Coventry Edwards-Pitt, CFA, CFP®, Grandchildren, finance, lead, family office forum

Coventry Edwards-Pitt named to the Investment News 40 Under 40 for 2016

07/16/2016

Coventry Edwards-Pitt, Chief Wealth Advisory Officer, was named to the Investment News 40 Under 40 for 2016.

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Financial Times names Ballentine Partners in their list of the “Top 300 RIA” ranking

06/18/2015

The Financial Times published their 2015 list of the Top 300 Registered Investment Advisor and Ballentine Partners was listed for the second consecutive year.

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Bloomberg ranks Ballentine Partners in the Top 50 Family Offices (by AUA)

06/06/2014

Ballentine Partners ranked 32nd in Bloomberg’s list of Top 50 Family Offices ranked by assets under advisement.

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Claudia Shilo, MPASsm, CFP®, CPA, PFS, Barron's

Claudia Shilo featured in The Granite State News and the Union Leader

05/15/2014

Claudia Shilo, Ballentine Partners’ Chief Financial Officer, was featured in The Granite State News and the Union Leader for being ranked as a top financial advisor by Barron’s, ranking #2 in NH.

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Claudia Shilo, MPASsm, CFP®, CPA, PFS, Barron's

Claudia Shilo ranks as a Top Advisor in Barron’s Top Advisor Rankings

02/22/2014

Claudia Shilo, Ballentine Partners’ Chief Financial Officer, was ranked as a Top Advisor in Barron’s Top 1,200 Financial Advisors (she ranked #2 in NH).

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