speaking engagement | Ballentine Partners

Julie Pulda speaking at the Impact Capitalism Summit in Nantucket

07/01/2019

Julie Pulda, Impact Analyst, will be speaking at the Impact Capitalism Summit July 17-18 in Nantucket.

Leah Warren speaking at the 2019 Gearing Up Conference

06/01/2019

Senior Client Advisor Leah M. Warren, CFP®, is speaking at the 2019 Gearing Up conference tomorrow at Bentley University’s Center for Women and Business.

Drew McMorrow speaking at the FOX Wealth Advisor Forum

04/24/2019

President & CEO Drew McMorrow, MBA, CFP®, will be speaking at the Family Office Exchange Wealth Advisor Forum next Thursday, May 2.

Will Tickle speaking at the Impact Capitalism Summit in Denver

04/22/2019

Will Tickle, CFA, Partner, Senior Investment Advisor, & Director of Impact Investing, will be speaking at the Impact Capitalism Summit in Denver this week.

Jules Pulda guest judging the Fletcher Social Investment Group’s Project Showcase

04/10/2019

Julie Pulda, Impact Analyst, will be a featured judge at her alma mater Tufts University’s Fletcher Social Investment Group’s (FSIG) Project Showcase on April 17.

Chris Chandler speaking at Opal Group’s Impact Investing Forum

03/26/2019

Partner and Senior Investment Advisor Christopher C. Chandler, CFA, CAIA, will be speaking at Opal Group’s 4th annual Impact Investing Forum next Monday, April 1.

Jules Pulda speaking at careers in impact investing panel

03/20/2019

Impact Analyst Julie Pulda is speaking at the Careers in Impact Investing panel discussion, hosted by Tufts University’s Fletcher Social Investment Group.

Will Tickle featured at Total Impact Boston

09/28/2018

Senior Investment Advisor and Director of Impact Investing Will Tickle, CFA, will be speaking at Total Impact Boston on October 4, 2018.

FPA Career Night with Ballentine Partners

11/03/2017

On November 8, Brian C. Kelleher, CFP®, will be a featured panelist on pursuing a career in financial planning at the Financial Planning Association of Massachusetts’ Financial Planning Career Night at Boston University.

Coventry Edwards-Pitt, Covie, Raised Healthy Wealthy Wise, MarketWatch, WSJ, Wall Street Journal, Women, ,Finance, Money, Heirs, keys to success, book, social impact investing, preserving

Age Healthy, Wealthy & Wise at the FOX Fall Forum

10/24/2017

People are living longer than ever, but are we living better than ever? Is there anything we can do when we’re younger to make sure our last years are the best they can be?