Brian Kelleher, CFP®

FPA Annual Conference: Brian Kelleher on cultivating a meaningful mentorship

09/29/2017

On Monday, October 2, Wealth Planner Brian C. Kelleher will be presenting a session at the 2017 Financial Planning Association Annual Conference in Nashville, TN.

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Roy Ballentine, CLU, ChFC, CFP®, insurance

Speaking Engagement: Ballentine Partners Executive Chairman & Founder to present keynote at 2017 Insider’s Forum

08/17/2017

On Thursday, September 7, 2017, Executive Chairman and Founder, Roy Ballentine, CLU, ChFC, CFP®, will present a keynote address at Bob Veres’ Insider’s Forum Conference.

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Sheila Lawrence, MALD, CFP®

Speaking Engagement: Finding Career Fit

08/04/2017

Sheila Lawrence, MALD, CFP®, will speak at Noonan Scholars’ Summer Academy August 9 on their panel “Finding Career Fit”, enlightening students about her personal experience of carving her own path and discovering the right field for her. 

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William Tickle, CFA

Speaking Engagement: Impact Capitalism Summit 2017

04/25/2017

Ballentine Partners’ Director of Impact Investing, Will Tickle, CFA, spoke on the panel “Trump Effect on the Market Across Asset Classes” at the Impact Capitalism Summit, in Chicago.

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

Speaking Engagement: Harvard Business School Finance Conference 2016

12/04/2016

On Sunday December 4th, our Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, spoke at Harvard Business School’s Finance Conference, sharing her insights on gender, diversity, and the realities of the finance industry.

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Leah M. Warren, CFP®, Financial Advisor, Financial Planning Industry

Speaking Engagement: What the Financial Services Industry Really Thinks About Hiring, Advising and Promoting Millennial Women, Leah Warren

04/28/2016

Leah Warren, Senior Client Advisor, spoke at Bentley University on a panel discussing millennial women in the financial planning industry.

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Michael Chimento, CFA, funds, private

Michael Chimento discusses private equity at the PDI Investors’ Council

03/31/2016

Michael Chimento, Managing Director and Senior Investment Advisor, was one of a select few invited to participate in the PDI Investor’s Council in California.

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Christopher C. Chandler, asset allocation

Speaking Engagement: marcus evans Private Wealth Management Summit on Asset Allocation

12/15/2015

Chris Chandler, Senior Investment Advisor, was a featured panelist at the marcus evans Private Wealth Management Summit on December 10, 2015. He spoke on the panel “Exploring Asset Allocation Strategies for Dynamic Market Conditions”.

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Investor

Speaking Engagement: More Than Just Money

10/29/2015

Jennifer Dowling Dougherty, Senior Investment Advisor at Ballentine Partners, moderated a panel on entrepreneurs and investing at HUBweek Boston on October 7th. The panel discussed the ways female investors can increase the percentage of women-owned businesses.

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

Speaking Engagement: Southeastern Family Office Forum

09/30/2015

Coventry Edwards-Pitt, Chief Wealth Advisory Officer, gave the keynote address at the Southeastern Family Office Forum in Atlanta, Georgia on September 16th, 2015. The conference featured deep, meaningful sessions designed to provide attendees practical information to take away.

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