speaking engagement
FPA Annual Conference: Brian Kelleher on cultivating a meaningful mentorship
09/29/2017On 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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Speaking Engagement: Ballentine Partners Executive Chairman & Founder to present keynote at 2017 Insider’s Forum
08/17/2017On 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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Speaking Engagement: Finding Career Fit
08/04/2017Sheila 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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Speaking Engagement: Impact Capitalism Summit 2017
04/25/2017Ballentine 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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Speaking Engagement: Harvard Business School Finance Conference 2016
12/04/2016On 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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Speaking Engagement: What the Financial Services Industry Really Thinks About Hiring, Advising and Promoting Millennial Women, Leah Warren
04/28/2016Leah 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 discusses private equity at the PDI Investors’ Council
03/31/2016Michael 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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Speaking Engagement: marcus evans Private Wealth Management Summit on Asset Allocation
12/15/2015Chris 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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Speaking Engagement: More Than Just Money
10/29/2015Jennifer 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.
READ MORESpeaking Engagement: Southeastern Family Office Forum
09/30/2015Coventry 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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