Wealth Management | Ballentine Partners

Ballentine Partners named to the FT 300 list of top RIAs for 2017

06/22/2017

Ballentine Partners was named to the fourth annual Financial Times 300 Top Registered Investment Advisors. This marks Ballentine’s fourth consecutive appearance on the list.

Roy Ballentine, CLU, ChFC, CFP®, insurance

Speaking Engagement: FPA of Northern New England Breakfast

04/20/2017

Ballentine Partners’ Executive Chairman and Founder, Roy Ballentine, CLU, ChFC, CFP®, was the featured speaker for a sold-out crowd at an FPA of Northern New England educational breakfast in April.

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

eFinancialCareers Speaks With Covie Edwards-Pitt on the state of the Wealth Management Industry

01/07/2016

Covie Edwards-Pitt, Chief Wealth Advisory Officer, was featured in the eFinancialCareers article, “Are wealth management firms really facing a shortage of financial advisers?”

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”.

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.

Will Braman, Real Assets Adviser, Wall Street Journal, WSJ, Stocks

The Wall Street Journal interviews Will Braman on the markets

06/09/2015

The Wall Street Journal interviewed Will Braman, Ballentine Partners’ Chief Investment Officer in their article “U.S. Stocks End Little Changed.”

Seattle Foundation, Coventry Edwards-Pitt, Ballentine Partners, Raised Healthy Wealthy & Wise, Next-Generation, Philanthropy

The Seattle Foundation blogs about “Raised Healthy, Wealthy & Wise”

05/14/2015

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, and author of “Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way,” was featured by the Seattle Foundation in their recent blog.

Ballentine Partners Opens Florida Office

05/04/2015

Ballentine Partners, the Boston-based independent investment and wealth management firm, announced today the firm’s expansion into the Florida market with its new office, located in Palm Beach Gardens, Florida. Christopher Chandler, CFA, CAIA and Jennifer Eaton, JD, veterans of the wealth management industry, will head up the firm’s Florida team.

Financial Advisor IQ speaks with Will Braman and Alex Knapp on Liquid Alts

11/20/2014

Will Braman and Alex Knapp were quoted in the recent Financial Advisor IQ article on liquid alternatives.