June 15, 2014

News & Press

The Wall Street Journal gets insight from Adam Ochlis on retrieving retirement funds

Adam Ochlis, a Managing Director and Senior Client Advisor at Ballentine Partners, was interviewed by The Wall Street Journal in “When Tapping Retirement Funds, Timing Matters.”

Recent Insights

Coventry Edwards-Pitt speaks on The Purpose of Wealth Podcast
Host Narelle Hooper speaks with Coventry Edwards-Pitt, Director of The Ballentine Partners Center for Family Well-being, about confronting the complexities of new love and the family, and what her 10 years of research reveals about how to help a new partner in the family feel truly welcome. Learn more about the surprising benefits of a […]
February 14, 2025
Julie Pulda serving as panelist at With Intelligence Women’s Venture Capital Summit
Senior Impact Investment Manager Julie Pulda is serving as a panelist at the With Intelligence Women’s Venture Capital Summit in Half Moon Bay, California. She will speak at the Emerging Manager Forum sharing “Unfiltered Truths from LPs.”
February 4, 2025
Ballentine Partners Appoints Jennifer Christian Murtie as Chief Wealth Advisory Officer
Waltham, MA – January 9, 2025– Ballentine Partners is pleased to announce the appointment of Jennifer Christian Murtie, MBA, as its new Chief Wealth Advisory Officer, effective January 1, 2025. In her new role, Jennifer will oversee all Ballentine Partners’ wealth advisors while guiding the strategic direction of our wealth advisory practice—ensuring clients continue to […]
January 9, 2025