Ballentine Partners, LLC

Our Partner & Chief Creative Officer Coventry Edwards-Pitt, co-chaired the Family Wealth Alliance, Inc. 2024 Summer Gathering in Boston, MA. This inspiring event was organized to elevate women to leadership positions within the family wealth industry. Covie was joined by our colleagues Jennifer Christian Murtie and Jessica Minty, CFA, pictured here, along with 136 other women across the industry.    #FWA #Boston #WealthManagement #WomeninWealth #HumanApproach #Leadership #WomensLeadership #FamilyOffice #FamilyWealth #WomeninFinance

Today, on International Youth Day, we are proud to highlight Partner & Senior Client Advisor Sheila Chen Lawrence as part of our Philanthropy In Action Series. Sheila’s focus on impact investing and philanthropy extends beyond the walls of the office and is interwoven into her community. Today we would like to take a moment to recognize her service to the youth in our community and beyond. She currently volunteers with several organizations including the Boston Board of Directors of Thrive Scholars, the METCO, Inc. Headquarters Family Friends program where she serves as program coordinator at her children’s elementary school, the Community Advisory Board of WBUR, and at Lexington Community Farm Coalition where she recently led a Volunteer Day for Ballentine employees. Click here to read Sheila's bio: https://lnkd.in/ekcaWDSw   #InternationalYouthDay #Volunteering #Philanthropy #HumanApproach #WomeninFinance #WealthManagement #Leadership

Our Chief Creative Officer, Coventry Edwards-Pitt, will serve as co-chair of the Family Wealth Alliance, Inc. 2024 summer gathering: Elevating Women in Family Wealth. This conference will focus on elevation -- of women in our firms to leadership positions, of clients by aligning their wealth with their goals, and of the next generation of wealth creators by enhancing the client experience. #FWA #Boston #WealthManagement #WomeninWealth #HumanApproach #Leadership #WomensLeadership #FamilyOffice #FamilyWealth #WomeninFinance

📈 Understanding the Basics of Investing with Ballentine Partners! 📈 We were thrilled to welcome Julie Pulda, CFA, Austen Clark, Tim Kobler and David Hanson, CFA, CAIA, CFP® from Ballentine Partners for an enlightening session on the "Basics of Investing." 🌟 Their presentation covered essential topics, including investment goals, interest and compounding, and an introduction to asset classes and asset allocation. The insights provided were invaluable for our students, many of whom are first-generation college students, as they navigate the world of wealth and investment management. We are incredibly grateful to Ballentine Partners, LLC for their continued support and dedication to our students' financial education. #SapereAudeConsortium #GuestSpeakers #InvestingBasics #FinancialEducation #ProfessionalDevelopment #FirstGenCollegeStudent

Partner and Senior Client Advisor Emily Cashman will attend the New York State Bar Association Family Law Section 2024 Summer Meeting in Boston, MA this week. Please connect with us if you plan to attend! #NYSBA #FamilyWellbeing #WealthManagement #WomeninWealth #WomensLeadership #HumanApproach

The Fed started one of the most aggressive rate hikes in U.S. history to cool the consumer. They forgot about the Four I’s:  I̲nsulation. I̲ncomes. I̲nterest I̲ncome. Consumers are largely insulated from higher rates, seeing rising incomes in a healthy economy, and enjoying high interest-paying CDs from their local bank.   Click below to read the latest Market Review from our Partner & Chief Investment Officer Peter Chiappinelli, CFA, CAIA. #investing #investmentmanagement #investmentstrategies #familyoffice #wealthmanagement

Today Ballentine Partners’ employees begin Work From Anywhere Summer. For the months of July and August, our firm waives any in-office requirement. Rest assured that our commitment to serving our clients remains firm. During these months, everyone benefits —employees, clients, and colleagues alike— returning to the office with restored enthusiasm. If this sounds appealing to you, please visit our Careers page to view open positions and apply today! Learn more on our website: https://lnkd.in/eBw7gcki Photo credit: Michelle (Herd) Soufan, CFP®

Principal & Senior Investment Director Michael Chimento is attending today’s Markets Group Private Wealth New England Forum in Boston. He is speaking on a panel titled “New Ways to Invest in Non-Traditional Assets – Reshaping Our Thinking.” Please connect with us if you plan to attend! Learn more here: https://lnkd.in/ez4Nk_c7 #privatewealth #marketsgroupPW #investing #wealthmanagement #familyoffice #hnw 

Today, on World Blood Donor Day, we are proud to highlight Sam Gough as the next Ballentine employee in our Philanthropy In Action Series. Sam Gough, CFP® shows unwavering commitment to both his client families and his community. He is President-elect of the Financial Planning Association of New England, a School Board Member, and a frequent blood donor. He donates blood not only to save lives but to honor his father’s memory. Read below to learn more about Sam.  Click here to read his bio: https://lnkd.in/ehBRZfF3 #WorldBloodDonorDay #Philanthropy #Leadership #HumanApproach

Had a really insightful conversation with Coventry Edwards-Pitt of Ballentine Partners, LLC on the evergreen topic of preparing and empowering the rising gen. Her books under the "Healthy, Wealthy, and Wise" series are a tremendous and practical resource for families. Caring for, educating, and preparing the next generation is arguably the one common denominator that every family shares. #familyoffice #wealthmanagement #risinggen #uhnwi #uhnw #familyenterprise #familyeducation #familylearning #familyengagement Family Office Exchange