Ballentine Bulletin, June 2021
What We're Thinking
A New Start: Celebrity Divorces and Crafting a Post-Marriage Life
If you've been through a divorce recently and are facing daunting tasks, what can you learn from the experiences of others that can help as you start to rebuild and craft a new life post-divorce?
Read Senior Client Advisor Michelle Soufan's take on how to build a life of your own.
Inflation: How Hot is Too Hot?
Although the Fed has encouraged a rise in inflation by its efforts to stimulate the economy, have they gone too far?
See what our Director of Research Bruce Simon thinks.
Protecting Ourselves as We Age
While it is easy to believe that we would never fall victim to fraudulent schemes, criminals are getting more sophisticated each day.
Read more from Wealth Planner David Ferraro on ways to protect yourself.
In the News
Coventry Edwards-Pitt, CFA, CFP®, featured on Beyond the Balance Sheet podcast
Listen in as Covie Edwards-Pitt speaks about parenting amid abundance on the Beyond the Balance Sheet podcast hosted by Diana Clark and Arden O'Connor.
Jennifer M. Eaton, JD, is awarded Girl Scouts 'Go-Getter' Emerald Award
Partner and Senior Client Advisor Jennifer Eaton was awarded the Girl Scouts 'Go-Getter' Emerald Award on June 4th for her leadership and dedication to Philanthropy in our local Florida community.
What's New at Ballentine
We're so pleased to welcome the following team members who have joined us since the beginning of this year:
Ballentine Partners Welcomes Diana Cheung, MSF
Diana joined Ballentine Partners and our Family Office team in January as a Wealth Planning Associate.
Ballentine Partners Welcomes Isaiah Langa, MSF
Isaiah joined Ballentine Partners and our Investment team in March as a Portfolio Analyst.
Ballentine Partners Welcomes Francine Ma
Francine joined Ballentine Partners and the High Net Worth team in March as a Financial Planning Associate.
Ballentine Partners Welcomes Michelle H. Soufan, CFP®
Michelle joined Ballentine Partners and the High Net Worth team in April as a Senior Client Advisor with over 16 years of experience in our industry.
Ballentine Partners
Welcomes Alexys Gilcreast
Alexys joined Ballentine Partners and our Family Office team in May as a Wealth Planning Associate.
We're Hiring!
And our team continues
to grow!
Visit our career portal to apply to one of our six open positions. We are currently hiring for a Client Service Associate, a Marketing Specialist, a Portfolio Analyst, a Research Analyst, a Senior Investment Advisor, and a Wealth Planning Associate.
