Announcing Five New Partners

We are delighted to announce the elevation of five new partners, further strengthening our commitment to independence.

Join Us!  

Looking to advance your career in finance and investing? We're hiring for an Investment Operations Manager to join our Boston-area investment team.

Trade Policy: A Slippery Slope

Recent Trump administration efforts to impose steel and aluminum tariffs have left many investors with unanswered questions. How much should they be worried? Find out what our Director of Research, Bruce D. Simon, CFA, CPWA® thinks in his latest blog post.

Seeking New Clarity

Nearly 80, a widowed client sought a clearer picture of her investments and future estate. An active investor for many years, she wanted to ensure that she was optimizing her investments and estate plans as well as minimizing future taxes. Learn how we helped simplify and improve her existing financial plan.

Honored at 2018 PAM Awards

Ballentine Partners was named "Best Private Wealth Manager, client service (over $5b)" by Private Asset Magazine in their 2018 awards.

Methodology provided by Private Asset Management. The judging process used an independent panel made up of industry experts and was based on a mixture of qualitative and quantitative performance indicators. Details available upon request.

Sheila C. Lawrence Named a Five Star Wealth Manager

Partner and Senior Client Advisor, Sheila C. Lawrence, MALD, CFP®, has been named a Five Star Wealth Manager for 2018 by Five Star Professional. 

Methodology provided by Five Star Professional. The award was administered by Crescendo Business Services and was based on 10 objective criteria. Details available upon request. 

Aged Healthy, Wealthy & Wise, Private Author Talks & Signings

March 15 | Boca Raton, FL
April 10 | Woburn, MA
April 24 | IPI webinar

Our very own Coventry Edwards-Pitt, CFA, CFP® will share a number of stories she learned from vibrant elders while writing her new book Aged Healthy, Wealthy & Wise, the second in her Healthy, Wealthy & Wise Collection. Attendees will leave inspired, with a roadmap for how to improve their own aging and ensure that it positively rather than negatively impacts their families.

To request more information on booking Covie for your family or business event, please email info@aged healthywealthywise.com. 

Juan Mejia, MBA, CFP®, CFA 

As a Quantitative Analyst, Juan supports all divisions of the firm whenever they require data curated and analyzed including compilation of economic data, creating reports for client teams, collaborating in the creation of proprietary research, developing and maintaining financial and asset allocation models, and implementing new software applications. Juan is a member of our blockchain and cryptocurrency task force.