Ballentine Bulletin, November 21, 2019

What We're Thinking

Emerging Market Equities: A Promise Unfulfilled?

Many professional investors correctly predicted that rising affluence and the corresponding appetite for consumer goods would spur emerging market economies to spectacular growth. But emerging market equities haven't kept pace. What accounts for this apparent anomaly?

Setting Your Investment Goals: It’s harder than you think

Defining your investment goals requires you to answer many important questions about your financial situation now and your expectations for the future. While this can be a challenging task, it is essential in order to achieve your definition of success.

What's New at Ballentine

Sheila C. Lawrence, MALD, CFP®, CAP®, named to Boston board of SCS Noonan Scholars

Sheila Lawrence, partner and Senior Client Advisor, has been appointed to the Boston board of SCS Noonan Scholars, a program dedicated to helping top-performing low-income students get into and graduate from college. She began volunteering as a mentor in 2017 and has been an
advocate for the program ever since.

Roy Ballentine, ChFC, CFP®, offers his insights on cultivating leadership

What IS leadership? How do you cultivate it? Roy Ballentine, our Executive Chairman and Founder, was featured in the October issue of Bob Veres’ Inside Information where he discussed his views on what makes an effective leader.

Drew McMorrow, MBA, CFP®, spoke at the Family Wealth Alliance Fall Forum

President & CEO Drew McMorrow led a panel discussion on differentiation and brand awareness at the 2019 Family Wealth Alliance Fall Forum in Chicago.

Meet Michael Norris

Michael is a Wealth Planning Associate based in our Boston-area headquarters. He is particularly interested in working with multi-generational clients and enjoys integrating financial planning goals from one generation to the next.

Sustainability Spotlight

Mindful Renovation

In both our Boston-area renovation and our Florida office move, we made mindful choices on the design and furnishings, focusing on recycled materials, natural fibers, and elements to reduce our energy footprint. Additionally, we continue to encourage the practice of reducing, reusing, and recycling across all of our offices. If you would like to learn more about the choices we made in our renovation and relocation, please let us know.

We're Hiring

Searching for the right place?

Stop searching, you've found it! We're looking to add a Senior Wealth Advisor to join our High Net Worth team in our Boston-area headquarters. Find out more about this opportunity in our Career Portal.

Employee Spotlight

Anja Saloranta, MBA

Anja is the firm's Chief Operating Officer where she works with the CEO in the management of the company and the development of and execution of company strategy. Anja leads our internal strategic planning and is responsible for helping make sure our people have what they need to do their very best work for clients.