Ballentine Bulletin, November 15, 2018

What's New at Ballentine

Welcome Emily Cashman Magno!

Emily takes great pride in her role as a caretaker of families’ comprehensive financial lives, ensuring that all aspects of wealth and estate planning, tax strategy, and philanthropy are aligned with their vision and values.

Our Community Gifts Committee announces our support of a number of non-profits

Our commitment to philanthropy continues this quarter with our support of a number of charitable organizations.

Jake Northrup spoke at Boston University

On November 14, Jake Northrup, Investment Advisor, spoke at Boston University's Financial Planning Career night.

What We're Thinking

Post-Election Investment Insights from Ballentine Partners

With the final mid-term election results (mostly) decided, we can move onto contemplating the impact of the vote on the outlook for financial markets.

Shifting Values: Transitioning your portfolio to match your beliefs

Our client had spent many years invested in a traditional portfolio with a large allocation to broad market stocks. As her adult son became more active in political and social causes, she too began to take an interest in these causes and found her values transformed. She came to us one day wanting to transform her portfolio to align better with these values.

What's Happening

December 11 | Sheila C. Lawrence will speak on How (and Why) to Talk to your Clients about Philanthropy

Partner and Senior Client Advisor, Sheila Lawrence will share a number of stories of donor conversations around philanthropy. Event details coming soon.

Learn more about Sheila

We're Hiring

Now hiring for a Cash Flow Specialist

Looking to advance your career in finance and investing? We're searching for a Cash Flow Specialist to join us in our Wolfeboro, New Hampshire location.

Employee Spotlight

Sam Gough, CFP®

Sam is a Wealth Planner whose area of expertise is managing and implementing clients' complex estate planning and investment strategies. Sam serves as a specialized resource for his clients, whose families often have extensive financial infrastructure including multiple family investment and charitable entities. He also leads our Risk Knowledge Management team.