Ballentine Partners Scholarship to Create a Diverse Financial Planning Profession

We are excited to start our first scholarship program that aims to advance the financial planning profession by growing the number and diversity of CFP® professionals.

Ballentine Partners Grows Footprint in the Northeast

We are pleased to announce we are opening a new Seacoast Region office in Rochester, NH, in the fall of 2021 and relocating our Wolfeboro, NH, office to a new premium space on Main Street in early 2022.

Market Update

Listen in as Emily Cashman and Bruce Simon discuss our current market outlook. 

Setting (and Resetting) Your Focus in 2021

The ongoing uncertainty of the pandemic and the recurring pattern of starting, stopping, and rescheduling our lives has greatly impacted our ability to plan, achieve, and follow through.

Read Senior Client Advisor Michelle Soufan's tips for planning in the current environment.

Qualified Small Business Stock (QSBS): A “Unicorn” Tax Benefit for Unicorns

With speculation of tax increases dominating recent headlines, there are also rare provisions in the tax code that benefit stakeholders of qualified small businesses.

Read more on the benefits of QSBS from Wealth Planner David Ferraro.

Ballentine Partners' Work-From-Home Policy Update

With the surge of the Delta variant, we wanted to let our clients know how we are handling the ongoing pandemic. 

Read our latest work-from-home policy update from President & CEO Drew McMorrow. 

 Lisa Lamb, CFP®

Lisa joined us in January as a Wealth Planner.

Bobby Moffitt

Bobby joined us in January as a Wealth Planning Associate. 

Liz Campana, MBA, CFP®, CAP

Liz joined us in June as a Senior Client Advisor. 

Blaine Bensur, MIB, MSF

Blaine joined us in June as a Portfolio Analyst.

Courtney Scott, J.D.

Courtney joined us in August as a Senior Client Advisor.

And our team continues
to grow!

Visit our career portal to apply to one of our seven open positions.