Join Our Team

Looking to advance your career in finance and investing? We're searching for a Research Analyst with a focus on Impact to join our Boston-area investment team.

Claudia Shilo, new President of the FPA of Northern New England

Please join us in congratulating Claudia Shilo, our Chief Financial Officer, as she leads the Financial Planning Association of Northern New England as their new President.

Surviving the Next Downturn: A Mental Primer

Trying to predict when the next downturn will occur may be a fallacy, but preparing yourself for one is certainly not. Bruce D. Simon, our Director of Research, shared his insights in his recent piece.

4th Quarter 2017 Market Review: Stars Aligned

It all came together for financial markets in 2017: accelerating earnings growth, marked improvement in sluggish overseas economies, benign interest rates, improving consumer confidence, and a big tax cut for US businesses heading into 2018.

Named One of the Best Places to Work in Money Management

Ballentine Partners was named one of the Best Places to Work in Money Management* by Pensions & Investments for 2017.

*Methodology provided by Pensions & Investments. Winners were chosen through a combination of workplace evaluations and employee surveys. Details available upon request.

Coventry Edwards-Pitt: Talking to clients now about aging

Author and Chief Wealth Advisory Officer, Coventry Edwards-Pitt spoke with Financial Advisor IQ about how advisors can help their clients plan for aging.

Named One of Investment News' top RIAs for 2018

Ballentine Partners was again named to Investment News' list of the top RIAs for 2018, ranked by AUM.

*Methodology provided by Investment News. Ranking was determined by a twelve qualifying factors. Details available upon request. 

Wednesday, February 7

Author Talk & Book Signing
7:30pm, Waban Library Center
Newton, Massachusetts

Our very own Coventry Edwards-Pitt will share a number of stories and lessons she learned while writing her new book Aged Healthy, Wealthy & Wise, the second in her Healthy, Wealthy & Wise Collection. You will leave inspired, ready to take action in your own life now.

Sheila C. Lawrence, MALD, CFP® 

As a Managing Director and Senior Client Advisor, Sheila works closely with her clients on estate planning, wealth transfer, and investment management with a particular focus on financial education and coaching for the rising generation. It takes no time at all to get a sense for her overwhelming passion for her work, her family, her community, and the environment.