Ballentine Bulletin, April 11, 2019
What's New at Ballentine
Ballentine Partners names Debra A. Whitney as Partner
We're thrilled to be elevating Deb to Partner, recognizing her excellence and leadership within the firm, her dedication to her clients, and her deep involvement in finance and philanthropy across greater Boston.
Money.com lists Raised Healthy, Wealthy & Wise as a recommended resource for parents
In the article “How to Teach Your Kids About Money — and Make Them WANT to Do Chores — According to Family Finance Experts” author Martha C. White highlighted Coventry Edwards-Pitt's book as one of the must-reads for financial literacy.
Chris Chandler featured at recent Impact Investing Forum
Partner and Senior Investment Advisor Christopher C. Chandler, CFA, CAIA, was featured on the panel “Breaking Down ESG Strategies” to an audience of investors, service providers, money managers, and thought leaders in the field.
Jules Pulda to serve as judge at Fletcher Social Investment Group’s Project Showcase
Jules Pulda, Impact Analyst, will be a featured judge at her alma mater Tufts University’s Fletcher Social Investment Group’s (FSIG) Project Showcase on April 17.
What We're Thinking
First Quarter Market Review: A Year's Gains in a Single Quarter
The S&P 500 had a strong first quarter – the best start to a year since 1998. How does this affect our outlook and strategy for the rest of the year? Read our Director of Research’s insights in the First Quarter 2019 Market Review.
Getting Help: Resolving household staffing woes.
Many wealthy families hire help in the form of a personal assistant, estate manager, or nanny, to name a few. While having household support can be a blessing, it can also add a level of complexity that can seem overwhelming. Find out how Ballentine helps families navigate these challenges and find solutions in this Ballentine Brief.
March 2019 Monthly Market Tracker
Global stocks climbed slightly over the last month, gaining just north of 1%. Find out how crude oil, the March FOMC meeting, and more moved the markets in our March Monthly Market Tracker.
Employee Spotlight
David Hanson, CFA, CAIA, CFP®
As a Senior Research Analyst, David is responsible for research coverage of global real assets, including real estate, infrastructure, and commodity investments. His research helps inform our macroeconomic outlook, asset allocation strategy, and investment selection.
Career Opportunities
Come join our team!
Our teams in Waltham, MA and Wolfeboro, NH are looking for the right people to join them. Find out more about the Finance & HR Assistant and Wealth Planning Associate roles on our Career Portal.
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info@ballentinepartners.com