Sheila Lawrence featured at the NEID Global Changemakers Gala 

Sheila C. Lawrence, MALD, CFP®, CAP®, was featured at the New England International Donors Global Changemakers Gala. Sheila spoke on her experience as part of the Giving Circle on Climate Change Mitigation, sharing her personal journey of learning with sustainability experts in our local community.

Meet Jules Pulda!

Jules is an Impact Analyst who joined our team earlier this year. She works closely with our Director of Impact Investing and plays an instrumental role in helping identify impact investment opportunities that align with our clients' goals.

Please join us in welcoming her to the Ballentine team!

Is the Gloom About to Lift?

One of the familiar adages that describes the price action in the stock market is “it takes the stairs up and the elevator down.” The dramatic decline in stock prices since mid-September certainly fits this pattern, but is this a typical market “correction” or the start of something much more serious?

November 2018 Monthly Market Tracker

Reduced uncertainty at the beginning of November helped the market sustain brief gains, and the market lifted again near the end of the month after Fed Chairman Jay Powell remarked that interest rates were nearing “neutral” levels. Learn more in our November Monthly Market Tracker.

Leaving Your Mark: Creating a legacy for family and community

Many successful families struggle to define and create their “legacy.” Learn how we helped one family balance the goals of providing sufficient wealth to create opportunities and flexibility for later generations and funding a multi-generational platform for significant philanthropic impact.

Our High Net Worth team is growing!

Looking for the next step in your career in finance or investments? We're on the lookout for the right Client Service Associate and Investment Advisor Associate to join us in our Waltham, MA headquarters.