Ballentine Bulletin, March 2023
In the News
Ballentine Partners Appoints New Co-Chief Investment Officers
We are pleased to announce Christopher Chandler, CFA, CAIA, and Peter Chiappinelli, CFA, CAIA, as Co-Chief Investment Officers. Together they bring decades of experience in both the wealth and asset management fields.
Ballentine Partners Announces Two New Partners
We are excited to announce two new partners: Senior Wealth Advisor Stephen Martone, MSFP, CFP® and Senior Client Advisor Elliot Rotstein, CAP®. Both Stephen and Elliot have significantly impacted our firm and we are proud to welcome them to the partnership.
Ballentine Partners Publishes Fourth Annual Impact Report
We are proud to share the results of our efforts and our progress to be a more sustainable and inclusive business as well as details on our 2022 firm initiatives.
Coventry Edwards-Pitt, CFA, CFP® releases new book, "Engaged Healthy, Wealthy & Wise"
The third book in the firm's Healthy, Wealthy & Wise series, Engaged offers a roadmap for inheritors and their significant others on how to navigate love and family wealth and forge their own joint path.
What We're Thinking
Stocks are awful. Stocks are awesome. At the same time.
It may seem illogical on its face, but it is almost always true. Nasty and painful drawdowns are not a bug of equity markets, they are a requisite feature.
Mary Tyler Moore and Why Good News Doesn’t Sell
While the financial press painted a bleak, fear-mongering picture these past few months regarding massive tech layoffs, the real story got buried. Per usual.
What's New at Ballentine
Ballentine Partners welcomes Megan Havey
Megan joined us in January as a Wealth Advisor Associate.
Ballentine Partners welcomes Jamar Gopie
Jamar joined us in February as a Wealth Planning Associate.