Ballentine Bulletin, March 2023In the NewsBallentine Partners Appoints New Co-Chief Investment OfficersWe 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 PartnersWe 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 ReportWe 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 ThinkingStocks 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 SellWhile 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 BallentineBallentine Partners welcomes Megan HaveyMegan joined us in January as a Wealth Advisor Associate. Ballentine Partners welcomes Jamar GopieJamar joined us in February as a Wealth Planning Associate. |