Our Community Gifts Committee announces their support

With great pleasure, our Community Gifts Committee was able to support a number of philanthropic causes nominated by our colleagues.

Welcome Emily Samuelson!

Emily joined us recently as a Wealth Planning Associate and is passionate about helping her clients acheive their goals.  She is a CERTIFIED FINANCIAL PLANNER™ and comes to us after spending four years as a Financial Advisor at Merrill Lynch in Michigan. Prior to that she worked as a Professional Figure Skating Coach, drawing upon her extensive experience (which includes being a former Olympian!).

Please join us in welcoming Emily to the Ballentine team!

Emerging Markets: Down, Not Out

After a spectacular year in 2017, emerging market equities have badly trailed their developed market counterparts in 2018. We have been long-term believers in the superior growth characteristics of emerging market economies. Director of Research Bruce D. Simon writes in his latest blog about how emerging markets are down, but don’t count them out. 

Preparing to Launch: Teaching financial skills to the next generation

A client family's adult daughter, a talented artist, was looking for a way to make a career out of her art. With no experience in building or managing a business, she turned to her team at Ballentine Partners in order to learn some of the skills she would need to be successful.

Aged Healthy, Wealthy & Wise, Private Author Talks & Signings

September 6 | 21/64 webinar
September 19 | Private Wealth Network webinar
September 24 | BPART, Boston, MA
September 27 | Deutsche Bank, New York, NY

Our very own Coventry Edwards-Pitt, CFA, CFP® will share a number of stories she learned from vibrant elders while writing her new book Aged Healthy, Wealthy & Wise, the second in her Healthy, Wealthy & Wise Collection. Attendees will leave inspired, with a road map for how to improve their own aging and ensure that it positively rather than negatively impacts their families.

To request more information on booking Covie for your family or business event, please email info@agedhealthywealthywise.com. 

Searching for a Senior Financial Advisor to join our team  

We're looking for a Senior Financial Advisor to join our High Net Worth team in our Boston Area headquarters. Apply today on our Career Portal or send the link to someone you know who might be a great fit.

Jennifer M. Eaton, JD

Jennifer M. Eaton is a Partner and Senior Client Advisor at the firm. In her work with families, Jennifer draws on her extensive legal knowledge and wealth planning skills to assist families to define, articulate and achieve their various planning goals. She also enjoys working directly with families on non-estate and tax planning matters and spends significant time working with next generation family members.