Ballentine Bulletin, February 2020

What We're Thinking

Coronavirus Update: Not Out of the Woods

Investors have apparently concluded that the coronavirus epidemic will not do more than modest damage to the global economy. Are they being too optimistic?

Aligning Values - Transitioning your portfolio to match your beliefs

Our client had spent many years invested in a traditional portfolio with a large allocation to broad market stocks. Passionate about her philanthropic work, she became concerned her investment portfolio did not support the issues she cared about. She came to us with an interest in transforming her portfolio to align better with her personal values.

What's New at Ballentine

Coventry Edwards-Pitt, CFA, CFP® featured on Effective Family Office Podcast

Hosted by Angelo Robles, Covie Edwards-Pitt was the featured guest speaker on the podcast episode titled, “Longevity is a Gift, Only If You Know How to Use It,” where she shared stories and insights on aging from her book Aged Healthy, Wealthy & Wise.

Akeiva Thomas to be featured on PlanStronger TV

Later this month, Akeiva Thomas, Wealth Planning Associate, will be featured on PlanStronger TV. She will speak on a millennial CFP panel discussing a variety of topics on helping young adults manage their money.

Sustainability Spotlight

2019 Impact Report

This year we made an important decision to create an impact report that organizes and articulates the work we are doing to be a more sustainable firm across all aspects of our business. We are publicly sharing our accomplishments and declaring our intentions so all who care about our business—clients, employees and our community—can participate. We are excited with the progress we have made on our sustainability initiatives, and look forward to the future as technology, innovation, and hard work will lead to even greater improvements in how we run our business.

Career Opportunities

Join our team!

Our teams in Waltham, MA and Palm Beach Gardens, FL are looking for the right people to join them. Find out more about the Portfolio Analyst and Wealth Planning Associate roles on our Career Portal.

Employee Spotlight

Christopher Chandler, CFA, CAIA

Chris is a Partner and Senior Investment Advisor at the firm. He works directly with a number of clients providing customized investment advice and management of their investment portfolios. In addition, Chris leads the firm’s research effort on alternatives (hedge funds) and serves on Ballentine Partners' Investment Management Committee, which is responsible for the oversight of all of the investment activities of the firm.