Roy Ballentine and Drew McMorrow spoke at Bob Veres' Insider's Forum 

Our Executive Chairman & Founder, Roy Ballentine, and our President & CEO, Drew McMorrow, recently led the session "Successful Succession: A Case Study," detailing strategies and best practices for setting and executing on a succession plan.

Will Tickle featured at Total Impact Boston

Senior Investment Advisor and Director of Impact Investing Will Tickle, CFA, recently spoke at Total Impact Boston on October 4, 2018.

Welcome Claire Hawkes!

Claire joined us recently as an Investment Advisor Associate and part of the high net worth team that caters to clients with $3 million or more of investment assets. She primarily supports the Senior Investment Advisors and provides investment management and other financial planning services to clients.

Hedging with Put Options: A Costly Endeavor

With the stock market crash of 2008-'09 a distant but still painful memory, many investors are asking about efficient ways to protect their hard-won gains of the last decade. One of the primary tools that investors consider to protect their equity portfolios is the purchase of put options...unfortunately, hedging downside risk with options is often a costly proposition.

The Message from the Bond Market

What is the bond market telling us about the strength of the US economy and the outlook for inflation? Find out in our latest Investment Insight.

Third Quarter Market Review

We believe we are approaching an inflection point in which international stocks (in particular, emerging market stocks) are likely to reassert their leadership role over the US. Read more in our most quarterly market review.

Is Indexing Getting Too Popular? (Continued...)

As committed believers in low-cost, tax-efficient investment strategies, Ballentine Partners has looked upon the growth of passively managed investment vehicles with some satisfaction along with a degree of concern. 

Planning the Next Move - Understanding the options before sealing the deal

Our client was the founder and CEO of a biotechnology company. He learned that the Board intended to take the company public in six months, and the company’s complex structure meant that compensation talks would be equally complicated. Going in alone or uneducated could mean not only getting a bad deal for himself, but also not understanding how it would impact the company he created.

Jackie Finneron

As an Operations Associate Jackie is responsible for electronic and manual data aggregation and reconciliation of alternative investment accounts to ensure high quality, accurate, and timely reporting for our clients. 

With September marking Jackie's 19th year at the firm, Jackie is a wonderful resource for new employees and clients teams alike.

Searching for an Administrative Assistant to join our team

We're in search of an Administrative Assistant to join our 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.