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Recent Press

Private Wealth Magazine Profiles Ballentine Partners and Its
Successful Leadership Succession Plan

Ballentine Partners and its successful leadership succession plan
is the cover story for Private Wealth
Magazine's May/June issue.
Read the Article

Drew McMorrow and Claudia Shilo 
Earn Spots in Barron's 2013 Top 100
Independent Financial Advisors
For the third year in a row, Ballentine
Partners secured two spots on
Barron's Top 100
Financial Advisors list.
>Read more

Coventry Edwards-Pitt is featured in Inside Information magazine's cover story  "Pipeline to Empowerment"
This article discusses the firm's successful adoption of a leadership pipeline framework to develop the next generation of leaders.
Read the Article

Read the Fourth Quarter, 2013
Issue of the Ballentine Bulletin,
Our Quarterly E-Newsletter
This issue highlights a piece from our Director of Impact Investing, William Tickle, an article from guest author Susan Ogrodnik-Smith, Chief Sales Officer-Personal Insurance with HUB International New England, on travel security, and an article from guest author Rob Vigoda, Partner at Rubin and Rudman LLP, on ATRA and the magic of flexible design.
Read the Newsletter

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