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Ballentine Partners, LLC
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Ballentine Partners, LLC's posts

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Whether you applaud the changes or cringe, everyone agrees that change is upon us. Read more our Investment Insight.

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Bruce Simon on the markets, Anja Saloranta named COO, and a number of upcoming events…read more in the Ballentine Bulletin:

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While the US stock market was again the standout performer versus other regions, other asset classes also posted gains. Learn more about 2016 and what you might expect in 2017 in our most recent market review. https://ballentinepartners.com/investment_thinking/

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Helping is part of what we do, and we embrace that at work and away. Just this week a group of Ballentine employees volunteered to help put together holiday bags of food for local families in need. Thank you to the Wolfeboro food pantry for all of their hard work!
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Check out our most recent TH!NK Forum, “The Climate Haze: Uncovering opportunities amid the conflicting forecasts at the center of the climate change conversation.”

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Ballentine Partners welcomes Anja Saloranta as our first Chief Operating Officer. “I am thrilled to join a team of talented and kind people with a shared dedication to excellence and continuous improvement,” said Ms. Saloranta. Check out the press release here http://buff.ly/2hzlcxF.

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Dramatic policy shifts in Washington are likely to make for a very interesting year in financial markets. Read more in our latest blog post, “The Trump Rally – Impressive, but selective”

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Want to know what moves the markets made last month? Find out in our November Monthly Market Tracker

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Chief Wealth Advisory Officer Coventry Edwards-Pitt, CFA, CFP® was at Harvard Business School’s Finance Conference this past Sunday. There she spoke on the panel “Women in Finance – What It Means To Be a Woman in Finance in 2016” about the current gender gap in the industry and shared insights from her experience.
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