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BALLENTINE PARTNERS WELCOMES KELLY LORA EWART AS HEAD OF MARKETING

/PRNewswire/ Ballentine Partners, an independent wealth management firm headquartered in Waltham, Massachusetts, is pleased to announce that Kelly Lora.

United statesUniversity of massachusettsNew hampshireAnderson schoolKelly lora ewartCarly augeriAnderson school of managementUniversity of massachusetts amherstStrategic partnership managerIsenberg school of managementLatino leadership instituteWr berkley companiesBallentine partnersStrategic relationshipsInsurance underwriterStrategic partnership

BALLENTINE PARTNERS APPOINTS CHRISTOPHER CHANDLER AND PETER CHIAPPINELLI AS CO-CHIEF INVESTMENT OFFICERS

/PRNewswire/ Ballentine Partners, an independent wealth management firm headquartered in Waltham, Massachusetts, is pleased to announce Christopher Chandler.

United statesBoston universityChristopher chandlerChris chandlerCarly augeriBruce simonPete chiappinellijoined ballentineFidelity investmentsPete chiappinelli as coCarleton collegeFamily officeBoston university school of managementWharton schoolAsset allocation teamUniversity of pennsylvaniaSociety of south florida

BALLENTINE PARTNERS ANNOUNCES TWO NEW PARTNERS: STEPHEN MARTONE AND ELLIOT ROTSTEIN

/PRNewswire/ Ballentine Partners, an independent wealth management firm headquartered in Waltham, Massachusetts, is delighted to announce two new partners:.

United statesElliot rotsteinElliot rotsteinjoined ballentineStephen martoneFidelity investmentsAdvisors committee for the boston foundationIthaca collegeSenior wealth advisor stephen martoneSenior client advisor elliotDrew mcmorrowBallentine partnersWealth advisorySenior wealth advisorFinancial planningMccallum graduate schoolBentley university

BALLENTINE PARTNERS WELCOMES PETER CHIAPPINELLI

/PRNewswire/ Ballentine Partners, an independent wealth management firm headquartered in Waltham, Massachusetts, welcomed Peter Chiappinelli, CFA, CAIA, as.

United statesPeter chiappinelliCarly augeriPeter chiappinellijoined ballentineFidelity investmentsWharton schoolAsset allocation teamUniversity of pennsylvaniaCarleton collegeInvestment strategy research at putnam investmentsBallentine partnersDeputy chief investmentAsset allocationSenior portfolio strategistInstitutional portfolio managerManaging director

BALLENTINE PARTNERS WELCOMES PETER CHIAPPINELLI

WALTHAM, Mass., Feb. 11, 2022 /PRNewswire/ Ballentine Partners, an independent wealth management firm headquartered in Waltham, Massachusetts, .

United statesPeter chiappinelliCarly augeriPeter chiappinellijoined ballentineFidelity investmentsWharton schoolAsset allocation teamUniversity of pennsylvaniaCarleton collegeInvestment strategy research at putnam investmentsBallentine partnersDeputy chief investmentAsset allocationSenior portfolio strategistInstitutional portfolio managerManaging director

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