Ballentine Partners

Preparing the next generation to thoughtfully steward family wealth and embrace future leadership roles doesn't happen by chance, it requires intentional planning, meaningful conversations, and trusted guidance. We're proud to share that Alexa Carbone, Pa

Michael Chimento, Principal & Senior Investment Director, will speak at Private Debt Investor New York Forum. Michael will join fellow members of the PDI New York Advisory Board for "Market Sound-Off: Sifting Fact from Fiction in Private Credit," a timely

Partner and Chief Investment Officer Christopher Chandler will serve as the keynote speaker at Day Pitney's Palm Beach Family Office Forum, where he will be sharing his perspective on the economic outlook and the forces shaping the investment landscape ah

Michael Chimento, Principal & Senior Investment Director, will be speaking at LPGP Connect 12th Annual Private Debt New York in partnership with Women in Private Debt + Direct Lending Forum New York. Michael will serve as a panelist in the session, "Priva

President & CEO Drew McMorrow is speaking on a panel titled "Unpacking Organic Growth" at the 2026 Alliance Summit: Visionary Leadership, hosted by Family Wealth Alliance. Organic growth may seem straightforward, but in practice, it quickly becomes more c

Principal & Senior Investment Director Michael P. Chimento will serve as a panelist at the Private Credit Sourcing Conference in New York City. His session, "LP Investor Perspective on Private Credit: Allocating to Private Debt Strategies," will examine w

Pete Chiappinelli, Partner & Chief Investment Officer, will be joining the Global ARC panel focused exclusively on Family Office and Ultra High Net Worth issues. He will share his perspective on the wealth management industry's ongoing transformation-a hi

Pete Chiappinelli, Partner & Chief Investment Officer, will be presenting at the Institute for Private Investors Fall Investment Forum. His session, "Direct Indexing and Tax Alpha: It Took 101 Years, But Not a Minute Too Soon," explores how the investment

Partner & Senior Client Advisor Sheila C. Lawrence will serve as a panelist at the Connections Conference 2025 hosted by the CFP Board. The session, titled "Values Based Financial Planning: Navigating Wealth with Purpose," will explore the multidimensiona