WALTHAM, Mass., March 21, 2023 /PRNewswire/ — Ballentine Partners, an independent wealth management firm headquartered in Waltham, Massachusetts, is pleased to announce Christopher Chandler and Peter Chiappinelli as Co-Chief Investment Officers. Together they will be responsible for all aspects of the Ballentine Partners investment strategy and the client investment experience. This is the result of a succession planning process that began in the fall of 2021 which involved the entire investment team and many others throughout the firm.
Chris has been with the firm since 2015 and is both a Partner and Senior Investment Advisor. Pete joined the firm in early 2022 as Deputy Chief Investment Officer. Together they bring decades of experience in both the wealth management and the asset management fields.
Chris and Pete are succeeding Will Braman, Chief Investment Officer, and Bruce Simon, Director of Research. Both Will Braman and Bruce Simon will continue at Ballentine in Senior Investment Advisor roles while assisting in the transition.
“I am pleased to announce the appointment of Chris Chandler and Pete Chiappinelli as Co-Chief Investment Officers,” said Drew McMorrow, President and CEO of Ballentine Partners. “This leadership partnership is founded upon a thoughtful division of roles and responsibilities based on core competencies. I am confident that their leadership, strategic vision, and expertise will be invaluable to the investment team.”
“I am honored to be chosen to lead our team of outstanding investment professionals with Pete,” said Mr. Chandler. “While we may live in uncertain economic times, I have the utmost confidence in our team’s ability to advise and serve our clients’ best interests and help navigate the challenges that may lie ahead. We are grateful to Will and Bruce for their leadership over the last few years and proud to continue our mission of objectively advising families and helping them to achieve outstanding investment results.”
“In this serious business of Family Office, wealth management and fiduciary oversight, this is a brief moment to reflect on the thrilling journey ahead,” said Mr. Chiappinelli. “Chris and I cannot help but feel an overwhelming warmth, pride, and excitement as we are handed the torch from Will Braman. Ballentine is an organization that for nearly 40 years has put client interests first, clung fiercely and ferociously to its independence, and has stared down and seen through the dizzying array of conflicts of interest inherent in this industry. It is both an honor and a humbling moment to carry on this tradition.”
Chris Chandler joined Ballentine Partners in April of 2015 as Partner and Senior Investment Officer. Prior to joining Ballentine, Mr. Chandler was a member of the executive team of GenSpring Family Offices where he was the Head of Portfolio Implementation and Investment Experience, overseeing the quality of the clients’ investment experience and implementation throughout GenSpring’s network of family offices. He holds the Chartered Financial Analyst® designation and the Chartered Alternative Investment Analyst designation. Mr. Chandler is a member of the CFA Institute and the CFA Society of South Florida. He was awarded a B.S.B.A. from Boston University School of Management and an MBA from Case Western Reserve University’s Weatherhead School of Management.
Pete Chiappinelli joined Ballentine Partners in February of 2022 as a Deputy Chief Investment Officer. Prior to joining Ballentine, Mr. Chiappinelli served as a Senior Portfolio Strategist on the Asset Allocation Team at GMO for over 12 years. Prior to that, he was an Institutional Portfolio Manager within a specialized unit of Fidelity Investments, and before that, Managing Director of Investment Strategy & Research at Putnam Investments. He is a graduate of Carleton College and holds his MBA from The Wharton School at the University of Pennsylvania. Mr. Chiappinelli holds the Chartered Financial Analyst® designation. Additionally, he holds the Chartered Alternative Investment Analyst designation; he was the Founding President of the Boston Chapter of the CAIA Association®.
About Ballentine Partners
Ballentine Partners is an investment and wealth management firm dedicated to serving its clients with integrity and independence. We manage over $9.2 billion of assets (as of 12/31/2022) for private clients who rely on us to be their advisor for all aspects of their complex financial lives. With clients ranging from entrepreneurs with $3.5 million of liquid assets to multi-generational families with over $1 billion, we customize our solutions to our clients’ needs and design our strategies with our clients’ interests in mind.
Carly Augeri
View original content to download multimedia:
SOURCE Ballentine Partners
Stephen Schwartzman, worth $42 billion and at the head of a firm managing almost $1 trillion, says social media is what doomed the bank.
(Bloomberg) — Charles Schwab Corp.’s worst month in more than 35 years has sparked a debate among analysts as to whether the brokerage giant has been unfairly punished by investors amid growing fears about the US banking sector.Most Read from BloombergParents Are Paying Consultants $750,000 to Get Kids Into Ivy League SchoolsTrump Faces Fingerprints, Mug Shot After Dramatic IndictmentUS Stocks Extend Rally as Traders Eye Peak Rates: Markets WrapWorld’s Top-Rated Airport Sees Immigration System
With a yield of 9.62%, the recently expired Series I bond was understandably popular. With interest rates rising, bond funds are down this year and banks continue to offer miserly rates on deposit accounts. So it's no wonder that a … Continue reading → The post It Pays to Procrastinate: The New 6.89% I bonds Will Beat the Old 9.62% Bonds in Just 4 Years appeared first on SmartAsset Blog.
The Dow Jones rose Friday after key inflation data, with the release of the PCE price index, the Fed's preferred measure of inflation.
The satellite deployment startup founded by Branson is letting go of the bulk of its staff, citing an “inability to secure meaningful funding.”
Investors looking for alpha in an uncertain market environment could do worse than following in the footsteps of legendary stock pickers and probably none can match Warren Buffet’s reputation. Not for nothing the “Oracle of Omaha” is considered one of the all-time greats and for nearly 60 years, between 1965 and 2022, his Berkshire Hathaway firm’s returns have doubled those of the S&P 500. So, it’s definitely worth nosing through Buffett’s portfolio to see which stocks he currently holds. And wh
The Charles Schwab Corporation (SCHW) closed the most recent trading day at $52.38, moving -0.17% from the previous trading session.
(Bloomberg) — A Nomura Holdings Inc. strategist is warning that investors are overlooking a crucial clue as they grapple with the path of US inflation and the Federal Reserve’s response. Most Read from BloombergTrump Faces Fingerprints, Mug Shot After Dramatic IndictmentWorld’s Top-Rated Airport Sees Immigration System RestoredHow King Charles Got Thrown Into Disney’s Fight With Florida Governor DeSantisTrump to Be Arraigned Next Week After Historic IndictmentStocks Rally as Traders Eye Peak Ra
T. Rowe Price fixed-income manager Cheryl Mickel identifies the best spots to park short-term cash, how to navigate the banking sector, and where the Federal Reserve may be going next.
Rich Day Company co-founder Robert Kiyosaki dissects why he foresees the Bank of Japan collapsing and the potential implications it could have on the global economy.
Investors enjoyed a small S&P 500 rally in March. But there were much more lucrative places to put money in the month.
(Bloomberg) — Lincoln Power LLC, the owner of two Illinois power plants, filed for bankruptcy after its financial strain was exacerbated by nearly $39 million in penalties levied by the biggest US electric-grid operator. Most Read from BloombergParents Are Paying Consultants $750,000 to Get Kids Into Ivy League SchoolsTrump Faces Fingerprints, Mug Shot After Dramatic IndictmentUS Stocks Extend Rally as Traders Eye Peak Rates: Markets WrapWorld’s Top-Rated Airport Sees Immigration System Restore
Wall Street "currently undervalues" the likelihood that regulators will allow the merger to be completed, according to New Street Research.
An annuity can be an appealing option to build your retirement nest egg. Adding guaranteed retirement income to your retirement can give you financial stability. But the exact amount that you'll get from an annuity each month will vary. Let's … Continue reading → The post How Much Does a $200,000 Annuity Pay Per Month? appeared first on SmartAsset Blog.
With positive flow in both stocks in the technology sector and options making more bullish bets, it's the ideal time to take a look at Nvidia.
These five semiconductor growth stocks have low P/E ratios and sound fundamentals and have gained between 19% and 50% this year so far.
Transocean (RIG) wins two contracts worth $113 million for harsh environment semisubmersibles. It also secures a $91 million plug and abandonment deal in Australia and a $22 million one-well option in Norway.
Recent details give a glimpse what the new Iger era looks like at Disney.
A Citigroup preferred stock yields about 10%, an unusually good deal. Bank regulations passed in the wake of the financial crisis disallowed trust preferred as a component of Tier 1 bank capital but grandfathered the Citigroup issue. This gives Citigroup an incentive to keep the preferred outstanding.
The cryptocurrency ended up in a wallet where Binance had commingled customer funds.


Leave a Comment

Your email address will not be published. Required fields are marked *