Chad Lilly (he/him/his) is #hiring. Know anyone who might be interested?
Pennington Partners & Co.
Investment Management
Bethesda, Maryland 4,307 followers
Experience a true family office.
About us
Originally founded to serve the needs of the two founding families, who have built and sold companies in various industries, Pennington Partners & Co. offers a partnership of entrepreneurs and families with aligned interests and a shared vision and spirit of innovation. We provide a breadth of investment, wealth planning, and personal financial administration solutions that were created by and for Founders, CEOs, wealth creators, and multi-generational families.
- Website
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http://www.penningtonpartners.co/
External link for Pennington Partners & Co.
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Bethesda, Maryland
- Type
- Privately Held
- Founded
- 2016
Locations
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Primary
7920 Norfolk Rd Suite 1150
Bethesda, Maryland 20814, US
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1400 Post Oak Blvd
Suite 625
Houston, Texas 77056, US
Employees at Pennington Partners & Co.
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Megan B.
Partner at Pennington Partners & Co
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Marc J. Halsema
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Chad Lilly (he/him/his)
Vice President, Talent Acquisition | Director Recruiting | Technical Recruiter | Talent Management | Strategy | Workforce Planning | ATS…
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Olimpia Nowicka-Sulla, Esq., LLM (Taxation), TEP
Attorney licensed in the District of Columbia, Estate and Tax Planning, Trusts and Estates Administration, Probate
Updates
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I wanted to extend the invite to anyone in my network that wants to join another awesome webinar our Director of Health & Wellness, Jill Sheppard Davenport, has put together with author and retired Navy SEAL Commander Rich Diviney on Wednesday, July 17th from 12-1pm ET, please see below for registration details!
Are you interested in sharpening your mind, progressing as a leader or building high performing teams? Please join our Director of Health & Wellness, Jill Sheppard Davenport, on Wednesday, July 17, 12-1pm ET for a truly special conversation with Rich Diviney, the retired Navy SEAL commander who was responsible for training elite SEAL teams to handle the nation’s most critical missions. Since retiring from the Navy, Rich has worked with thousands of business, athletic, and military leaders to consult on leadership, assessment & selection, and optimal performance. We’ll cover: * The qualities of high performing teams and how to build them effectively. * Why highly skilled, motivated employees can fail to meet expectations and how to turn that around. * What went into creating the first ever “Mind Gym,” to help Navy SEALs train their minds to perform faster, longer, and better – and how those skills are applicable to everyone. * Steps for sharpening your mind and progressing as a leader. Because we are so impressed by Rich's work, we’re also sharing his book, The Attributes: 25 Hidden Drivers of Optimal Performance, with those who attend live. Wednesday, July 17, 12-1pm ET! Here’s the link to register. Can't attend live and would like the recording? Simply select "Register to Join Us" to input your info and receive the recording. https://lnkd.in/eT9jcT8B
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Are you interested in sharpening your mind, progressing as a leader or building high performing teams? Please join our Director of Health & Wellness, Jill Sheppard Davenport, on Wednesday, July 17, 12-1pm ET for a truly special conversation with Rich Diviney, the retired Navy SEAL commander who was responsible for training elite SEAL teams to handle the nation’s most critical missions. Since retiring from the Navy, Rich has worked with thousands of business, athletic, and military leaders to consult on leadership, assessment & selection, and optimal performance. We’ll cover: * The qualities of high performing teams and how to build them effectively. * Why highly skilled, motivated employees can fail to meet expectations and how to turn that around. * What went into creating the first ever “Mind Gym,” to help Navy SEALs train their minds to perform faster, longer, and better – and how those skills are applicable to everyone. * Steps for sharpening your mind and progressing as a leader. Because we are so impressed by Rich's work, we’re also sharing his book, The Attributes: 25 Hidden Drivers of Optimal Performance, with those who attend live. Wednesday, July 17, 12-1pm ET! Here’s the link to register. Can't attend live and would like the recording? Simply select "Register to Join Us" to input your info and receive the recording. https://lnkd.in/eT9jcT8B
Welcome! You are invited to join a webinar: The Attributes: Hidden Drivers of Optimal Performance. After registering, you will receive a confirmation email about joining the webinar.
us02web.zoom.us
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Pennington Partners & Co., through its affiliate Pennington Real Estate Partners, is pleased to announce the closing of a $16 million equity investment in a Qualified Opportunity Zone multifamily development in Nashville, TN. The investment was made from PREP's Opportunity Zone Fund I, which seeks to deploy tax-efficient, structured equity capital into QOZ projects nationwide. The investment was led by PREP MDs Taylor Coe and Alex Rongione, who see the current capital markets dislocation as an attractive time to deploy structured capital into niche opportunities.
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A Standard of Excellence: We're Thrilled to Announce that Pennington Partners & Co. has won a Family Wealth Report Best Multi-Family Office Award for a Second Year in a Row! Pennington Partners & Co. is proud to be selected as the winner of the 2024 Best Multi-Family Office ($2.5 Billion to $5.0 Billion AUM/AUA category) in the Eleventh Annual Family Wealth Report Awards. Pennington was honored last year at the Family Wealth Report Awards as the Best Multi-Family Office (under $2.5B AUM/AUA). This recognition underscores our commitment to serving as a trusted advisor to highly successful entrepreneurial founders and their families. It also reflects the strength of our organizational culture and the exceptional talents of our team here at Pennington. We are honored to be included as one of the most innovative and exceptional firms serving ultra-high net worth families in North America. Congratulations to all the other winners as well!
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Reminder about our health and wellness webinar TODAY (3/26) at noon ET! We’ll be discussing vision and eye health with the wonderful Dr. Neda Gioia OD, CNS, FOWNS, CFMP. One of the topics we’ll cover is how the eyes, brain health and longevity interconnect, and how protecting our vision is a great investment in our overall wellness as we age. Plus, we’ll talk about how to help kiddos protect their eyes, given this unprecedented era of screen time in school and at home. And, we’ll get into supplements, blue blockers and tech – which help, which don’t and why. Here’s the link to register! If you can't make it live, those who register will automatically receive the recording after. https://lnkd.in/eSuQMb3F
Welcome! You are invited to join a webinar: Your Vision for Healthy Longevity. After registering, you will receive a confirmation email about joining the webinar.
us02web.zoom.us
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Are you interested in learning about how to protect your vision from constant screen time? Or in approaches to help you maintain healthy eyes, vision & cognition, as part of your approach to longevity? Join our Director of Health & Wellness Jill Sheppard Davenport in conversation with Dr. Neda Gioia OD, CNS, FOWNS, CFMP, founder and owner of Integrative Vision, President of the Ocular Wellness and Nutrition Society, and frequent presenter at medical and nutrition conferences on ocular health. Next Tuesday, March 26, 12-1 ET! A few things we’ll cover: ✅ The best nutrients, tools and tech for protecting your eyes from too much screen time. ✅ Nutritional strategies that may help improve or lower the risk of developing macular degeneration, floaters, and poor night vision. ✅ Approaches professional athletes use for improving vision that can help all of us. ✅ Ways eye and brain health are interconnected, and how supporting the eyes helps protect against cognitive decline at the same time. Link to the webinar registration is below. Come with questions! Can't attend live? Register to receive the recording. https://lnkd.in/eVUsB4Jc
Welcome! You are invited to join a webinar: Your Vision for Healthy Longevity. After registering, you will receive a confirmation email about joining the webinar.
us02web.zoom.us
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We’re honored to share that Pennington Partners & Co. was named a winner – for the second year in a row – in the 2024 Private Asset Management awards by With Intelligence! This year, we won the category for “Best Family Office – Long-Term Investment Philosophy”. It’s an important acknowledgement of the hard and work and dedication that our team brings to clients every single day. Thank you to the judges for recognizing what we have accomplished as a firm, the growth we’ve achieved, and how this has benefited our partner families. And congratulations to all of this year’s winners as well!
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Reminder! Our post-holiday health reset webinar is this Wednesday 1/10 at 12:00pm ET. Our own Jill Sheppard Davenport will be joined by Dr. Brooke Scheller, DCN, CNS to discuss the ways that drinking habits impact our health – and how to find better balance. We’ll also share tips on how to know if alcohol is impacting your overall health and longevity. More to come in Wednesday’s discussion! Can’t join? Make sure to register so you can receive a link to the presentation. https://lnkd.in/gKfdSUpz
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Are you interested in a post-holiday health reset? Or, are you thinking about kicking off 2024 with a “Dry January”? As part of Pennington’s Health & Wellness webinar series, join Jill Sheppard Davenport in conversation with Dr. Brooke Scheller, DCN, CNS Scheller, Doctor of Clinical Nutrition, author of the new book, How to Eat to Change How You Drink, and expert advisor to executives, celebrities, and other successful clients. Next Wednesday, January 10! A few things we’ll cover: ✅ Nutritional strategies that can help you more easily adjust how much or how often you drink ✅ Biomarkers to track, to know if alcohol is impacting your health or longevity ✅ How changing the way you drink can improve cardiovascular health, cholesterol, and more ✅ Science around the health benefits vs. detriments of red wine. Link to the webinar registration is below. Come with questions! Can't attend live? Register to receive the recording. https://lnkd.in/eBSpRsiU