Waltham, MA, October 20, 2011 – Coventry Edwards-Pitt, Ballentine Partners’, Chief Wealth Advisory Officer, has been named one of Boston Business Journal‘s 40-under-40 honorees for 2011.
“Boston Business Journal selected Covie for her noteworthy contributions to the field of wealth management and to the broader community,” said Roy Ballentine, founder and CEO of Ballentine Partners. “As a wealth management executive and active participant in Boston’s philanthropic community, Covie brings an extraordinary level of energy, enthusiasm and insight to everything she does,” Mr. Ballentine added.
“One of the most important parts of my practice is helping my clients navigate the complex emotional and family dynamics associated with wealth,” says Ms. Edwards-Pitt, who facilitates meetings for her clients and works with multiple generations of her clients’ families to coach them on financial matters and develop in them a sense of ownership of their financial lives. Ms. Edwards-Pitt also counsels her clients on their family foundations, developing mission and vision statements, and outlining governance procedures.
Ms. Edwards-Pitt was recently named the firm’s Chief Wealth Advisory Officer, responsible for Ballentine’s entire wealth advisory practice. As Chief Wealth Advisory Officer, Covie is responsible for the management and thought leadership of the firm’s wealth advising practice, ensuring outstanding advice and service across the firm’s 100+ client family relationships representing about $6.5 billion of assets under advisement. The role is a natural extension of her seven years at the firm as a Senior Client Advisor to several of Ballentine’s largest client engagements, delivering sophisticated wealth management solutions to clients across all aspects of their financial affairs.
Prior to joining Ballentine in 2004, Ms. Edwards-Pitt consulted to financial advisory firms on manager evaluation, investment research and marketing strategy through her own firm, Chauncy Street Consulting, LLC. She began her career at Goldman Sachs where she was Chief of Staff of the firm’s Global Manager Strategies investment group.
Ms. Edwards-Pitt is a member of the Boston Foundation’s Professional Advisor Committee. She is on the board of Emmanuel Music and is a trained opera singer and pianist. She also serves as a mentor in the Year Up program which is dedicated to empowering urban youth to reach their full potential.
Ms. Edwards-Pitt graduated Magna Cum Laude with an AB from Harvard College in History of Science with a Certificate in Mind, Brain & Behavior. She has been named one of the “Top 50 Women in Wealth Management” for the last three consecutive years by Wealth Manager/AdvisorOne.com and was recognized by the Family Wealth Alliance as a “40minus Leader of 2009” in March 2009. She was also named one of the “20 Rising Stars of Wealth Management” by Institutional Investor News in September of 2008. Ms. Edwards-Pitt lives in the Boston area with her husband and child.
Methodology provided by The Boston Business Journal: The 40 designates, all under age 40, were selected by the Boston Business Journal editorial committee from a pool of 500 nominees submitted by members of the Boston area business community. Judges reviewed more than 500 nominations, considering not just professional accomplishments but also community involvement. No fee was paid to participate.
To learn more about how the survey was conducted, see here. This survey does not imply anything about a particular client’s experience or investment results with Ballentine Partners.
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Ballentine is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see individual post as to participation data). No ranking or recognition should be construed as a current or past endorsement of Ballentine by any of its clients. ANY QUESTIONS: Ballentine’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.