Elite Adviser

The Wall Street Journal features Covie Edwards-Pitt in “Elite Adviser: Be a Consultant to Wealthy Families”

10/16/2014

Coventry Edwards-Pitt, Chief Wealth Advisor Officer at Ballentine Partners, was featured as an elite adviser and talks with the Wall Street Journal about her career in fee-only advising and what brought her to Ballentine Partners.

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The Street.com

The Street.com features “Raised Healthy, Wealthy &Wise”

09/16/2014

Covie Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, speaks with The Street.com’s Gregg Greenberg in “Time Beats Money When Raising Kids ‘Healthy, Wealthy & Wise’.”

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Coventry Edwards-Pitt on Money Beat, Universal lessons

WSJ.com interviews Covie Edwards-Pitt on universal lessons in investing

09/16/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, was interviewed on WSJ.com’s MoneyBeat about universal lessons in investing in the video, “Investing Keys for Average Investor, Ultra-Wealthy”.

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Color headshot of author Coventry Edwards-Pitt

Covie Edwards-Pitt blogs on Forbes.com about inheritance

09/15/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, blogs on Forbes.com, “4 Critical Skills Your Child Needs to Develop Before Inheriting Your Money.”

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Roy Ballentine, CLU, ChFC, CFP®, insurance

Roy Ballentine speaks with Private Asset Management on the importance of insurance

09/04/2014

Roy Ballentine, Ballentine Partners’ Chairman of the Board and Founder, was interviewed by Private Asset Management in their recent article, “Added Value” about the importance of insurance.

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Coventry Edwards-Pitt, Covie, Raised Healthy Wealthy Wise, MarketWatch, WSJ, Wall Street Journal, Women, ,Finance, Money, Heirs, keys to success, book, social impact investing, preserving

Covie Edwards-Pitt speaks with UR Business Network on Passing Wealth to Heirs

08/20/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, was interviewed by Mind Your Own Business: Entrepreneurs for Entrepreneurs on the importance of comprehensive wealth management.

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Coventry Edwards-Pitt, Covie, Raised Healthy Wealthy Wise, MarketWatch, WSJ, Wall Street Journal, Women, ,Finance, Money, Heirs, keys to success, book, social impact investing, preserving

Covie Edwards-Pitt speaks with Investment News on keys to success

08/17/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, talks with Investment News in “Organic growth is key to $4.8b firm’s success.”

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Drew McMorrow on Exit Planning

Drew McMorrow discusses the importance of Exit Planning

08/15/2014

Drew McMorrow, Ballentine Partners’ President, talks about exit planning and how business owners can save millions by planning ahead.

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Coventry Edwards-Pitt, Covie, Raised Healthy Wealthy Wise, MarketWatch, WSJ, Wall Street Journal, Women, ,Finance, Money, Heirs, keys to success, book, social impact investing, preserving

Bloomberg discusses Covie Edwards-Pitt’s book, “Raised Healthy, Wealthy & Wise”

08/07/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, and her book, “Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way” was featured in Bloomberg’s article, “The Proper Care and Feeding of Your Spoiled 23-Year-Old.”

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Coventry Edwards-Pitt, Covie, Raised Healthy Wealthy Wise, MarketWatch, WSJ, Wall Street Journal, Women, ,Finance, Money, Heirs, keys to success, book, social impact investing, preserving

Covie Edwards-Pitt blogs on Forbes.com about Social Impact Investing

08/07/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, blogs on Forbes.com, “Social Impact Investing: A Flash In The Pan Or The Wave Of The Future?”

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