Coventry Edwards-Pitt, CFA, CFP®, was named to Investment News’ 40 Under 40 for 2016. The article describes how Covie has used her passion to help others as a fuel for her work in the industry, including advising client families and writing her book, “Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way”.
“Her motivation in becoming an RIA was the same that fueled her desire to study pre-med at Harvard University. There’s a similar, intimate human connection, maybe closer to that of a country doctor making a house call, according to Ms. Edwards-Pitt.
‘I decided I wanted to help people,’ she said. ‘It came full circle to this.’”
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