News & Press

Coventry Edwards-Pitt named to the Investment News 40 Under 40 for 2016

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.’”

See the methodology here.

Read more about Coventry Edwards-Pitt.

 

You should not infer that the rankings and awards Ballentine Partners has received provide any guarantee or assurance that you will experience the results you desire to achieve by engaging us to provide advice or services.  All industry rankings and awards are based exclusively on information prepared and submitted by firms that decided to participate.  No ranking or award should be construed as a current or past endorsement of Ballentine Partners, LLC by any of our clients.  We will be glad to answer any questions you have regarding rankings and awards, including providing the criteria used for any ranking or award.

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