Coventry Edwards-Pitt, CFA, CFP®, Grandchildren, finance, lead, family office forum

Covie Edwards-Pitt Blogs on Inheritances for Grandchildren

04/06/2016

Covie Edwards-Pitt, Chief Wealth Advisory Officer, writes about guidelines for planning grandchildren’s inheritances as a guest columnist for the blog Ask Dr. Gramma Karen on MommyBites.com.

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Michael Chimento, CFA, funds, private

Michael Chimento discusses private equity at the PDI Investors’ Council

03/31/2016

Michael Chimento, Managing Director and Senior Investment Advisor, was one of a select few invited to participate in the PDI Investor’s Council in California.

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Michael Chimento, CFA, funds, private

Michael Chimento Speaks With Financial Advisor IQ on the Trend Towards Selecting Passively Managed Funds

02/12/2016

Michael Chimento, Senior Investment Advisor, was featured in the Financial Advisor IQ article, “Why Many Advisors Aren’t Convinced About Passives”.

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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

eFinancialCareers Speaks With Covie Edwards-Pitt on the state of the Wealth Management Industry

01/07/2016

Covie Edwards-Pitt, Chief Wealth Advisory Officer, was featured in the eFinancialCareers article, “Are wealth management firms really facing a shortage of financial advisers?”

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