Author and Chief Wealth Advisory Officer Coventry Edwards-Pitt, CFA, CFP®, is a featured author in the book Wealth of Wisdom: the Top 50 Questions Wealthy Families Ask. The book is broken down into 9 topics, each with different chapters written by industry experts answering some of the toughest questions wealthy families often grapple with. Her chapter, “How Can Your Family Encourage Financial Literacy in Every Member?” answers that seemingly simple question in a surprising way: it’s not just about knowing technical terms and how to save; it’s about their deeper values. You can hear more about Covie’s insights on the subject in Episode 12 of the Wealth of Wisdom Podcast.
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Coventry Edwards-Pitt, CFA, CFP®, is the Chief Wealth Advisory Officer at Ballentine Partners, a firm that specializes in providing investment and wealth management advice to wealthy families and entrepreneurs. She began her career at Goldman Sachs after graduating from Harvard University. Covie is also the author of Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way (2014). Since its publication, Covie has spoken at over 70 events for wealth owning families and their advisors, sharing the book’s key messages about what works when raising children amid wealth. She lives in the Boston area with her husband and daughter. Learn more about Coventry Edwards-Pitt.
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