Book cover showing a boy riding a bicycle with an adult's hand on his back, Family Wealth Report

Family Wealth Report features Covie Edwards-Pitt’s book “Raised Healthy, Wealthy & Wise”

11/21/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer was featured in Family Wealth Report’s exclusive interview “Passing On Wisdom, Raising Responsible Children With Wealth – New Book.” (Subscription required

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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, 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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Ballentine Partners logo

Financial Advisor lists Ballentine Partners in their RIA Survey & Ranking

06/27/2014

Ballentine Partners was listed in Financial Advisor Magazine’s “2014 RIA Ranking” (based on figures from Financial Advisors’ 2014 RIA survey).

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Leah M. Warren, CFP®, Financial Advisor, Financial Planning Industry

Speaking Engagement: Young & Professional: Are You Where You Should Be Financially?

05/19/2014

Leah Warren presented “Young & Professional: Are You Where You Should Be Financially?”, part of EventBrite’s speaker series.

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