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.’”

Read more about Coventry Edwards-Pitt.


Methodology provided by Investment News: The editorial staff at InvestmentNews began this year’s 40 Under 40 project in February by reviewing the traits we were seeking to recognize most strongly in this year’s class. At weekly meetings that continued into spring, as we combed through the profiles of this year’s 800 nominees, we searched for the key attributes that have always defined our winners: their accomplishments to date, contributions to the industry, leadership and promise. But paper resumes rarely paint the full picture. In presenting this year’s winners, we also wanted to focus on the intangibles: those special qualities that make an individual stand out and force the world to take notice. As a result, this year’s class of 2016 showcases the power of personality. In collaboration with author Sally Hogshead, we created a quick and fun personality test that we gave to each of our winners. The purpose of the questionnaire was to reveal to candidates, in a light and entertaining way, how they are perceived by others and what are their strengths. At the end of the test, each candidate received a personality archetype. Among this year’s class are young talents deemed by our quiz results as “Victors,” seen by the world as respected and competitive; “Maestros,” who are ambitious and confident; and genuine and sure-footed “Guardians”— all traits worth highlighting for those who want to serve the community as top financial advisers. Honorees in the 40 Under 40 class of 2016 are just as impressive as our inaugural class from 2014 and last year’s class. As always, we had a tough time narrowing the pool down to a select group of 40. We confirmed our choices at our annual 40 Under 40 lunch in June, which had a record turnout. We hope that InvestmentNews readers will feel they are well-served — and we hope inspired — as we share the stories of our latest generation of enterprising young talent.

Note: Of the 800 nominees, 40 were selected.  No fee was paid to participate.”


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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.