Chief Wealth Advisory Officer Coventry Edwards-Pitt, CFA, CFP®, author of Author of the Healthy, Wealthy & Wise collection, spoke at the Rhode Island Foundation on May 10th about what people can do to ensure that they make the most out of their elder years. At the Foundation, Covie shared insights she learned while writing her book, Aged Healthy, Wealthy, & Wise, and told stories of vibrant elders on what steps they took to make sure that the legacy they leave behind for their loved ones is positive.
“For us in that room, there may have been an epiphany of sorts – that philanthropy always offers an important bridge to learning more about a client’s values – values that tap into the deepest emotions surrounding living, dying, and what we leave behind.” – Jim Sanzi, “Designing a life that allows you to age well”
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 has been recognized as one of the “50 Most Influential Women in Private Wealth” (Private Asset Management 2016). 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.
