Coventry Edwards-Pitt, Chief Wealth Advisory Officer, spoke at the Finance Conference at Harvard Business School on October 24, 2015. Covie was a panelist on “Women in Finance: What it Means to be a Woman in Finance in 2015”, where they discussed the state of women in the field. Topics included challenges, the impact of diversity, and the personal experiences of the panelists.

In her role, Covie is responsible for thought leadership for the firm, including the development and management of the firm’s family education, family governance, and philanthropic offerings.  Covie also leads several of the firm’s large family client engagements and manages all aspects of her clients’ financial affairs, including their investment portfolios, tax and estate planning, insurance needs, philanthropic planning, and liquidity planning.  Covie specializes in helping her clients to manage the impact of their wealth and ensure that their comprehensive wealth management strategy reflects their families’ values and goals.  Learn more about Coventry Edwards-Pitt.

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