Leah M. Warren, CFP®

Leah Warren speaking at the 2019 Gearing Up Conference

06/01/2019

Senior Client Advisor Leah M. Warren, CFP®, is speaking at the 2019 Gearing Up conference tomorrow at Bentley University’s Center for Women and Business.

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Christopher C. Chandler, CFA, CAIA

Chris Chandler speaking at Opal Group’s Impact Investing Forum

03/26/2019

Partner and Senior Investment Advisor Christopher C. Chandler, CFA, CAIA, will be speaking at Opal Group’s 4th annual Impact Investing Forum next Monday, April 1.

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Coventry Edwards-Pitt, CFA, CFP®, Grandchildren, finance, lead, family office forum

Speaking Engagement: Learning to Lead: Developing Leaders & Partners

10/17/2015

Coventry Edwards-Pitt was a featured panelist during the Keynote Presentation of Bob Veres’ Insider’s Forum on September 29, 2015.

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Michael Chimento, CFA, funds, private

Speaking Engagement: Investing in Private Debt

10/15/2015

Michael Chimento, CFA, Investment Advisor for Ballentine Partners, was featured as a panelist at the Private Debt Investor Conference.

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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

Speaking Engagement: New England Women in Family Office Half Day Conference

09/23/2015

Coventry Edwards-Pitt, Chief Wealth Advisory Officer, recently spoke at the Fidelity New England Women in Family Office Half Day Conference. There she facilitated a discussion with attendees on how children develop a sense of self, and how parents can use this knowledge to help instill values.

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