Coventry Edwards-Pitt
Raised Healthy, Wealthy & Wise featured in Money.com article on experts’ resources for raising financially fit kids
04/11/2019Raised Healthy, Wealthy & Wise by Covie Edwards-Pitt, CFA, CFP®, was featured in the Money.com article “How to Teach Your Kids About Money — and Make Them WANT to Do Chores — According to Family Finance Experts”.
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Ballentine Partners’ Coventry Edwards-Pitt releases new book “Aged Healthy, Wealthy & Wise”
11/06/2017Nationally recognized wealth advisor Coventry Edwards-Pitt applies the success-story format of her highly acclaimed first book, Raised Healthy, Wealthy & Wise, to one of today’s most pressing issues: how to age well—given our increased longevity—and ensure that our later years have a positive rather than negative impact on our families.
READ MOREAge Healthy, Wealthy & Wise at the FOX Fall Forum
10/24/2017People are living longer than ever, but are we living better than ever? Is there anything we can do when we’re younger to make sure our last years are the best they can be?
READ MOREInvestment News speaks with Coventry Edwards-Pitt on what wealthy clients can do to ensure their children are well grounded
03/17/2017Our Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, was quoted in the Investment News article “Help wealthy clients to avoid deadbeat kids.” Children raised amongst wealth often face a unique set of challenges when learning about motivation, accountability, and what it means to succeed.
READ MORESpeaking Engagement: Harvard Business School Finance Conference 2016
12/04/2016On Sunday December 4th, our Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, spoke at Harvard Business School’s Finance Conference, sharing her insights on gender, diversity, and the realities of the finance industry.
READ MORECoventry Edwards-Pitt named to the Investment News 40 Under 40 for 2016
07/16/2016Coventry Edwards-Pitt, Chief Wealth Advisory Officer, was named to the Investment News 40 Under 40 for 2016.
READ MOREeFinancialCareers Speaks With Covie Edwards-Pitt on the state of the Wealth Management Industry
01/07/2016Covie Edwards-Pitt, Chief Wealth Advisory Officer, was featured in the eFinancialCareers article, “Are wealth management firms really facing a shortage of financial advisers?”
READ MORESpeaking Engagement: Harvard Business School Finance Conference 2015
11/01/2015Coventry Edwards-Pitt, Chief Wealth Advisory Officer, spoke at the Finance Conference at Harvard Business School on October 24th, 2015. Covie spoke on the “Women in Finance” panel, where the group discussed what role gender plays in the financial sector and the potential challenges women face in the field.
READ MORESpeaking Engagement: Learning to Lead: Developing Leaders & Partners
10/17/2015Coventry Edwards-Pitt was a featured panelist during the Keynote Presentation of Bob Veres’ Insider’s Forum on September 29, 2015.
READ MORESpeaking Engagement: Southeastern Family Office Forum
09/30/2015Coventry Edwards-Pitt, Chief Wealth Advisory Officer, gave the keynote address at the Southeastern Family Office Forum in Atlanta, Georgia on September 16th, 2015. The conference featured deep, meaningful sessions designed to provide attendees practical information to take away.
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