Book cover showing a boy riding a bicycle with an adult's hand on his back, Family Wealth Report

Raised Healthy, Wealthy & Wise featured in Money.com article on experts’ resources for raising financially fit kids

04/11/2019

Raised 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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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

Ballentine Partners’ Coventry Edwards-Pitt releases new book “Aged Healthy, Wealthy & Wise”

11/06/2017

Nationally 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.

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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

Age Healthy, Wealthy & Wise at the FOX Fall Forum

10/24/2017

People 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?

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

Investment News speaks with Coventry Edwards-Pitt on what wealthy clients can do to ensure their children are well grounded

03/17/2017

Our 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.

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

Speaking Engagement: Harvard Business School Finance Conference 2016

12/04/2016

On 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.

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

Coventry Edwards-Pitt named to the Investment News 40 Under 40 for 2016

07/16/2016

Coventry Edwards-Pitt, Chief Wealth Advisory Officer, was named to the Investment News 40 Under 40 for 2016.

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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

eFinancialCareers Speaks With Covie Edwards-Pitt on the state of the Wealth Management Industry

01/07/2016

Covie Edwards-Pitt, Chief Wealth Advisory Officer, was featured in the eFinancialCareers article, “Are wealth management firms really facing a shortage of financial advisers?”

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

Speaking Engagement: Harvard Business School Finance Conference 2015

11/01/2015

Coventry 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.

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

Speaking Engagement: Southeastern Family Office Forum

09/30/2015

Coventry 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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