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


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

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

Speaking Engagement: Harvard Business School Finance Conference 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.