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.

READ MORE
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

Covie Edwards-Pitt speaks with The Wall Street Journal about protecting your family against the financial and emotional strain of dementia

06/27/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, was interviewed by The Wall Street Journal about how to protect your family, and finances, from Alzheimer’s.

READ MORE
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

Coventry Edwards-Pitt blogs on Forbes.com about 3 Life Lessons Only a Real Summer Job Can Teach Your Teen

06/25/2014

Covie Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, blogs on Forbes.com, “Minimum Wage, Maximum Values.”

READ MORE
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

Coventry Edwards-Pitt speaks with the New York Times about wealth and children

03/21/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer was featured in the New York Times article “Looking for Ways to Keep Money From Dividing a Family.”

READ MORE