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


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 quoted in Investment News


Ballentine Partners’ Managing Director, Coventry Edwards-Pitt, was recently quoted in the Investment News article “Dear Mom and Dad: Camp is great; I won a medal for investing!”