Keynote
Speaking Engagement: Ballentine Partners Executive Chairman & Founder to present keynote at 2017 Insider’s Forum
08/17/2017On Thursday, September 7, 2017, Executive Chairman and Founder, Roy Ballentine, CLU, ChFC, CFP®, will present a keynote address at Bob Veres’ Insider’s Forum Conference.
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Speaking 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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