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

Speaking Engagement: New England Women in Family Office Half Day Conference

09/23/2015

Coventry Edwards-Pitt, Chief Wealth Advisory Officer, recently spoke at the Fidelity New England Women in Family Office Half Day Conference. There she facilitated a discussion with attendees on how children develop a sense of self, and how parents can use this knowledge to help instill values.

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Leah M. Warren, CFP®, Financial Advisor, Financial Planning Industry

Speaking Engagement: Young & Professional: Are You Where You Should Be Financially?

05/19/2014

Leah Warren presented “Young & Professional: Are You Where You Should Be Financially?”, part of EventBrite’s speaker series.

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Austin Poirier, MSFP, CFA, volatility, others

Speaking Engagement: Investing in Our New Tax Reality – Ramifications for Your Clients’ Portfolios

05/09/2014

Austin Poirier, a Senior Investment Advisor at Ballentine Partners, moderated a panel discussion at the East Coast RIA Investment Forum hosted by Institutional Investor which reviewed the landscape in terms of what investors are doing – or not – to change the way they invest because of tax ramifications.

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Alex Knapp

Speaking Engagement: Global Convergence – Investment Opportunities in 2014

04/09/2014

Alex Knapp, an Investment Analyst at Ballentine Partners, was one of the distinguished panelists at the 3PM 2014 Annual Conference – New Horizons – Investment Marketing in the Age of Globalization.

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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

Speaking Engagement: Boston Estate Planning Council Seminar – The Rising Tide of Cognitive Decline

01/23/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, was invited as a panelist at the Boston Estate Planning Council’s panel discussion about the issue of cognitive decline and how families can implement best practices now to ensure that their financial strategies, wealth transfer plans, and family relationships survive the impact of this devastating disease.

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