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

Speaking Engagement: Harvard Business School Finance Conference 2015

11/01/2015

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.

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Book cover showing a boy riding a bicycle with an adult's hand on his back, Family Wealth Report

Author Spotlight podcast with Coventry Edwards-Pitt

07/16/2015

Mike Consol of Real Assets Adviser interviewed Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, in their Author Spotlight on her book, “Raised Healthy, Wealthy & Wise.”

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

Speaking Engagement: Women in the Financial Planning Industry

12/23/2014

Leah Warren was a featured panelist at Bentley University’s panel, speaking with, and about, women in the financial planning industry.

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Coventry Edwards-Pitt, lessons

The Wall Street Journal speaks with Covie Edwards-Pitt about passing money lessons onto children

11/22/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, talks about passing money lessons onto children in The Wall Street Journal article, “The Holiday Opening for Family Discussions: You Can Talk About Family Finances Without Ruining Dinner.”

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Book cover showing a boy riding a bicycle with an adult's hand on his back, Family Wealth Report

Family Wealth Report features Covie Edwards-Pitt’s book “Raised Healthy, Wealthy & Wise”

11/21/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer was featured in Family Wealth Report’s exclusive interview “Passing On Wisdom, Raising Responsible Children With Wealth – New Book.” (Subscription required

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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

Covie Edwards-Pitt blogs for Family Office Exchange

11/11/2014

With toy catalogues in the mailbox and Thanksgiving right around the corner, I’ve been finding myself thinking a lot lately about the gifts we give to our children and which ones they end up being truly thankful for when they are older…

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Raising children

Covie Edwards-Pitt speaks with The Wall Street Journal about raising children amid wealth

11/05/2014

The Wall Street Journal interviews Coventry Edwards-Pitt, Chief Wealth Advisory Officer at Ballentine Partners and author of “Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way.”

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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

Coventry Edwards-Pitt blogs on Forbes.com about 7 wealth-draining behaviors to avoid

05/20/2014

Covie Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, blogs on Forbes.com in “How to Destroy Your Wealth in 7 Easy Steps.”

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