Wealth

Speaking Engagement: Harvard Business School Finance Conference 2015
11/01/2015Coventry 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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Author Spotlight podcast with Coventry Edwards-Pitt
07/16/2015Mike 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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Speaking Engagement: Women in the Financial Planning Industry
12/23/2014Leah Warren was a featured panelist at Bentley University’s panel, speaking with, and about, women in the financial planning industry.
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The Wall Street Journal speaks with Covie Edwards-Pitt about passing money lessons onto children
11/22/2014Coventry 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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Family Wealth Report features Covie Edwards-Pitt’s book “Raised Healthy, Wealthy & Wise”
11/21/2014Coventry 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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Covie Edwards-Pitt blogs for Family Office Exchange
11/11/2014With 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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Covie Edwards-Pitt speaks with The Wall Street Journal about raising children amid wealth
11/05/2014The 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 blogs on Forbes.com about 7 wealth-draining behaviors to avoid
05/20/2014Covie 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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