Leah M. Warren, CFP®

Leah Warren speaking at the 2019 Gearing Up Conference

06/01/2019

Senior Client Advisor Leah M. Warren, CFP®, is speaking at the 2019 Gearing Up conference tomorrow at Bentley University’s Center for Women and Business.

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

Speaking Engagement: Harvard Business School Finance Conference 2016

12/04/2016

On Sunday December 4th, our Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, spoke at Harvard Business School’s Finance Conference, sharing her insights on gender, diversity, and the realities of the finance industry.

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Investor

Speaking Engagement: More Than Just Money

10/29/2015

Jennifer Dowling Dougherty, Senior Investment Advisor at Ballentine Partners, moderated a panel on entrepreneurs and investing at HUBweek Boston on October 7th. The panel discussed the ways female investors can increase the percentage of women-owned businesses.

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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: 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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