Coventry Edwards-Pitt, CFA, CFP®Partner & Chief Creative Officer
As a Partner and the Chief Creative Officer at Ballentine Partners, Covie is responsible for thought leadership for the firm and for ensuring that the firm brings novel thinking to our clients.
Covie has led the firm’s 10-year research effort into best practices around the impact of wealth and has authored the firm’s Healthy, Wealthy & Wise Collection, a three-book series that highlights success stories of how individuals have reconciled their financial abundance with the values and relationships that matter most in their lives. The first book, Raised Healthy, Wealthy & Wise (2014), focuses on helping parents to raise grounded children amid wealth, the second, Aged Healthy, Wealthy & Wise (2017), centers on how to design a vibrant later life and legacy, and the third, Engaged Healthy, Wealthy & Wise (2023), offers a roadmap for inheritors and their significant others on how to navigate love and family wealth and forge their own joint path.
Covie’s books live at the intersection of heart and wealth and underpin Ballentine’s distinct approach with clients which puts human relationships at the center of financial decisions and aims to maximize not just wealth but also well-being. Covie has spoken at over 150 events for wealth-owning families and their advisors. She facilitates virtual peer cohorts around the books’ content and consults to individuals about how to implement the books’ strategies in their own families.
Prior to joining the firm in 2004, Covie consulted to financial advisory firms on manager evaluation, investment research, and marketing strategy through her own firm, Chauncy Street Consulting, LLC. Covie started her career at Goldman Sachs. There she was Chief of Staff of Goldman Sachs’ Global Manager Strategies investment group, where she helped develop systems for manager searches in eleven asset classes.
Covie graduated with an A.B. from Harvard College. She holds the Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner. She has been quoted widely, including in The New York Times, The Wall Street Journal, Bloomberg, and Investment News.
A trained opera singer and pianist, Covie is a member of the Women Presidents’ Organization and the Collaboration for Family Flourishing.