Covie is a Partner and the Chief Wealth Advisory Officer at Ballentine Partners where she is responsible for thought leadership for the firm, including the development and management of the firm’s family education, family governance, and philanthropic offerings. Covie also leads several of the firm’s large family client engagements and specializes in helping her clients manage the impact of their wealth and ensure that their wealth management strategy reflects their families’ values and goals.
Covie is the author of the Healthy, Wealthy & Wise collection, a two-book series based on interviews that highlight success stories: the first, Raised Healthy, Wealthy & Wise (2014), focuses on raising children to be grounded and successful adults amid wealth and the second, Aged Healthy, Wealthy & Wise (2017), focuses on designing a vibrant and purposeful later life and legacy. Covie has spoken widely on the lessons in the books and has been a featured speaker at over 80 events for wealth-owning families and their advisors. She also consults to individuals about how to implement the books’ best practices in their own lives and within their own families.
Covie has been recognized as one of “The 50 Most Influential Women in Private Wealth” by Private Asset Management, one of the “Top 50 Women in Wealth Management” by Wealth Manager/AdvisorOne.com, and was selected to the Boston Business Journal’s “40 Under 40” list. Covie has been quoted widely, including in The New York Times, The Wall Street Journal, Bloomberg, and Investment News.