Coventry Edwards-Pitt, also known as Covie, is a partner and Chief Creative Officer at Ballentine Partners. She is an author who has written several books, including, “Healthy, Wealthy, and Wise,” and has held numerous jobs and positions in her 24 years of experience. Covie’s experience makes her not just facile in dealing with individual concerns, but with families as well. In this episode, we will be covering how parents can better support the well-being of their children as they grow to become responsible, functioning, and capable adults.
In This Episode:
Meet Covie Edwards-Pitt:
Named one of the “Top 50 Most Influential Women Private Wealth,” Coventry (Covie) Edwards-Pitt, CFA, CFP® is the Chief Creative Officer of Ballentine Partners, a Boston-area-based investment and wealth advisory firm she joined 17 years ago. She was pre-med in college and was drawn to the wealth management industry by her desire to help people – to help them navigate a complex, noisy, often conflicted financial world and implement strategies that weren’t just financially sophisticated but also emotionally relevant. She specializes in helping her clients preserve their wealth and make good use of it in their lifetimes and with their families. This last topic is a particular passion of hers and spurred her to write “Raised Healthy, Wealthy & Wise,” a book based on interviews she conducted with successful and grounded inheritors on how they got that way. Covie has spoken on the book at a wide number of family wealth events, and she enjoys coaching parents on how they can implement the lessons of the book in their own families.
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