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New England Chapter Quarterly Event
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New England Chapter Quarterly Event

Raised Healthy, Wealthy and Wise: Lessons from successful inheritors on how they got that way. Join us for a lively discussion with one of today’s most highly sought speaker-authors, Coventry Edwards-Pitt, to discuss important questions facing our client families about wealth, responsibility and the next generation.

3/12/2015
When: 3/12/2015
From 5:00 PM until 8:00 PM
Where: U.S. Trust and Wealth Management
100 Federal Street
2nd Floor
Boston, MA  02110
United States
Presenter: Coventry Edwards-Pitt
Contact: Tammy Feder


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Raised Healthy, Wealthy and Wise: Lessons from successful inheritors on how they got that way

 

Join us for a lively discussion with one of today’s most highly sought speaker-authors, Coventry Edwards-Pitt, to discuss important questions facing our client families about wealth, responsibility and the next generation. 

 

 
 

About the Presenter:

 

Coventry Edwards-Pitt is the Chief Wealth Advisory Officer of Ballentine Partners, LLC, a firm that specializes in providing investment and wealth management advice to wealthy families and entrepreneurs. Covie leads the firm’s wealth advising practice and several of the firm’s large family client engagements. She began her career at Goldman Sachs after graduating from Harvard University. 

Covie has been recognized as one of the "Top 50 Women in Wealth Management” (Wealth Manager/AdvisorOne.com 2008-2011) and one of the "20 Rising Stars of Wealth Management” (Institutional Investor News 2008).

Ms. Edwards-Pitt serves on the Professional Advisor Committee of the Boston Foundation and on the board of Emmanuel Music. She lives in the Boston area with her husband and daughter. 

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