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New England Chapter Breakfast Meeting
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New England Chapter Breakfast Meeting

9/10/2015
When: Thursday, September 10, 2015
From 8:00 AM until 9:30 AM
Where: Murtha Cullina
99 High Street
20th Floor
Boston, MA  02110
United States
Presenter: Covie Edwards-Pitt
Contact: Tammy Feder
816-916-2140


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Raised Healthy, Wealthy and Wise 


Please attend our September breakfast meeting to learn about Covie Edwards-Pitt book “Raised Healthy, Wealthy and Wise: Lessons from successful inheritors on how they got that way".  The book is centered upon interviews she did with real children of wealthy families, now all grown into successful adults, asking them what family messages they think contributed to their success.  As Chief Wealth Advisor at Ballentine Partners, Covie knows that clients are concerned with ensuring their children are not de-motivated by their wealth.  Anyone in the wealth advising industry has seen parents make tragic, although well-intentioned mistakes in their attempts to navigate the difficult terrain of wealth and childrearing.

  

 

About the Presenter:


Covie Edwards-Pitt, CFA, CFP is the Chief Wealth Advisory Officer at Ballentine Partners, a firm that specializes in providing investment and wealth management advice to wealthy families and entrepreneurs. 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)


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