March 2022 - IN-PERSON Breakfast Meeting

Date: Thursday, March 31, 2022
Time: 8:00am - 9:00am
Location: TBD
Speaker: Coventry Edwards-Pitt, Ballentine Partners

Coventry Edwards-Pitt, CFA, CFP®

Partner & Chief Creative OfficerBallentine Partners

Coventry Edwards-Pitt

 

Author of Aged Healthy Wealthy & Wise and Raised Healthy Wealthy & Wise
Philanthropic Sponsor:  Boys & Girls Clubs of Martin County
 
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 also leads several of the firm’s large family client engagements and manages all aspects of her clients’ financial affairs, including their investment portfolios, tax and estate planning, insurance needs, philanthropic planning, and liquidity planning. Covie specializes in helping her clients to manage the impact of their wealth and ensure that their comprehensive 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 100 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.

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. Before serving as Chief of Staff, Covie specialized in evaluating international equity managers in emerging markets.

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.

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