March 2022 - Breakfast Meeting

Date: Thursday, March 31, 2022
Time: 8:30am - 9:30am
Location: Florida Oceanographic Society, 3rd Floor Ocean Deck
Speaker: Guest Speaker: Coventry Edwards-Pitt, Ballentine Partners; Nonprofit Organization Sponsor: Boys & Girls Clubs of Martin County

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Guest Speaker: Coventry Edwards-Pitt, CFA, CFP®, Partner & Chief Creative Officer, Ballentine Partners

PresentationThere is much about aging we can't control, but there is much more we can

Nonprofit Organization 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 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. 

Prior to joining the firm in 2004, Covie consulted to financial advisory firms 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.

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.


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