March 2022 - Breakfast Meeting
Registered for this event? Login now to view additional event details.
Guest Speaker: Coventry Edwards-Pitt, CFA, CFP®, Partner & Chief Creative Officer, Ballentine Partners
Presentation: There 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.