Coventry Edwards-Pitt, CFA, CFP® Recognized as one of the “Top 50 Most Influential Women Private Wealth” and one of the “Top 50 Women in Wealth Management”, Covie is a Partner and the Chief Wealth Advisory Officer of Ballentine Partners, a Boston-area based investment and wealth advisory firm she joined 14 years ago. She was pre-med in college, and was drawn to the wealth management industry by her desire to help people--to help them navigate a complex, noisy,often conflicted financial world and implement strategies that weren't just financially sophisticated but also emotionally relevant. 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 80 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.Read more Read less
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