Healthy, Wealthy, and Wise
Monday, September 24, 2018
3:00 - 4:30 pm ET
US Trust, Bank of America Private Wealth Management
100 Federal Street, Boston, MA 02110
About the program...
Join us in welcoming nationally recognized wealth advisor Coventry (Covie) Edwards Pitt as we kick off the season as BPART - Boston Chapter of Advisors in Philanthropy.
Covie will address one of today’s most pressing issues: how to age well – given our increased longevity – and ensure that our later years have a positive rather than negative impact on our families.
She is the author of 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 will share with us her wisdom on how to implement the books’ best practices for your clients and their families.
About the speaker...
Coventry (Covie) Edwards Pitt
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 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.