Coventry Edwards-Pitt

Coventry Edwards-Pittage 39

Chief wealth advisory officer, Ballentine Partners

Fast Facts

  • Wanted to be a doctor, studying pre-med at Harvard University
  • Trained opera singer
  • Wants to retire in London

Coventry Edwards-Pitt, chief wealth advisory officer at Ballentine Partners, doesn’t wither in the face of a tough choice.

Her father named her after Coventry, England, which was bombed during World War II in attacks many believe the government saw coming but accepted in a difficult decision to allow for the greater purpose of winning the war against Germany. Ms. Edwards-Pitt admires Winston Churchill, then the U.K. prime minister, because he encouraged the British to live courageously despite the devastating blitz. To persevere in the face of adversity, “that’s the best fight we can do,” she said.

Ms. Edwards-Pitt’s 2014 book, “Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way,” is taking her beyond Ballentine’s headquarters in Waltham, Mass., to help shape families’ approach to wealth management. She knows the challenge of navigating a complicated relationship in which affluent parents enable a child’s financial dependency, and through speaking engagements, she seeks to drive a positive outcome for all.

Teaching young adults to be self-sufficient boosts their self-esteem and ultimately helps them to become more motivated and productive, said Ms. Edwards-Pitt, who was labeled a Change Agent in the personality assessment test taken by the 40 under 40 finalists.

Her finance career began at Goldman Sachs Group Inc., where she stayed for a few years before deciding to become a registered investment adviser as a way to work more closely with individual investors.

Her motivation in becoming an RIA was the same that fueled her desire to study pre-med at Harvard University. There’s a similar, intimate human connection, maybe closer to that of a country doctor making a house call, according to Ms. Edwards-Pitt.

“I decided I wanted to help people,” she said. “It came full circle to this.”

– Christine Idzelis

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