Role at Ballentine Partners
- Title on Schedule A
- Chief Creative Officer
- Control
- Coventry Edwards-pitt is a control person of Ballentine Partners.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Coventry Edwards-pitt has held the filed role since October 2011.
The firm
Form ADV filed 23 September 2026
Career on record
Coventry Edwards-pitt has been registered through Ballentine Partners since February 2010.
- Ballentine PartnersCurrent– present · 17 yearsWaltham, MA · Adviser representative · Firm CRD 152802
- Ballentine Finn & Co Inc– · 6 yearsWaltham, MA · Adviser representative · Firm CRD 108853
- Passed Series 65 · 2004
- Passed Series 7 and Series 63 · 1998
Registrations and exams
Coventry Edwards-pitt has a current investment-adviser registration in Massachusetts and New Hampshire and has passed 3 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Massachusetts | Investment adviser representative | Approved | 23 February 2010 |
| New Hampshire | Investment adviser representative | Approved | 10 October 2018 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 February 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 October 1998 |
| Series 7 | General Securities Representative Examination | 24 October 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Coventry Edwards-pitt
- CRD
- 3122847
- Registration status
- Investment adviser registration
- Office
- 230 3RD AVE, 6TH FLOOR, Waltham, MA 02451
- Firm bio
- ballentinepartners.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Coventry Edwards-Pitt is the founder and director of Ballentine Partners’ Center for Family Well-being. The firm says she previously served as chief of staff of Goldman Sachs’ Global Manager Strategies investment group and earned an A.B. from Harvard University. Official firm biography
Education
- A.B. from Harvard University.Official firm biography
Common questions
Where does Coventry Edwards-pitt work?
Coventry Edwards-pitt has been Chief Creative Officer of Ballentine Partners, LLC since October 2011, and is a control person of the firm.
Is Coventry Edwards-pitt a financial advisor?
Yes. Coventry Edwards-pitt has a current investment-adviser registration in Massachusetts and New Hampshire, through Ballentine Partners since February 2010, as of 17 October 2026.
How many years of experience does Coventry Edwards-pitt have?
Coventry Edwards-pitt has worked in the financial industry for 22 years as of 17 October 2026, counted from 4 March 2004, across 2 adviser firms.
What exams has Coventry Edwards-pitt passed?
Coventry Edwards-pitt has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 1998.
Where is Coventry Edwards-pitt based?
Coventry Edwards-pitt’s registered office is in Waltham, MA.
Leadership at Ballentine Partners
- Andrew McMorrowPresident, CEO, Elected Manager
- William TickleChief Financial Officer
- John TubmanChief Operating Officer
- Sean ClearyChief Compliance Officer
- Christopher ChandlerChief Investment Officer
- Peter ChiappinelliChief Investment Officer
- Jennifer Christian MurtieChief Wealth Advisory Officer
- Jayson DeangelisChief Development Officer
- Jennifer EatonElected Manager
- Laurie GabrielElected Manager
- Stephen HopkinsChairman, Elected Manager
- Kyle SchafferElected Manager
- Mark WilliamsonElected Manager