Tag: Wealth Management
Inheritance and Intimacy: How Money Shapes Modern Romance with Coventry Edwards-Pitt and Kristen Oliveri (Ep. 21)

Inheritance and Intimacy: How Money Shapes Modern Romance with Coventry Edwards-Pitt and Kristen Oliveri (Ep. 21)

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Are you navigating the complexities of wealth and love? 

Dive into a captivating exploration with The Rainbow Bull as Tim Volk, Kristen Olivieri, Editor at Crain Currency, and Coventry Edwards-Pitt, CFA, CFP®, Chief Creative Officer at Ballentine Partners, LLC,  unravel the intriguing dynamics of relationships when wealth is in play. Discover insights and anecdotes that challenge and inspire, making each episode a must-listen journey through the intersections of heart, wealth, and personal growth.

The trio unfurls a tapestry of topics crucial for those entwined in the world of wealth and relationships, including:

  • The unique dynamics and considerations when dating across different wealth backgrounds
  • How values, family, and personal identity interact with financial abundance in relationships
  • Strategies for managing and discussing wealth within a partnership, ensuring transparency and understanding
  • The impact of wealth on personal development, self-perception, and the quest for authenticity in love

Tune in for an enriching conversation that promises to deepen your understanding of love, legacy, and financial wisdom through the lens of diverse, enriching experiences.

Resources:

Connect with Tim Volk: 

Connect with Kristen Oliveri: 

Connect with Coventry Edwards-Pitt: 

About our Guests: 

Kristen Oliveri

Kristen Oliveri, journalist and content director, has established her career in the wealth management and family office community, creating exciting content, establishing business connections, and curating high-touch, content-driven events.

Beginning as a beat reporter covering private banking, wealth management, and RIA firms, Kristen later began focusing on the ultra-high-net-worth industry and single-family offices. She specializes in B2B editorial content, curating panel discussions on pressing financial and wealth management issues, as well as crafting boutique networking events for family offices surrounding deal flow, operational issues, and family dynamics.

Complimenting her work in the family office and financial services industry, Kristen has worked as a freelance travel, food, wine, entertainment, and nutrition writer, appearing in such publications as The Daily Meal, Gluten-Free Living Magazine, New York Natives, Resident Magazine, The North Forker, Your Bella Life, Inside F&B and Fodor’s Travel. She also lends her talents to panel discussions as a travel and gluten-free expert, as well as appearing on local radio stations and videos for such sites as the Celiac Diva. 

Kristen is currently involved in working with the private wealth industry at Markets Group to connect them via content and connections. She continues to freelance in the food, travel, and luxury industries.

Coventry Edwards-Pitt

Recognized as one of the “Top 50 Most Influential Women in Private Wealth” and one of the “Top 50 Women in Wealth Management,” Covie is a Partner and the Chief Creative Officer of Ballentine Partners, a Boston-area based investment and wealth advisory firm she joined 19 years ago. Covie 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 three-book series that highlights success stories of how individuals have reconciled their financial abundance with the values and relationships that matter most in their lives. The first, Raised Healthy, Wealthy & Wise (2014), focuses on helping parents to raise grounded children amid wealth, the second, Aged Healthy, Wealthy & Wise (2017), centers on how to design a vibrant later life and legacy, and the third, Engaged Healthy, Wealthy & Wise (2023), offers a roadmap for inheritors and their significant others on how to navigate love and family wealth and forge their own joint path.

Covie’s books live at the intersection of heart and wealth. She has spoken at over 150 events for wealth-owning families and their advisors and consults to individuals about how to implement the books’ strategies in their own families. She lives in the Boston area with her husband and daughter.

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The Hurdles in Philanthropic/Charitable Giving: Values, Resources and Partnerships With Rob Kaufold (Ep. 18)

The Hurdles in Philanthropic/Charitable Giving: Values, Resources and Partnerships With Rob Kaufold (Ep. 18)

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A lot goes into the decision behind charitable giving and philanthropic values for both individuals and families. It boils down to understanding your impact on the communities you’re helping.

This week on The Rainbow Bull, Tim Volk invites Arlington Family Offices’ Director of Philanthropic Services, Rob Kaufold, to talk about philanthropy and the multifaceted world of charitable giving. They go into the growth of philanthropy, the alignment of family values with philanthropic missions, and the various approaches to making an impact. Rob emphasizes the importance of understanding long-term effects, the balance between tax benefit and non-tax benefit dollars, and the need to connect with personal values for meaningful engagement. Their conversation also covers the decline in individual giving, the significance of direct transfers, and the joy of philanthropy in times of crisis, highlighting the complexity and personal rewards of giving.

Tim and Rob talk about: 

  • Rob’s journey from accounting to philanthropy
  • Why philanthropy is important and the impact it has on communities
  • Understanding the impact of philanthropy beyond immediate giving
  • The multifaceted nature of philanthropy and the need for capturing long-term impact data
  • And more

Resources:

Connect with Tim Volk: 

Connect with Rob Kaufold: 

About our Guest: 

Rob Kaufold is Director of Philanthropic Services for Arlington Partners, a multi-client family office. He brings advanced knowledge of philanthropic strategy, extensive experience in trust and family office management, and has nearly 30 years of experience in financial management and accounting.

Rob’s career has been defined by his work to connect the expertise of the family office world to philanthropy. He began his career as a CPA in the fields of accounting and finance in the insurance industry and joined a family office in 2006 as the Controller of Marshall Street Management, LLC. He recently served as Executive Director of the Hemera Foundation and President and Chief Risk Officer for Cauldera, LLC from 2011 to 2023. Rob is a CPA, holds a bachelor’s degree in accounting from Providence College in Rhode Island and a master’s degree in philanthropic studies from the Lilly School of Philanthropy at Indiana University.

He and his family live in Broomfield, where you will find them on nightly walks around Broomfield Commons with their pup.

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A Journey from Journalism to Family Offices and Social Good With Kristen Oliveri (Ep. 13)

A Journey from Journalism to Family Offices and Social Good With Kristen Oliveri (Ep. 13)

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The financial industry is one of the most influential and powerful sectors globally.

It is also one of the most diverse, with people from different backgrounds, cultures, and identities working together to create value and impact. 

However, there is still a lot of room for improvement in terms of inclusion, representation, and empowerment. 

In this episode, Tim Volk speaks with Kristen Oliveri, editor at Crain Currency. They explore Kristen’s career journey, the importance of inclusion in the wealth management industry, and the intersection of philanthropy and impact investing. Kristen also shares her insights on imposter syndrome, the role of social media in journalism, and her passion for storytelling.

Kristen discusses: 

  • Her path into journalism and how she ended up specializing in wealth management and family offices
  • Her observations on the industry, including the need for more women in leadership roles and inclusion
  • The significance of inclusion and the perspective it can offer to people who may not understand imposter syndrome or the experiences of others
  • The different definitions and approaches to impact investing and philanthropy
  • The role of mentors in personal and career growth
  • How social media and technology have affected journalism and the importance of truth in reporting
  • And more

 

Connect with Tim Volk: 

Connect with Kristen Oliveri: 

About our Guest: 

Kristen Oliveri, journalist and content director, has established her career in the wealth management and family office community, creating exciting content, establishing business connections, and curating high-touch, content-driven events.

Beginning as a beat reporter covering private banking, wealth management, and RIA firms, Kristen later began focusing on the ultra-high-net-worth industry and single-family offices. She specializes in B2B editorial content, curating panel discussions on pressing financial and wealth management issues, as well as crafting boutique networking events for family offices surrounding deal flow, operational issues, and family dynamics.

Complimenting her work in the family office and financial services industry, Kristen has worked as a freelance travel, food, wine, entertainment, and nutrition writer, appearing in such publications as The Daily Meal, Gluten-Free Living Magazine, New York Natives, Resident Magazine, The North Forker, Your Bella Life, Inside F&B and Fodor’s Travel. She also lends her talents to panel discussions as a travel and gluten-free expert, as well as appearing on local radio stations and videos for such sites as the Celiac Diva. 

Kristen is currently involved in working with the private wealth industry at Markets Group to connect them via content and connections. She continues to freelance in the food, travel, and luxury industries.

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