Derek Cavanaugh

Derek Cavanaugh, CFP®, serves as a Family Wealth Associate on the Ultra High Net Worth (UHNW) Team at Pitcairn, having progressed from roles as Family Wealth Analyst and Rebalancing Associate since May 2016. Responsibilities include collaborating with Managing Directors and Client Service Administrators to develop and implement comprehensive financial planning for high-net-worth clients, covering areas such as tax preparation, investment analysis, and report delivery. Prior experience includes serving as a Financial Analyst for the University of Pittsburgh's Socially Responsible Investing Portfolio, where Derek conducted financial research and provided equity investment advice, and as an Accounting and Marketing Intern at Berkshire Hathaway's United States Liability Insurance Group, where market analysis was performed to identify suitable insurance agencies. Derek's career began as a Sales Representative at Chuck Latham Associates, Inc. Derek holds a BS/BA in Economics, Business Administration, and History from the University of Pittsburgh.