Pitcairn
Rick Pitcairn, CFA, has extensive experience in investment strategy and management, currently serving as Chief Global Strategist and Chief Investment Officer at Pitcairn since May 2008. Prior to this role, Rick Pitcairn held positions as Managing Director of Investment Strategy and Client Portfolio Manager at Pitcairn from 2003 to 2008. Earlier career highlights include serving as Chief Investment Officer at Kaffie, Goodman & Pitcairn Inc. from January 1998 to July 2003. Rick Pitcairn holds a Master of Business Administration in Accounting and Finance from Rice University and a Bachelor of Business Administration in Accounting from the University of Houston, C.T. Bauer College of Business. Education was also pursued at Deerfield Academy.
Pitcairn
Families of wealth must navigate fundamental risks to their assets that extend beyond market movements and macroeconomic shifts. These often-overlooked risks are embedded in the culture, composition and communications of the family itself. For a century, Pitcairn has embraced this truth with the experience and expertise needed to help prosperous families fulfill the unique promise and true potential of their legacies. Rooted in our own family experience and enriched by our work with ultra-high-net-worth families and single family offices, our distinctive Wealth Momentum® approach focuses on a deeper and longer-term view of the family and financial dynamics that lead to better outcomes. We are a family office leveraging advanced thinking and modern service innovations to set a new standard in multi-generational wealth stewardship. Headquartered in suburban Philadelphia, with representatives in New York, Florida, and Washington, DC, we connect with our network of resources around the world.