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.


Family

Pitcairn

Andrew Busser

Stacey Turner

Karen Carlson

Jocelyn Schwartz

J. Matthew Mccarte

Jay Goetschius

Nathan Sonnenberg

Matthew Breidenbach

Eric Gaul

Craig Schmauder

Amy Hart Clyne

The Investment Operations Team at Pitcairn is responsible for managing and optimizing the organization’s investment processes, ensuring accurate reporting, compliance, and reconciliation of investment portfolios. They coordinate with various stakeholders to streamline operations, enhance efficiency, and safeguard the integrity of family assets, ultimately supporting the broader Wealth Momentum® strategy to nurture long-term financial success for ultra-high-net-worth families.

Investment Operations Team

Client Services Team

Financial Analysis Team

Leadership Team

Investment Operations Team

About

Team members

Other teams at Pitcairn

Client Services Team

Financial Analysis Team

Leadership Team