
51 - 200 employees
💸 Finance
👥 B2C
Finance • B2C
Pitcairn is a century-old wealth management and family office firm that provides investment advisory, family office services, and family engagement to multigenerational high-net-worth families. The firm operates a Shared Single-Family Office® model (Wealth Momentum®) to coordinate investments, trust and family governance services, and tax/financial planning for over 140 client families and more than $10B in assets under advisement.
🕒 June 5
Client Service Associate & Trust Administrator for Pitcairn, providing support for fiduciary services and client relationships. Managing account maintenance, onboarding, and operations for ultra-high-net-worth families.