The Wealth Management Team at Pitcairn is dedicated to helping ultra-high-net-worth families safeguard and grow their legacies through a comprehensive understanding of both financial and family dynamics. Utilizing the Wealth Momentum® approach, the team addresses unique risks and opportunities inherent to each family's structure, ensuring tailored strategies that promote sustainable wealth stewardship across generations. By leveraging advanced thinking and a global network of resources, they strive to achieve better financial outcomes while honoring the family's values and vision.
Ashley Ruhling
Director, Client Portfolio Man...
J. Matthew Mccarte
Managing Director, Head Of Wea...
Jay Goetschius
Managing Director, Head Of Flo...
Jennifer Proper
Managing Director, Wealth Stra...
Mark Robinson
Managing Director, Integrated ...
Nathan Sonnenberg
Chief Investment Officer
Rick Pitcairn
Chief Global Strategist
Robert Mileff
Managing Director, Alternative...