Pitcairn’s Learning and Development (L&D) Team is a collaborative, multi-disciplinary group of employees that generates and implements continuous learning opportunities for our colleagues. The team meets once a quarter to brainstorm and plan educational programs for the firm. L&D initiatives include programs such as Pop Ups, which are led by subject matter experts on topics regarding our offerings, industry, or general business-related items; motivational speakers whose messages are meant to encourage and energize our employees; and book club, where employees read a book a quarter and meet once a month for lunch and lively discussion. (L&D Team Members from left to right: Janice Frye, Derek Cavanaugh, Hannah Karlheim, Crystal Ahmed, Karen Carlson, Chris Pastor, Dan McPHail, Gina Atkins, Stephanie Fisher, and Ronna Gyllenhaal. Not shown: Ed DiRugeris, Ashley Ruhling, and Natalie Wolaniuk).
“Managing the L&D initiatives is one of my favorite parts of my job. It has evolved over the past three years and the results continue to strengthen the organization. The collaborative nature of the team keeps me energized and engaged. I believe that our learning opportunities are a great asset to the employee experience and growth of our firm.” Gina Atkins, Employee Experience Manager
“The Pitcairn L&D program empowers employees to grow professionally. The work of the team promotes the development of effective leadership qualities and education to improve competencies and skills. Through L&D, employees are able to engage with new ideas, participate in stimulating dialogue, and benefit from the collective knowledge and experience of the Pitcairn team.” Ashley Ruhling, Investment Communications Manager
“Pitcairn has always had an employee base that is innately curious and knowledgeable. This, combined with having a multi-disciplinary L&D team dedicated to providing opportunities for anyone within the firm to grow professionally and personally, ensures flexible and adaptable employees that remain relevant, engaged, and connected in today’s constantly changing workplace.” Natalie Wolaniuk, Relationship Manager
Meet Pitcairn’s Client Administrators (from left to right: Bernadette Simmons, Diane Ohm and Karen Zolna). The CAs play an integral role as members of our Middle Offices Services Team (MOST), delivering an exceptional client experience. Their professionalism and expertise in providing timely, responsive, and accurate service to our clients as well as administrative support to our wealth management, fiduciary services and operations teams is second to none.
Diane Ohm enjoys dancing, reading, German Shepherds, and has been with Pitcairn for 12 years.
Q: “What makes your work so enjoyable?”
A: “It’s truly a different variety of work each day. I enjoy the interaction with our clients, especially engaging them in conversation about their family, world events, vacations, etc. Another thing I enjoy is seeing my coworkers rise through the ranks and being promoted knowing how hard many of them work to study, become certified, and expand their knowledge base.”
Bernadette Simmons joined Pitcairn in 2014 and loves to read and spend time with her grandchildren.
Q: “What is your favorite thing about being a part of the CA team?”
A: “Knowing that we share a united purpose and we support each other in any way we can to get the job done.”
Karen Zolna has been with Pitcairn for over 30 years and enjoys exploring different local, state, and national parks.
Q: “What has kept you at Pitcairn all this time?”
A: “Being part of the Pitcairn team is such a positive experience. From the beginning you feel welcome, accepted, and respected. Then you learn, grow, and adapt to an ever-changing and improving work environment. The people are all friendly, smart, and extremely helpful. It makes 30 years fly by!”
February to April is a busy time of year at Pitcairn, especially for our tax team. Director of Tax Matt Hilbert makes sure the team is on point to meet filing and extension deadlines and is up to speed with the new tax reform legislation. August will mark Matt’s 30-year anniversary with Pitcairn. We sat down to talk to him about his post-tax season ritual and his time at Pitcairn.
Q: What is your favorite thing to do after the April tax deadline?
“I have kept the tradition of being one of the last customers to get our certified mail date ‘bumped’ (aka stamped) at the 30th Street Post Office in Philadelphia. After which, I treat myself to a Bulleit Rye Manhattan to celebrate. You will generally see me the day after tax season as I try to reorganize my office (really!) and follow up on any issues that jump out of the woods! I find it more pleasurable to take a couple of days off the week following Tax Day so my mind and body have been restored.”
Q: What has stimulated you over the past 30 years?
“First and foremost is the company culture – ‘A family office and office family.’ Second is the ongoing challenge of solving complex issues for our clients. While we are encouraged to think outside the box, my experience has been that working for taxable families and individuals allows me to work ‘within the box,’ as time spent dealing with one client’s issue can often be transferred across our client base. And lastly, it sure beats working for a living! The tax profession at the CPA firm level has evolved into a 70+ hour week, which doesn’t just last thru April 15th. Pitcairn provides a great work-life balance for a tax professional.”
If you are a Pitcairn client, most likely Edward DiRugeris has worked on your presentations. As the Team Lead of the Financial Planning Analysts, or FPAs as we like to call them internally, Ed spends the majority of his day collaborating with Relationship Managers on various projects for our clients. Ed joined Pitcairn’s Middle Office Service Team in December of 2014 as Client Rebalancing Associate and transitioned to our Wealth Management Team in 2015 as a Financial Planning Analyst. Ed’s work ethic and determination is reflected in everything he accomplishes, whether it’s tackling the Certified Financial Planner™ exam, or contributing to the Learning and Development Team and #FitPit, our new health and wellness team. We asked Ed to share his thoughts on why he likes to come to work every day:
Q: What do you like the most about working at Pitcairn?
“I value Pitcairn’s dedication to employee development—providing plenty of training opportunities and encouraging us to obtain professional certifications. Pitcairn provides plenty of work-sponsored events to build positive working relationships. And it encourages us to participate in philanthropic activities.
Q: What do you look forward to every day?
“Collaborating with my colleagues from different departments. I love that I can get exposure to all aspects of financial planning that you wouldn’t get elsewhere.”
When you walk into Pitcairn’s Philadelphia office, you are greeted by Laura Kremp’s smile. Laura joined the team in November 2016 as Pitcairn Experience Coordinator. Laura has a sparkling personality and a dynamic role where she contributes to both the client and employee experience. We asked Laura for her perspective on the daily work life of a Pitcairn employee.
Q: What is your favorite thing about your job?
“I love that every day I’m working on a multitude of projects and busy making things happen, from coordinating client events to organizing Office Olympics with the Fun Squad team. I leave work with items on my to-do list that I’m excited to tackle the next day.”
Q: What is your favorite thing about Pitcairn?
“The positive energy and approachability of my colleagues. Pitcairn is a company whose leadership team leads by example and genuinely values its employees and their contributions. I greatly respect the work-life balance Pitcairn provides and the philanthropic work it’s doing in the local community.”