Jenkintown, Pennsylvania (September 24, 2015) – Pitcairn, an innovator and leader in the family office industry, has appointed Laurie Ressin Martin as managing director in its relationship management discipline, leading the company’s Washington, DC team. She will report to Averill Jarvis, managing director of client services and head of all of Pitcairn’s relationship teams, effective October 5.
In announcing Laurie Ressin Martin’s appointment, Ms. Jarvis said, “Pitcairn is very fortunate to have someone with the wealth of experience that Laurie brings to the organization and we are confident that our clients will benefit from her wide-ranging expertise.” She added, “Laurie is no stranger to Pitcairn. She was part of the Fortigent team that helped Pitcairn make the move to its open architecture investment platform in 2008.”
As the head of the Washington, DC office, Ms. Martin will manage Pitcairn’s growth initiatives in the DC market. She will oversee the delivery of investment and family office services to a growing group of multi-generational families, including developing, implementing and monitoring long-term financial plans, focused on asset allocation, portfolio management, and tax planning that meet clients’ short-term and long-term objectives. In addition to interacting regularly with clients, she will collaborate with members of Pitcairn’s tax, investments, planning, trust administration, and operations teams to design and implement appropriate investment strategies and financial and estate plans. Ms. Martin will serve on Pitcairn’s investment strategy and operating committees. Ms. Martin joins Brett Scola, director of family wealth strategy, who was added to the Pitcairn DC team in 2014.
Ms. Martin has over 25 years of experience in the investment service industry. Before joining Pitcairn, she spent ten years with Fortigent, a division of LPL Financial, where she served as senior vice president and managing director, wealth consulting. Prior to that, she spent eight years with Fidelity Investments serving as vice president and senior account executive, as well as a financial representative.
Ms. Martin earned her MBA in finance/real estate at the University of Denver and a BS in marketing from the University of Delaware. She also holds the designation of chartered financial analyst (CFA) and FINRA Series 7 and 63 licenses.
Pitcairn is one of the world’s leading family offices. Dedicated to helping families sustain and grow their substantial, often complex financial assets, Pitcairn also supports the unique heritage of its clients across multiple generations. The firm is recognized as an innovator and global leader in the family office industry since its inception in 1923. Today, Pitcairn continues to redefine the family office experience for generations of the world’s wealthiest families. Headquartered in Jenkintown, Pennsylvania, the firm also has offices in New York and Washington, DC as well as a network of resources around the world.