Laurie Ressin Martin, CFA is Managing Director based in Pitcairn’s Washington, DC office. As head of the DC office, Laurie leads Pitcairn’s DC metro-area relationship management team, advising multi-generational families and their single family offices, and manages Pitcairn’s growth initiatives in the DC market. Primarily, Laurie oversees 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 collaborates 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. Laurie is a member of Pitcairn’s Investment Strategy and Operating committees.
Laurie has over 25 years of experience in the investment service industry. Before joining Pitcairn, she spent 10 years with Fortigent, a division of LPL Financial, where she served as Senior Vice President and Managing Director, Wealth Consulting. She was part of the Fortigent team that helped Pitcairn make the move to its open architecture investment platform in 2008. Prior to that, she spent eight years with Fidelity Investments serving as Vice President and Senior Account Executive, as well as a Financial Representative.
Laurie earned an 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 and FINRA Series 7 and 63 licenses.