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Investment Operations Specialist

Brendan Heffernan

In his role as an Investment Operations Specialist, Brendan helps support the day-to-day investment activities that enable our client families to manage complexity with confidence. His work behind the scenes helps ensure that trading, reporting, and account activity are handled accurately and efficiently—so advisors and families can stay focused on long-term goals.

Prior to joining Pitcairn, Brendan spent more than two years on the Capital Markets team at Newrez LLC, where he supported mortgage operations and risk management within a large, highly regulated financial environment. That experience strengthened his appreciation for disciplined processes, collaboration, and the importance of strong operational infrastructure in supporting sound decision-making.

At Pitcairn, Brendan is motivated by opportunities to improve workflows, strengthen consistency, and reduce friction across investment operations. He is especially excited to bring his background in mortgage origination into a broader investment context, contributing to Pitcairn’s Shared Single-Family Office™ approach—where integrated teams, thoughtful execution, and continuous improvement support families across generations.

Brendan holds a Bachelor of Science in Mathematics and Data Science from Saint Joseph’s University and is a member of the Pi Mu Epsilon mathematics honor society. Outside of work, he enjoys cooking, playing rugby, snowboarding, fishing, and hiking with his Australian Shepherd.

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*Please note limitations: The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Pitcairn is engaged, or continues to be engaged, to provide investment advisory services.