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Who We Are
Who We Are
For the last century, we’ve dedicated ourselves to empowering families like yours to prosper and endure. Like many of the leading families we serve, we have been through our own wealth journey.
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Wealth Momentum®
The families we serve and the relationships we have with them are at the center of everything we do. Our proprietary Wealth Momentum® model harnesses powerful drivers of financial and family dynamics, maximizing the impact that sustains and grows wealth for generations to come.
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Managing Director, Investment Strategy
Carlin Calcaterra
Carlin is an accomplished investment strategist, practitioner, educator and author. With over 15 years industry experience, she is a subject matter expert on strategic asset allocation, with a focus on private markets. She served as a discretionary institutional asset allocator at Goldman Sachs and Mercer. Most recently, she led a wealth management solutions team at Ares Management, championing private market education and thought leadership for financial advisors. Her published works range from 101 level education to risk-based optimization strategies and seek to bring together asset class insights, macro considerations, and portfolio strategy. She is a regular contributor to the Chartered Alternative Investment Analyst Association (CAIA), has a BA in Economics and French from Bucknell University, and is earning the Certificate in Quantitative Finance (CQF), the world’s leading master’s-level professional qualification in quant finance.
Back to team*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.