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Family Wealth Analyst

Danielle Freer

Danielle ("Dani") combines analytical rigor with a collaborative approach to help support the complex financial needs of our ultra-high-net-worth client families.

Dani is a family wealth analyst on Pitcairn’s Wealth Management team, where she supports relationship managers in delivering comprehensive wealth management services to ultra-high-net-worth families. In her role, Dani prepares and analyzes financial information, assists with client reporting, and collaborates closely with her team to help address each family’s unique financial needs with care and precision.

Dani joined Pitcairn in 2026 after completing a successful internship with the firm during the summer before her graduation. Prior to that, she gained experience through an internship with Northwestern Mutual, where she was introduced to the financial services industry. These experiences helped strengthen her analytical skills and confirmed her passion for building a career in wealth management.

Dani earned a Bachelor of Science in Economics from the Wharton School of the University of Pennsylvania, with dual concentrations in Finance and Management.

She is excited to begin her career at Pitcairn, where she values the opportunity to expand her knowledge of the wealth management industry while contributing to a collaborative team dedicated to serving ultra-high-net-worth families. Dani appreciates the firm’s welcoming culture and looks forward to continuing to learn, grow, and build meaningful relationships with colleagues and clients.

Outside of work, Dani enjoys spending time with her large family, especially her nieces and nephews. A former Division I student-athlete, she played varsity softball at the University of Pennsylvania for four years, capping a 17-year softball career. In her free time, she enjoys discovering new restaurants, watching movies and television, and relaxing at the beach, where she loves to unwind.

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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.