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Derek Bodyshot
Relationship Manager

Derek Cavanaugh

CFP®

As a member of the Wealth Management team, Derek plays a key role in creating robust financial plans for our client families.

Derek is primarily responsible for developing, implementing, and monitoring long-term, comprehensive financial plans focused on asset allocation, portfolio management, and tax, estate, and transfer planning that meet the short and long-term needs and objectives of our multigenerational client families.

Derek has spent his entire career at Pitcairn since joining the firm after graduating from the University of Pittsburgh, where he earned a BA and BS with a triple major in Economics, History, and Business Administration. He began his career as a Client Rebalancing Associate, acting as a liaison between the Investment, Wealth Management, and Middle Office Services teams. He then joined the Wealth Management team as a family wealth associate, performing accounting and financial analysis for clients in all areas of comprehensive financial planning. He is also a CERTIFIED FINANCIAL PLANNER® (CFP®).

An avid reader and student of history, Derek enjoys traveling the world to experience other cultures. Also, a passionate Manchester United fan, he can often be found at the crack of dawn watching their games. Derek strives to stay up to date on current business and economic affairs through whatever content he can get his hands on.

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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.