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Senior Financial Accountant

James Moretti


As a member of the Finance Team, Jim is responsible for overseeing delivery of accounting, financial, and operational services to Pitcairn entities, Ultra High Net Worth (“UHNW”), and Single-Family Office (“SFO”) clients.

He provides oversight and management of accounting processes and services for Pitcairn entities and to family office clients, including accurate income and expense coding, tracking various investments, and investment partnership accounting.

Before joining Pitcairn, Jim was a contract consultant for 8 years, managing financial operations for several different companies and serving as Director of Financial Operations, CFO, & Controller. Managing the financial operations included budget preparation, forecasting, financial reporting, period close, month-end consolidation of balance sheets and income statements.

Jim has a Bachelor of Business Administration in Accounting from Temple University and a Master’s in Finance from Saint Joseph’s University. He is also a Pennsylvania Certified Public Accountant.

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