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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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What We Do
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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Relationship Manager
Joseph Whelan
MBA, CFP®As a Relationship Manager at Pitcairn, Joe works closely with families to design, implement, and monitor long-term financial strategies that reflect their values, priorities, and evolving objectives.
He oversees comprehensive planning efforts encompassing asset allocation, portfolio management, tax strategy, and estate planning to ensure alignment between short-term decisions and long-term legacy goals.
In his role, Joe interacts with clients regularly and coordinates across Pitcairn’s Tax, Investments, Planning, Trust Administration, Insurance, and Operations teams to deliver integrated wealth solutions.
Before joining Pitcairn, Joe served as Assistant Director of Development for the Joseph R. Biden School of Public Policy at the University of Delaware, where he partnered with high-net-worth and ultra-high-net-worth individuals to provide funding for the university’s colleges, programs, and initiatives. Previously, Joe honed his communications, journalism and social media skills as an anchor/reporter for top ranked local newscasts in Alabama, Indiana, and North Dakota.
Joe earned an MBA with a focus in Quantitative Finance from the University of Delaware, Alfred Lerner College of Business & Economics. Prior to that, he earned a Bachelor of Arts in Broadcast Journalism from the University of Maryland. He also holds the designation of CERTIFIED FINANCIAL PLANNER®.
Joe is an avid reader and enjoys traveling with his wife, son, and Jack Russell terrier.
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.