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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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Family Wealth Associate
Matthew Perri
CFP®As a family wealth associate on Pitcairn’s Wealth Management team, Matthew works closely with colleagues to deliver thoughtful, holistic financial planning for our ultra-high net worth clients.
Before joining Pitcairn, Matthew was a senior financial analyst at myCIO Wealth Partners, where he supported clients with a range of complex planning needs. His experience includes tax planning and preparation, tactical and strategic portfolio management, wealth transfer strategies, and investment due diligence, giving him a well-rounded perspective on helping clients navigate long-term financial decisions.
Matthew is a graduate of Widener University where he earned a bachelor’s degree in finance with a concentration in financial planning and completed minors in economics and accounting. He is also a CERTIFIED FINANCIAL PLANNER® professional.
What Matthew enjoys most about working at Pitcairn is the firm’s collaborative environment and the opportunity to learn from like-minded colleagues while building strong, long-term relationships with clients. He is committed to delivering a high level of service that supports meaningful financial plans.
Outside of the office, Matthew is a devoted Philadelphia sports fan—especially of the Eagles. He also enjoys exploring the Philadelphia restaurant scene and traveling, with Asheville, North Carolina among his favorite places to visit.
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.