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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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Operations Manager
Zachary Wolf
As Operations Manager, Zach drives operational excellence through collaboration, innovation, and a steadfast focus on delivering an exceptional client experience.
Zach brings a diverse background in financial services and operations with a career that began as a financial analyst at JPMorgan in New York City. He returned to Philadelphia to work at Independence Blue Cross (IBX), where he specialized in financial and insurance risk mitigation and management, before moving into an operations manager role at an independent financial advisory firm clearing through Wells Fargo.
Zach earned his bachelor’s degree from Drexel University. He is passionate about navigating the evolving financial landscape and is energized by the opportunity to drive meaningful impact for clients at a firm that prioritizes collaboration, innovation, and client excellence.
Outside of work, Zach enjoys spending time with his two daughters, who are the center of his world. Together, they love traveling, cooking, and exploring new adventures with family and friends.
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.