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Jocelyn Schwartz Joins Pitcairn as Managing Director, Relationship Manager

Hundred-year-old multi-family office focuses on superior client experience to fuel continued growth

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Pitcairn Company News

October 19, 2023

Pitcairn, a true family office celebrating a full century of serving ultra-high-net-worth families, announces a significant addition to its Relationship Management team as Jocelyn Schwartz, JD, LLM, CFP®, joins the firm as a Managing Director.

“As Pitcairn moves into the next 100 years, providing an exceptional client experience remains our highest priority, and our relationship management team is the primary driver of that effort,” said Andy Busser, Pitcairn’s CEO-elect and President, Family Office. “We are delighted to welcome Jocelyn as we focus on our next phase of growth.”

With more than 20 years of experience in financial services, immediately prior to joining Pitcairn, Jocelyn Schwartz served as Principal and Senior Financial Advisor with Westcott Financial Advisory Group, LLC in Philadelphia. Earlier in her career, she spent more than eight years as a Director with SCS Financial in Boston. She began her career as Director of Estate Planning with Fidelity Investments, and also was a Senior Financial Advisor with Pillar Financial, Waltham, MA.

“I am extremely pleased to be joining Pitcairn at this pivotal moment in the firm’s history,” said Schwartz. “The firm has an impeccable reputation and a wonderful culture, and I look forward to making meaningful contributions to its continued growth and success.”

Schwartz earned a Master of Law (LLM) in Tax Law and Estate Planning from Boston University School of Law, as well as a JD, Law from New England Law and a BA in Psychology from Ithaca College. Jocelyn also holds the holds the Certified Financial Planner™ (CFP®) designation.

 

About Pitcairn

Pitcairn’s unique Shared Single-family Office™ model provides unparalleled service to wealthy families and other family offices. With a heritage dating back to the firm’s founding in 1923, Pitcairn has a long-standing tradition of helping ultra-high-net-worth families navigate the complexities of wealth and plan for the future. The firm’s comprehensive services include investment advisory, wealth management, tax, trust and estate planning, risk management, accounting, and household-level financial services as well as family education and family governance support. The firm is headquartered in suburban Philadelphia, with offices in New York, suburban Washington D.C. and a presence in Florida.

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