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Our Team

Driven to excellence, we are continually building our collective knowledge and expertise. Many members of our team are highly credentialed with graduate degrees and certifications in different aspects of wealth administration. Together, we deliver an exceptional client experience. This is why Pitcairn is consistently recognized as an industry-leading family office.

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Andy Busser Headshot

Andrew Busser

President & Chief Executive Officer

Eric.W Headshot

Eric Gaul

CFA, CFP®, CPA

Chief Financial Officer

Amy Headshot

Amy Hart Clyne

CFP®

Chief Knowledge & Learning Officer

J.Matthew Headshot

J. Matthew McCarte

CFP®, CTFA

Managing Director, Head of Wealth Management

Stephanie.A-Notarian Headshot

Stephanie Notarianni

CFP®, CTFA

Managing Director, Technology & Integration

H.F.Rick-Pitcairn Headshot

H.F. “Rick” Pitcairn, II

CFA

Chairman
Chief Global Strategist

Nathan Headshot

Nathan Sonnenberg

CFA, CAIA®

Chief Investment Officer

Stacey Headshot

Stacey Turner

Managing Director, Human Resources

Emery Headshot

Emery Ells Bauer

Relationship Development & Events Coordinator

Jeremy Best

Investment Research Analyst

Matt Breidenbach Headshot

Matthew Breidenbach

CPA, CFP®

Relationship Manager, CFO Services

Karen Headshot

Karen Carlson

CFP®

Managing Director, Relationship Manager

Derek.J Headshot

Derek Cavanaugh

CFP®

Family Wealth Associate

Peter Headshot

Peter Chirico

CTFA

Relationship Manager

Eleena Headshot

Eleena de Lisser

Director, Communications & Content Strategy

Edward Headshot

Edward DiRugeris

CFA, CFP®

Senior Investment Research Analyst

Lashonda Headshot

LaShonda Duvernay

Client Service Associate

Ethan Headshot

Ethan Ebner

CFP®

Family Wealth Analyst

Stephanie Fisher Headshot

Stephanie Fisher

CPCU

Family Office Insurance Administrator

Margie Headshot

Margaret Gaffner

Client Service Associate

Jay Headshot

Jay Goetschius

CTFA

Managing Director, Head of Florida

Jodye Headshot

Jodye Green

Client Service Associate

Raushan Green

Investment Operations Specialist

Waamiq Headshot

Waamiq Griffin

Investment Operations & Reconciliation Specialist

Leslie Heffernen Headshot

Leslie Heffernen

JD, LLM (Tax), CPA

Managing Director, Fiduciary & Legal Services

Matthew.R-Hilbert Headshot

Matthew Hilbert

CPA

Director, Tax

Beth Headshot

Beth Hirshenhorn

Experience Manager & Executive Administrator

Brian Hou Headshot

Brian Hou

Technology Experience Specialist

Kevin.W Headshot

Kevin Johnston

Director, Technology & Business Solutions

Dain Headshot

Dain Kistner

Director, Family Office Innovation

Olga Headshot

Olga Klos

Experience Coordinator

Melissa Headshot

Melissa Landue

Client Service Associate

Hazaifa Headshot

Hazaifa Liaquit

Senior Accountant

Brian Luhman Headshot

Brian Luhman

CFP®

Family Wealth Associate

Christina Maida Headshot

Christina Maida

Investment Operations Manager

Cullen Martin

CFP®

Family Wealth Analyst

Laurie Headshot

Laurie Ressin Martin

CFA, CTFA

Managing Director, Single Family Office

Daniel Headshot

Daniel McPhail

CFP®, CTFA

Director, CFO Services

Morgan Headshot

Morgan Mears

Investment Operations Specialist

David Medici Headshot

David Medici

CFA

Family Wealth Associate

Robert Headshot

Robert Mileff

CAIA®

Managing Director, Alternative Investments

Andrew Pace Headshot

Andrew Pace

Investment Research Analyst

Christina L.Pastor Headshot

Christina Pastor

SHRM-CP

Human Resources Manager

Kyle Headshot

Kyle Pattinson

Operations Manager

Kelly Headshot

Kelly Pennekamp

CPA

Director, CFO Services & Controller

Andrew Pitcairn Headshot

Andrew Pitcairn

Family Council Chair/Director

Clark.D.Pitcairn Headshot

Clark Pitcairn

Chairman, Pitcairn Company

Jennifer Headshot

Jennifer Proper

JD

Managing Director, Wealth Strategies

Mark.T Headshot

Mark Robinson

CFP®, CTFA

Managing Director, Integrated Wealth

Raimonda Ronkute

Client Service Associate

Ashely E.Ruhling Headshot

Ashley Ruhling

CIMA®

Director, Client Portfolio Management

Craig Headshot

Craig Schmauder

CFP®

Manager, CFO Services

Mariene Headshot

Marlene Schultz

Family Office Accountant

Jocelyn Schwartz

JD, LLM, CFP®

Managing Director, Relationship Manager

Fei Shi Headshot

Fei Shi

Tax Associate

David Slover Headshot

David Slover

CFA, CFP®

Relationship Manager

George Headshot

George Smith

CFP®

Relationship Manager

Cassandra Headshot

Cassandra Stephens

Family Office Accountant, CFO Services

Sharon Headshot

Sharon Suchoski

Client Service Associate

Claire Headshot

Claire Tinsman

Financial Accountant

Megan Headshot

Megan Shabe Trout

SHRM-CP

Human Resources Associate

Denise Headshot

Denise Wallace

Pa.C.P

Manager, Corporate & Fiduciary Legal Services & Corporate Secretary

Joseph Headshot

Joseph Whelan

Family Wealth Analyst

Natalie Headshot

Natalie Wolaniuk

CFP®, CTFA

Relationship Manager