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Pitcairn, one of America’s leading family offices serving ultra-high-net-worth families for more than a century, has named Carlin Calcaterra as Managing Director of Investment Strategy. In this role, she will lead Pitcairn’s investment solutions strategy and partner with the firm’s multigenerational client families to design customized, differentiated portfolios aligned with their distinct needs.
Carlin brings more than 15 years of investment management experience and is a recognized expert in strategic asset allocation, particularly across private markets. Most recently, she was the managing director and co-head of the Financial Advisor Solutions Team at Ares Management, where she advised on private market allocations and asset classes for advisor-led portfolios. At Ares, she also spearheaded private market education and thought leadership initiatives for advisors.
“Carlin has a rare ability to connect the quantitative rigor of portfolio construction with clear, client-centered communication,” said Nathan Sonnenberg, Pitcairn’s Chief Investment Officer. “Her expertise strengthens our ability to deliver on our Shared Single-Family Office™ mission—empowering families to grow, keep, and protect more of their wealth across generations.”
Earlier in her career, Carlin was a senior principal and investment consultant at Mercer Investments and a vice president and lead portfolio manager for multi-asset solutions at Goldman Sachs, where she was a discretionary institutional asset allocator.
“As a brand serving multigenerational families for more than 100 years, Pitcairn is unique in today’s marketplace,” said Carlin. “This firm represents the best of what America can be for hardworking families striving to build and protect wealth for generations. I am honored to join a team equally focused on innovative investment portfolios and the broader wealth preservation process.”
Her appointment follows Pitcairn’s acquisition of Baltimore-based Brightside Partners in January 2025 and the launch of Pitcairn Wealth Advisors LLC, an RIA that complements the firm’s trust company and Shared Single-Family Office™ model.
“As we expand the investment strategies available to our clients, we continue to attract exceptional talent like Carlin,” said Chairman and Chief Global Strategist Rick Pitcairn. “Our deep understanding of multigenerational family wealth sets us apart, and this insight drives our growth as we enter our second century.”
Carlin earned a Bachelor of Arts in Economics and French from Bucknell University and recently completed the Certificate in Quantitative Finance (CQF).
About Pitcairn
For more than a century, Pitcairn has helped multigenerational families preserve and grow their wealth. Pitcairn’s Shared Single-Family Office™ service model provides an integrated approach that delivers personalized service, cutting-edge technology, and a family-centric approach. Serving 140+ families and overseeing $11 billion in assets under advisement as of April 2025, Pitcairn provides investment advisory, wealth management, tax, trusts and estate planning, insurance, as well as family education and family governance support. Headquartered in suburban Philadelphia, Pitcairn also has teams in New York, Baltimore, Washington, DC, and West Palm Beach, Florida.
Disclaimer: Pitcairn Wealth Advisors LLC (“PWA”) is a registered investment adviser with its principal place of business in the Commonwealth of Pennsylvania. Registration does not imply a certain level of skill or training. Additional information about PWA, including our registration status, fees, and services is available on the SEC’s website at www.adviserinfo.sec.gov. This material was prepared solely for informational, illustrative, and convenience purposes only and all users should be guided accordingly. All information, opinions, and estimates contained herein are given as of the date hereof and are subject to change without notice. PWA and its affiliates (jointly referred to as “Pitcairn”) do not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether referenced or incorporated herein, and takes no responsibility thereof. As Pitcairn does not provide legal services, all users are advised to seek the advice of independent legal and tax counsel prior to relying upon or acting upon any information contained herein. The performance numbers displayed to the user may have been adversely or favorably impacted by events and economic conditions that will not prevail in the future. Past investment performance is not indicative of future results. The indices discussed are unmanaged and do not incur management fees, transaction costs, or other expenses associated with investable products. It is not possible to invest directly in an index. Projections are based on models that assume normally distributed outcomes which may not reflect actual experience. Consistent with its obligation to obtain “best execution,” Pitcairn, in exercising its investment discretion over advisory or fiduciary assets in client accounts, may allocate orders for the purchase, sale, or exchange of securities for the account to such brokers and dealers for execution on such markets, at such prices, and at such commission rates as, in the good faith judgment of Pitcairn, will be in the best interest of the account, taking into consideration in the selection of such broker and dealer, not only the available prices and rates of brokerage commissions, but also other relevant factors (such as, without limitation, execution capabilities, products, research or services provided by such brokers or dealers which are expected to provide lawful and appropriate assistance to Pitcairn in the performance of its investment decision making responsibilities). This material should not be regarded as a complete analysis of the subjects discussed. This material is provided for information purposes only and is not an offer to sell or the solicitation of an offer to purchase an interest or any other security or financial instrument.