New Role Serves UHNW Families and Single Family Offices
Jenkintown, Pennsylvania (June 17, 2020) – Pitcairn, the leading family office specializing in helping ultra high net worth families navigate the challenges and opportunities created by the interplay of family and financial dynamics, announced that Bruce Stewart has joined the firm as Managing Director of Client Investment Strategy. Stewart brings over 25 years of family office and investment experience to the firm. He reports to Chief Investment Officer, Rick Pitcairn.
“We are excited to add Bruce as a key member of the Pitcairn investment team,” said Chief Investment Officer Rick Pitcairn. “We’ve experienced outstanding investment results for our clients these past years, and Bruce’s expertise will ensure continued success going forward. This new addition is a significant step in the growth of our firm.”
Stewart is primarily responsible for supporting Pitcairn’s chief investment officer on investment and wealth management-related issues impacting clients and managing the investment team. In this regard, he will serve as the relationship manager to a select set of client families. He will also conduct capital market and economic research to shape and support investment decisions and educate clients and client-facing professionals on key economic and financial market issues.
“I am excited to join the industry leader in family wealth where I can leverage 25 years of family office experience serving multi-generational families and single family offices,” shared Stewart. “I was drawn to Pitcairn’s extensive expertise and ability to deliver independent thinking not found on Wall Street. I look forward to being a part of this outstanding team of professionals.”
Stewart’s background includes 25 years of experience in family office and institutional investments, specializing in manager research portfolio construction, risk analytics, product development and investment thought leadership. Before joining Pitcairn, he served as Managing Director and Chief Investment Officer of the family office group at BNY-Mellon and Director of US Investments at Citibank Global Markets.
A graduate of Purdue University, School of Technology, Stewart holds the designations of Chartered Alternative Investment Analyst (CAIA), and Certified Investment Management Analyst (CIMA). His professional certifications include the Investment Strategist Certificate and the Alternative Investment Certificate, issued by The Wharton School and IMCA. He has published multiple white papers and presented at several investment conferences over the years.
Born and raised in Paraguay, Stewart is looking forward to joining the Pitcairn team in Philadelphia once the coronavirus restrictions are lifted. He serves on the Board of Directors for The Home for Little Wanderers and the Advisory Board for the Latino Legacy Foundation (Boston Foundation).