Pitcairn is responding to the needs of the firm's growing client base with the addition of Jennifer Proper as Managing Director, Wealth Strategies, to its Family Office team in a newly created position.
"We are delighted to welcome Jen to the Pitcairn team. As one of the most sophisticated financial planning experts in the country, she will be a major asset for our clients," said Andrew L. Busser, President, Family Office at Pitcairn. "Perhaps more importantly, her collegial approach is a great fit in Pitcairn's collaborative and curious culture."
Proper joins Pitcairn from Abbot Downing, the Wells Fargo division serving high-net-worth and ultra-high-net-worth individuals and family offices, where she served as Director, Legacy and Wealth Planning and provided sophisticated estate, business, and financial planning for clients with a minimum net worth of $50 million. Prior to that assignment, she was a Senior Wealth Planner with Wells Fargo Bank, having previously worked as Legal and Tax Strategist with Legacy Advisors and as Senior Counselor/Attorney with The Ayco Company, a Goldman Sachs Company. She has a Juris Doctorate from Albany Law School of Union University and a B.A. from Binghamton University.
"I couldn't be happier to be joining Pitcairn at this time. The company's progressive culture and devotion to helping clients succeed comprises everything I was looking for in the next phase of my career," commented Jennifer Proper. "Pitcairn provides expert, unbiased advice, and seeks to be a true partner to their clients, which is what I've always tried to do professionally. I look forward to helping guide clients toward their goals and helping the company continue to grow."