Investment Commentary


Jocelyn Schwartz Joins Pitcairn as Managing Director, Relationship Manager

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

 

Jenkintown, Pennsylvania (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.

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About Pitcairn

Pitcairn is a true family office and leader in helping families navigate the challenges and opportunities created by the interplay of family and financial dynamics. Through Wealth Momentum®, an experience-based family office model, Pitcairn helps families achieve a more effective and complete experience. Since its inception, Pitcairn has partnered with some of the world’s wealthiest families to meet their needs and drive better outcomes – year to year, decade to decade, generation to generation. Today, Pitcairn is recognized as an innovator, guiding families through generational transitions and redefining the industry standard for family offices. The firm is located in Philadelphia, with offices in New York and Washington, DC and a network of resources around the world.