After Nearly a Century, We Remain Innovators
A compelling record of wealth preservation and growth
Our entrepreneurial mindset drives innovation through collaboration: with you, your family and your trusted advisors. Pitcairn is one of the most respected thought leaders across the industry and around the world. As your partner, we will help you protect, grow, and keep more of your wealth, enabling you to achieve better outcomes year-to-year, decade-to-decade, generation-to-generation.
Defining what it means to serve families
Understanding families—truly listening to and hearing you—is the foundation of everything we do. Since our founding in 1923, we have consistently recognized one overarching truth: No two families are the same. This is why chemistry and achieving a true partnership with those we serve is so important to us and our clients, and why we only engage with a few, select new families each year. Our consistent delivery of an exceptional client experience—“The Pitcairn Experience”—is dependent on this.
An exceptional client experience
Bringing exceptional people, technology, and process together, our integrated planning and implementation has helped families become stronger, grow their investments, and build their legacies. Each member of your multi-disciplinary, multi-generational Pitcairn team, as well as our firm’s leadership will be proactive with our interaction and communication with you. You will also benefit from access to our global network of clients, intermediaries, and talented professionals—an exclusive set of trusted contacts and valuable resources.
We welcome the opportunity to gain insight into the challenges you face and the aspirations you and your family are pursuing.
Faces of Pitcairn
Vicky FreeceDirector of Operations
Most careers rarely follow a straight line from A to B. Director of Operations, Vicky Freece, has had a career which has truly come full circle. Having worked at several firms, from sunny Florida to the suburbs of Philadelphia, Vicky has broad experience in client service, investments, and operations. She gives credit to her “better with age” experience to her multi-functional roles as well as the extraordinary multi-disciplinary team she currently manages. We took time during quarantine to touch base with Vicky and ask her a few questions.
What is it about Pitcairn that commands your extreme dedication and loyalty?
I am so grateful that Pitcairn lets me be me in a supportive environment. Pitcairn provides me the growth and experience to become a stronger, well rounded employee. In my current role, I get to collaborate across the organization with amazing colleagues to resolve situations in a fast-paced environment. Being able to think critically and solve the puzzles of complex client situations is right up my alley.
Tell us the story about your journey at Pitcairn and the learning you did along the way.
I started my journey at Pitcairn in 2006 as a Client Service Administrator serving on the frontline for our clients. A year later, I moved to the Investment team where I served as a Client Portfolio Administrator and Manager. After many years on the Investment team, I migrated back into Operations where I had started my career. The transition to Director of Operations was an opportunity I could not refuse and has provided me some of the most exciting days of my career! The zigzags I’ve experienced over my career has contributed to my versatility, better decision making, and increased efficiency.
What is it about the Operations team that has contributed to your success at Pitcairn?
The Operations team at Pitcairn is made up of the most dedicated and experienced professionals I’ve ever had the opportunity to work with. They bring a set of skills that are invaluable to the success of Pitcairn. This multi-disciplinary group tackles objectives and achieves success through close collaboration. It would be impossible for me to function effectively without the efforts of the Ops team.
What are you looking forward to professionally post quarantine?
One of the things I admire about Pitcairn is that we are forward thinking and we pride ourselves being on the cutting edge. I am excited to be a part of creating and improving deliverables for our clients. We are in an ever-changing industry when it comes to technology.
Other than your love of cats, what other activities fill your soul?
It is true that I have a soft spot for the furry kind. Outside of my love of cats, I enjoy feeding the animals that come to my property, including deer, raccoons, and skunks (yes, I said skunks), as I have a soft spot for the forgotten ones as well. It has always been a dream of mine to own a farm with lots of animals! I also lend my time to animal causes and enjoy traveling, playing the slots (on the occasion I’m feeling lucky) and solving sudoku puzzles.