Chief Investment Officer
A member of Pitcairn’s leadership team, Rick is focused on long-term, global investment strategies designed to achieve better outcomes for wealthy families. He is the chief architect behind Pitcairn’s open architecture investment platform and a leading authority on the use of tax overlay and Unified Managed Accounts (UMA) in trust structures and for the ultra-high net worth investor.
Rick is a frequent speaker and author on investment topics including long-term investing for families, due diligence, tax overlay, and global asset allocations. He has contributed his expertise to various investment media outlets including: Fox Business Network’s Countdown to the Closing Bell, Bullseye Brief, Wharton Business Radio’s Behind the Markets Podcast, Bloomberg Radio, Barron’s Penta, The Wall Street Journal, The International Family Offices Journal, Private Wealth, Investment News, and Family Office Review. Rick was recognized as “Outstanding Multi-Family Office Executive” by Family Wealth Report in 2016, as well as “Multi-Family Office CIO of the Year” by Family Office Review in 2013.
In addition, Rick is a founding member and past chairman of the Wigmore Association, a global collaboration of chief executive officers and chief investment officers from eight family offices across North America, Europe, Australia, and South America. The group exchanges views, research, and insight to enable members to enhance their global perspectives and enrich their business models and investment processes.
A fourth-generation family member, Rick has over 25 years of committee and board involvement with Pitcairn. Prior to joining our team, Rick was the Chief Investment Officer and Partner at Kaffie, Goodman, & Pitcairn, Inc. and Senior Manager, Portfolio Manager, and Investment Analyst at Piedra Capital, both located in Houston, Texas.
Rick holds the designation of Chartered Financial Analyst and is a member of the Financial Analysts of Philadelphia. He has an MBA in Finance from Rice University and a BBA in Accounting with honors from the University of Houston.
Rick’s interest in capital markets has led him to become an avid world traveler. When he’s not working or travelling, he enjoys fly fishing and the opera. He currently serves as Chairman of the Academy of Vocal Arts Board of Directors, located in Philadelphia.