Our Team
The tenure of our staff, the collaborative culture in which we work, and our commitment to delivering an exceptional Pitcairn experience all contribute to why we are consistently recognized as an industry-leading family office. Our ability to attract and retain the best talent from across our industry supports our efforts to continually innovate.
Leadership Team
Pitcairn Professionals
-
Matthew C. Breidenbach, CPA, CFP®
Relationship Manager, CFO Services -
Ashley Bustion
Account Administration Specialist -
Karen Carlson, CFP®
Managing Director, Relationship Manager -
Derek J. Cavanaugh, CFP®
Family Wealth Associate -
Peter Chirico, CTFA
Relationship Manager -
Ashley Cirillo
Wealth Momentum Communications Associate -
Shaun R. Conway
Account Administration Specialist -
Eleena de Lisser
Director, Marketing & Strategic Communications -
Edward M. DiRugeris, CFA, CFP®
Relationship Manager -
LaShonda Duvernay
Client Service Associate -
Ethan Ebner, CFP®
Family Wealth Analyst -
Emery P. Ells
Relationship Development & Events Coordinator -
Stephanie A. Fisher
Family Office Insurance Administrator -
Margaret Gaffner
Client Service Associate -
Paulette Mercedes Girod, CFP®
Director, Family Engagement -
Jay Goetschius
Managing Director, Head of Florida -
Jodye Green
Client Service Associate -
Raushan Green
Investment Operations Specialist -
Waamiq Griffin
Investment Operations & Reconciliation Specialist -
Leslie Heffernen, JD, LLM (Tax), CPA
Managing Director of Fiduciary & Legal Services -
Matthew R. Hilbert, CPA
Director of Tax -
Beth M. Hirshenhorn
Experience Manager & Executive Administrator -
Brian Hou
Technology Experience Specialist -
Kevin W. Johnston
Director of Technology & Business Solutions -
Dain Kistner
Director of Family Office Innovation -
Laura M. Kremp
Relationship Engagement Manager -
Melissa A. Landue
Client Service Associate -
Hazaifa Liaquit
Senior Accountant -
Brian Luhman, CFP®
Family Wealth Analyst -
Christina Maida
Investment Operations Manager -
Cullen Martin, CFP®
Family Wealth Analyst -
Laurie Ressin Martin, CFA, CTFA
Managing Director, Single Family Office -
J. Matthew McCarte, CFP®, CTFA
Managing Director, Head of Wealth Management -
Daniel L. McPhail, CFP®, CTFA
Director, CFO Services -
Morgan Mears
Investment Operations Specialist -
David Medici, CFA
Family Wealth Associate -
Robert Mileff, CAIA®
Managing Director, Alternative Investments -
Stephanie Notarianni, CFP®, CTFA
Managing Director of Operations & Technology -
Andrew Pace
Investment Research Analyst -
Christina L. Pastor, SHRM-CP
Human Resources Manager -
Kyle Pattinson
Operations Manager -
Kelly G. Pennekamp, CPA
Director, CFO Services & Controller -
Andrew D. Pitcairn
Family Council Chair/Director -
Clark D. Pitcairn
Chairman, Pitcairn Company -
Jennifer Proper
Managing Director, Wealth Strategies -
Mark T. Robinson, CFP®, CTFA
Managing Director, Integrated Wealth -
Raimonda Ronkute
Client Service Associate -
Ashley E. Ruhling, CIMA®
Director of Client Portfolio Management -
Craig Schmauder, CFP®
Manager, CFO Services -
Marlene E. Schultz
Family Office Accountant -
Jocelyn Schwartz, JD, LLM, CFP®
Managing Director, Relationship Manager -
Fei Shi
Tax Administrator -
David Slover, CFA, CFP®
Relationship Manager -
George Smith, CFP®
Relationship Manager -
Cassandra Stephens
Family Office Accountant, CFO Services -
Sharon V. Suchoski
Client Service Associate -
Claire T. Tinsman
Financial Accountant -
Megan Shabe Trout, SHRM-CP
Human Resources Associate -
Stacey A. Turner
Managing Director of Human Resources -
Denise L. Wallace, Pa.C.P
Manager, Corporate & Fiduciary Legal Services & Corporate Secretary -
Joseph Whelan
Family Wealth Analyst -
Natalie Wolaniuk, CFP®, CTFA
Relationship Manager -
Stephanie V. Wozniak
Account & Trust Administration Associate