Anne M. LyonsFamily Office Accountant
As a Family Office Accountant, Anne is responsible for performing specialized accounting and reporting activities for Pitcairn’s family office clients. She provides a full suite of comprehensive services to client families by collaborating with members of the Wealth Management, Tax, and Operations teams, as well as with third-party client advisors.
Anne brings to Pitcairn over three decades of accounting, finance operations, and family office experience. Recently, she served as the Family Office Controller at Gardner Lewis Asset Management. Before that, she held numerous operations management roles, including Trust Operations/Fiduciary Accounting Manager at Cozen O'Connor, Relationship Manager at Merrill Lynch Trust Company, and Cashiering/Reconciliation Supervisor at Bank of America/Merrill Lynch.
Anne earned a BS in Business Administration with a concentration in Finance from Villanova University. She has held FINRA Series 7 registration and is certified from the Cannon Financial Institute’s Trust School.
Whether it’s spending a late afternoon on the beach down the shore, sitting first base side at a Philadelphia Phillies game, or attending a summer concert with her family, Anne loves the warmer months and being outdoors. After a lesson or two, or three, she hopes to add golfing with friends to her outdoor hobbies.