🡸Back to Our Team

 

Bernadette J. Simmons

Client Administrator

As Client Service Administrator, Bernadette is responsible for providing administrative support to the Relationship Teams, as well as serving as a point person for clients, addressing their daily needs including cash transfers and paying bills. Additionally, Bernadette runs standard and customized reports, receives incoming calls from clients, and monitors client scheduled payments. She works closely with the Wealth Management, Trust Administration, and Operations teams to provide timely, efficient service to client families.

Prior to joining Pitcairn in 2014, Bernadette spent 15 years at Davidson Trust Company, a division of the Bryn Mawr Trust Company. In her role there, she served as Head Equity Trader and Investment Officer. Bernadette is a member of the Pennsylvania Association of Notaries.

Bernadette relishes the time she gets to spend with her grandchildren that live in Texas and New Jersey. Together they enjoy playing board games and going on walks. Bernadette is a devoted reader who also loves to travel and sightsee.