🡸Back to Our Team

 

Brian Luhman, CFP®

Family Wealth Analyst

As a member of the Family Office Team, Brian works closely with Relationship Managers to support all aspects of the financial planning process for client families and single-family office clients. His responsibilities span Financial, Investment, Tax, and Insurance matters and include preparing cash flow reports, balance sheets, and net worth statements; implementing and monitoring asset allocation; coordinating the calculation and payment of taxes; and examining insurance needs.

Before joining Pitcairn, Brian held positions as an Associate Financial Planner with RTD Financial in Philadelphia and as a Corporate Action Specialist with Vanguard. 

Brian earned a Bachelor of Arts in Economics from Purdue University in West Lafayette, IN and holds the designation of CERTIFIED FINANCIAL PLANNER™.

Outside of work Brian enjoys pursuing his love of travel.  On a long weekend off he is probably flying out west to go skiing or exploring a new island in the Caribbean. One of his favorite vacations has been skiing in the Swiss Alps and he hopes to someday travel to Japan to ski the Hakuba mountains.