Brian LuhmanFamily 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 completed the Financial Planning Association Virtual Externship and is a candidate for the CERTIFIED FINANCIAL PLANNER™ designation. Previously, he 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. He holds a Series 65 (Investment Advisor Representative) license.
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.