Cassandra StephensFamily Office Accountant, CFO Services
As a Family Office Accountant, Cassandra provides accounting services to family office clients. Her responsibilities include income and expense coding, tracking of various investments, investment partnership accounting, and tax preparation. She collaborates with members of the Wealth Management, Tax, and Operations teams, as well as third-party client advisors, to deliver a full suite of comprehensive services to client families.
Before joining Pitcairn, Cassandra held the position of Cash Management Staff Accountant with Morgan Properties in King of Prussia, PA where she was responsible for accounting functions, including reconciliation of bank accounts, preparation of journal entries, resolution of discrepancies, and assisting with annual audits.
Cassandra holds an Associate degree in Applied Science with a major in Accounting from Delaware County Community College. She is working toward a Bachelor of Science in Accounting from Wilmington University and anticipates completing her degree in December 2022.
When Cassandra isn’t crunching numbers, she likes to get her creative juices flowing, whether that be writing poetry, making cool t-shirts, or trying new recipes in the kitchen. She also enjoys travel, concerts, and wine tastings.