Cullen Martin, CFP®Family Wealth Analyst
As a member of the Family Office Team, Cullen 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, Cullen was with The Vanguard Group for 7 years in client-facing and operations roles working directly with institutional and individual investors.
Cullen earned a Bachelor of Business Administration from the University of South Carolina, Moore School of Business. Additionally, he holds the designation of CERTIFIED FINANCIAL PLANNER™.
Outside of the office, Cullen enjoys trail running with his dog, cooking, and traveling. In the summers he loves going to down to the shore with his fiancé and their hound dog. And someday he hopes to travel to and explore the UK countryside.