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Who We Are
Who We Are
For the last century, we’ve dedicated ourselves to empowering families like yours to prosper and endure. Like many of the leading families we serve, we have been through our own wealth journey.
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What We Do
Wealth Momentum®
The families we serve and the relationships we have with them are at the center of everything we do. Our proprietary Wealth Momentum® model harnesses powerful drivers of financial and family dynamics, maximizing the impact that sustains and grows wealth for generations to come.
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Manager, Corporate & Fiduciary Legal Services & Corporate Secretary
Denise Wallace
Pa.C.PAs Corporate Secretary to Pitcairn entities, Denise serves as secretary to many committees reporting to the Board of Directors, most notably including the Trust Committee.
Denise also maintains the entities’ records and Pitcairn’s policy manual. In this role, she works closely with members of the Wealth Management and Fiduciary Services teams.
Denise is a member of the Legal Team with a focus on company compliance with corporate governance and federal, state, and local laws and regulations, including those relating to state, corporate, and federal securities laws and the Banking Act of 1965. She monitors, and helps ensure compliance with, Pitcairn’s Code of Ethics and Personal Trading Policy.
Denise received her paralegal certification from Penn State University. She is a Pennsylvania Certified Paralegal and is a member and sits on the board of the Montgomery County Paralegal Association. Denise is also a Pennsylvania notary.
When not at Pitcairn, Denise can usually be found in her studio indulging her passion for quilting and knitting or in her kitchen pursuing the culinary arts. She is also an avid reader whose favorite travel destinations include Scotland and Disney World with her family.
Back to team*Please note limitations: The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Pitcairn is engaged, or continues to be engaged, to provide investment advisory services.