Derek CavanaughFinancial Planning Analyst
As a member of the Financial Planning Analysts team, Derek works closely with the Relationship Managers, Personal Financial Managers, and Client Service Administrators to assist with the development and implementation of comprehensive financial plans for high net worth individuals and families.
Derek handles accounting activities for all clients served by the team, including tax preparation, insurance needs analysis, trading activities, and report preparation and delivery. He collaborates with members of the Wealth Management and Middle Office Services teams to provide comprehensive service to client families.
Prior to assuming his current role, Derek served as Client Rebalancing Associate acting as a liaison between the Investment, Wealth Management, and Middle Office Services teams. Before joining Pitcairn in 2016, Derek served as a Financial Analyst in The University of Pittsburgh's Socially Responsible Investing Portfolio and as an Accounting and Marketing Intern at Berkshire Hathaway’s United States Liability Insurance Group.
Derek earned a BA and BS from the University of Pittsburgh with a triple major in Economics, History, and Business Administration.
As a passionate Manchester United fan, Derek can often be found at the crack of dawn watching their games. He enjoys exploring the wonders of Philadelphia with friends and family. With readiness to learn and eagerness to grow professionally, Derek stays up-to-date on current business and economic affairs through whatever content he can get his hands on.