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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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Family Wealth Associate
Derek Cavanaugh
CFP®As a member of the Wealth Management 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 Operations teams to provide comprehensive service to client families.
Derek has spent his entire career at Pitcairn since joining the firm directly from the University of Pittsburgh, where he earned a BA and BS with a triple major in Economics, History, and Business Administration. He began his career as a Client Rebalancing Associate, acting as a liaison between the Investment, Wealth Management, and Middle Office Services teams. Since then, he has joined the family office team, directly serving client families, and holds the designation of CERTIFIED FINANCIAL PLANNER™.
As a student of history, Derek enjoys reading about and traveling the world as much as possible to experience other cultures and histories. Also, a passionate Manchester United fan, he can often be found at the crack of dawn watching their games. Derek strives to stay up-to-date on current business and economic affairs through whatever content he can get his hands on.
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.