Elena V. RoseInvestment Operations Team Lead
As a Team Lead and member of the Middle Office Services Team (MOST), Elena executes trades with numerous brokers and oversees the account management of SMAs (separately managed accounts), including manager trading and client investment/divestment of cash and/or securities.
She is responsible for the first level investment and administrative reviews process, as well as processing internal and external asset transfers. Elena helps support the processing of transactions that occur outside of Pitcairn for data aggregation and reporting.
Elena has over 14 years of experience in the banking industry. Before joining Pitcairn, Elena served the roles of Account Administrator and Trading Operation Administrator at AMG Funds (f/k/a Managers Investment Group).
Elena has a BS in Business Administration with a concentration in Finance from Holy Family University.
Elena enjoys hiking, camping, backpacking, maintaining trails, and skiing around the globe. Her love of the outdoors has taken her to Spain, Scotland, Italy, and throughout the United States. She aspires to someday summit Mount Washington in the winter months.