Ethan EbnerFamily Wealth Analyst
As a member of the Family Office Team, Ethan 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, Ethan was a Financial Advisor & Portfolio Manager with Merrill Lynch Wealth Management in suburban Philadelphia. Prior to completing his bachelor’s degree, Ethan also served as a Financial Advisor intern with Cornerstone Advisors Asset Management, LLC in Bethlehem, PA.
Ethan earned a BA in Business, Organizations & Society from Franklin & Marshall College. He is a Chartered Retirement Planning Counselor™, and a candidate for the Certified Financial Planner™ designation. He also holds the FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) licenses.
Outside of the office, Ethan has a passion for traveling, thanks to his time spent abroad studying Business in Barcelona. He plans to eventually visit most every country in Europe, with ambitions to one day live there again full time. When he’s not traveling, Ethan enjoys working out at the gym, watching the NBA & NFL, and trying out new restaurants in Philadelphia.