John R. Raebiger, JR, CFP®, CTFAManaging Director
In his role as Managing Director, JR is responsible for developing and overseeing the implementation of long-term financial plans for families. He works directly with clients to advise them on a wide array of financial matters and assesses their wealth structures to devise custom plans that meet their unique requirements. JR works across Pitcairn’s Tax, Investments, and Trust Administration teams.
JR has over 20 years of experience in fixed income management. In his previous role at Pitcairn as the Director of Fixed Income, he was responsible for overseeing all fixed income managers on the investment platform, including manager selection, due diligence, and monitoring. Prior to Pitcairn’s move to 100% open architecture, JR managed all of Pitcairn’s fixed income investments, including two bond mutual funds. JR is a member of the Investment Strategy and Due Diligence committees and attends meetings of the Investment Policy Committee.
Prior to joining Pitcairn in 2002, JR was a Fixed Income Portfolio Manager at Davidson Trust Company. He was responsible for managing over $500 million of individual and institutional fixed income assets. Before Davidson Trust Company, JR was an Institutional Trader and Bond Salesman at Boenning & Scattergood.
JR earned a BSBA in Finance from Shippensburg University and an MS in Finance from Temple University. He holds the designations of CERTIFIED FINANCIAL PLANNER™ and Certified Trust Financial Advisor. He is a member of the National Federation of Municipal Analysts, the CFA Institute, the National Trust Real Estate Association, and the Philadelphia Estate Planning Council. JR also sits on the Shippensburg University Foundation Board.
JR finds joy and repose being outdoors specifically camping, hiking, and fishing. He keeps active by running, weight lifting, and coaching youth ice hockey. JR is a natural people person with an outgoing spirit and a genuine interest in others. He is recognized as a trusted mentor to his colleagues, offering insight and supporting their growth and development.