Joseph Whelan

As a member of the Family Office Team, Joe 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, Joe served as Assistant Director of Development for the Joseph R. Biden School of Public Policy at the University of Delaware, where he partnered with high-net-worth and ultra-high-net-worth individuals to provide funding for University colleges, programs, and initiatives. Previously, Joe honed his communications, journalism and social media skills as an anchor/reporter for top ranked local newscasts in Alabama, Indiana and North Dakota.  

Joe earned a Bachelor of Arts in Broadcast Journalism from the University of Maryland. He expects to complete his MBA in Quantitative Finance from the University of Delaware, Alfred Lerner College of Business & Economics in December 2022.

While working and studying at the University of Delaware, Joe gained firsthand experience in financial management as an information technology analyst for the student-run Blue Hen Investment Club, which manages a $3.3 million equity portfolio for the University’s endowment. Joe and his wife Melanie love to travel and try new foods, as well as spend time with family, friends, and their jack russell, Marlee.