Julian KuehnleInvestment Operations Specialist
As a member of the Investment team, Julian supports all aspects of the investment process, including modeling and execution of trades, holdings analysis, coordination with external managers, and tracking of alternative assets. He also supports account compliance by resolving accounts that are out of balance and/or drafting new investment policy statements for clients.
Before joining Pitcairn, Julian was a Financial Accountant with C.A. Spalding in Moorestown, NJ. Over the course of his career, Julian has gained experience in accounting and operations for hedge funds, private stock, and other private equity investments. He also has worked extensively in donor-advised funds and private foundation accounting.
Julian earned a Bachelor of Science from Drexel University’s LeBow College of Business.
Having done quite a bit of traveling – backpacking through Europe and visiting South America, Mexico, and all over the Caribbean – Julian would now like to share that experience with his beautiful (and very active) young daughters. He hopes that seeing the world and learning about other cultures will help them find their own passions, goals, and dreams. Since many of his family members live in Puerto Rico, Julian also wants to improve his basic understanding of Spanish to become fully fluent in both reading and writing.