Michael J. Byrne, CFP®Financial Planning Analyst
Mike is a key member of the Wealth Management Team, working closely with the Relationship Managers and Client Service Administrators to assist with the development and implementation of comprehensive financial plans for high net worth individuals and families.
Mike performs accounting and financial analyses for all clients, including assistance in tax preparation, insurance needs analysis, trading activities, and report preparation and delivery. He collaborates with members of the Wealth Management and Middle Office Services teams to provide comprehensive service to client families.
Mike contributes his insights as a member of Pitcairn’s Wealth Momentum Education Working Group and as a member of Pitcairn’s employee-led philanthropic initiative #PitcairnGivesBack.
Prior to joining Pitcairn in 2016, Mike served as an Intermediate Financial Analyst at Bank of America. He is currently pursuing his MBA from West Chester University of Pennsylvania and has a BS in Finance with a minor in International Business and a concentration in French from the University of Delaware. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
Mike enjoys spending time with family, friends, and his dog, Mogley. He plays ice hockey and other recreational sports through Philadelphia Sports Leagues. Travel has become a newly found passion for Mike. Whether it’s city streets or countryside landscapes, Mike appreciates seeing life through different cultures. He longs to travel throughout Canada, Europe, and Costa Rica to explore and experience the food, the drinks, and the sights.