Natalie Wolaniuk, CFP®, CTFARelationship Manager
As a Relationship Manager at Pitcairn, Natalie is responsible for developing and overseeing the implementation of long-term financial plans for families. She works directly with clients to advise them on a wide array of financial matters. Natalie and her team assess client family wealth structures considering their goals to devise custom plans that meet their unique requirements. She works across Pitcairn’s Tax, Investments, and Trust Administration teams. Additionally, Natalie leads Pitcairn’s Financial Planning Analyst (FPA) Team, overseeing client trading, analysis, and deliverable creation processes.
Natalie contributes her insights and expertise as a member of Pitcairn’s Wealth Momentum Education Working Group and Learning & Development Team. In addition, she is an active participant in several of Pitcairn’s employee-led initiatives including - #PitcairnGivesBack and FitPit; the firm’s health and wellness program.
Prior to assuming her current responsibilities, Natalie served as a Personal Financial Manager and Personal Financial Analyst, performing accounting and financial analysis for clients in areas of comprehensive financial planning. She began her career at Pitcairn as a Client Service Administrator providing support to the client relationship team as well as serving as a point person for clients, addressing their daily needs.
Natalie earned her BS in Finance and Economics from Saint Joseph’s University. She is a graduate of the Cannon Trust School and holds the designations of CERTIFIED FINANCIAL PLANNER™ and Certified Trust and Financial Advisor.
Natalie stays busy volunteering at the animal shelter, listening to podcasts, and keeping physically active. She plays tennis several times a week, loves to golf, and is a hiking enthusiast. Some of her most notable hikes have taken her to Peru, Costa Rica, Europe, Mexico, and most recently, climbing Mt. Elbert in Colorado, the highest summit of the Rocky Mountains. As an adventurous foodie who vows to try anything once, Natalie combines her hiking travels with visiting local restaurants and exploring new foods.