Peter Chirico, CTFARelationship Manager
Pete manages one of Pitcairn’s Relationship Management teams advising multi-generational families. He is responsible for developing, implementing and monitoring long-term financial plans focused on asset allocation, portfolio management, and tax planning that meet clients’ short-term needs and long-term objectives. Pete interacts with clients daily and collaborates with members of Pitcairn’s Investments, Planning, Fiduciary Services, and Operations teams to design and implement appropriate investment strategies and financial and estate plans.
Pete also coordinates the bank examination process with the Pennsylvania Department of Banking and Securities, providing status reports and any recent developments to the Pitcairn Trust Committee. Previously, Pete was a Personal Financial Manager on the Fiduciary Services team where he provided investment, compliance, and administrative oversight related to fiduciary accounts.
Pete has over 20 years of experience in the investment service industry. Prior to joining Pitcairn in 2007, Pete worked as a Financial Officer at U.S. Trust Company, providing accounting, trust administration and fiduciary services to trust accounts. Pete holds a BS in Business Management from West Chester University. He is a graduate of the Cannon Financial Institute’s Trust School and is a Certified Trust and Financial Advisor.
Born in Philadelphia, Pete grew up a passionate local sports fan and remains a die-hard Eagles, Phillies, Sixers, and Flyers fan. Whenever possible, Pete heads “down the shore” with his wife, son, and daughter for some R&R. Together they enjoy going to the beach and the boardwalk.