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Who We Are
Who We Are
For the last century, we’ve dedicated ourselves to empowering families like yours to prosper and endure. Like many of the leading families we serve, we have been through our own wealth journey.
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Wealth Momentum®
The families we serve and the relationships we have with them are at the center of everything we do. Our proprietary Wealth Momentum® model harnesses powerful drivers of financial and family dynamics, maximizing the impact that sustains and grows wealth for generations to come.
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Investment Operations Specialist
Raushan Green
As part of the Operations team, Raushan supports investment operations, primarily focusing on the modeling and execution of trades, investment compliance, and data aggregation.
He monitors and executes trades with external custodians across multiple accounts paying close attention to detail. In addition, Raushan coordinates with external managers and supports account compliance in resolving accounts that are out of balance and/or drafting new investment policy statements for clients as appropriate.
Before joining Pitcairn, Raushan worked as a U.S. Fixed Income Transaction Management Associate at State Street. He streamlined the execution of over 150 day-to-day front office operations between three investment management firms and their respective brokerage clients. Raushan identified root causes of unmatched trade breaks and provided reasoning for trade failure (transaction, maturity date, interest rate) prior to settlement dates, addressing discrepancies with external brokerage and IMS middle office teams.
Raushan earned a Bachelor of Science in Energy Business & Finance from Penn State University.
With a penchant for adventure, Raushan enjoys traveling, whether abroad to new places, local restaurants, or residential events with family and friends. In his free time, he likes to stay active and has participated in various sports, including track & field, soccer, swimming, basketball, and football. He also brings a fun and positive outlook to anything in which he gets involved, both inside and outside of work.
Back to team*Please note limitations: The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Pitcairn is engaged, or continues to be engaged, to provide investment advisory services.