Shaun R. ConwayTrust Administration Associate
As a member of the Fiduciary Services Team, Shaun monitors and offers administrative support for Pitcairn trusts and estates, assuring adherence to fiduciary law and standards. He also handles accounting and record-keeping needs for the Fiduciary Services and Relationship Management teams.
Shaun supports the account opening process by drafting preliminary trust acceptance forms and gathering the required paperwork for submission. He also submits asset delivery forms for irrevocable trusts when an account is terminating. Other trust administration functions include drafting UTMA and crummey letters, receipt and release agreements, and gathering client inventory for delivery and sign-off.
Prior to joining Pitcairn in 2018, Shaun served as a Trust Administrator at Reliance Trust in Wilmington, DE. Shaun received his degree from Elon University with a major in Business Marketing and a minor in Graphic Design.
Shaun is a sports enthusiast who enjoys collecting sports memorabilia, rookie cards, and sneakers. Currently his top collector items include a baseball signed by Mickey Mantle and 13 Mike Trout rookie cards. He loves going to memorabilia and card shows where he’s always looking to add to his collection. Shaun also enjoys golfing and participates in several recreational leagues including bowling, bocce, and a fast pitch softball league in the summer.