-
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.
Discover Pitcairn -
What We Do
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.
Explore - Insights & News
Account Administration Specialist
Shaun Conway
As a member of the Operations team, Shaun handles all aspects of account administration.
Collaborating across many departments, he provides administrative support for many trusts and estates. He also provides support for the Client Transition Team for the onboarding of new, complex clients.
Shaun provides support for the account opening process by drafting preliminary trust acceptance forms and gathering the required paperwork for new account submissions. He also completes asset delivery forms for irrevocable trusts when an account has been terminated. Additionally, Shaun supports the Fiduciary Services Team to ensure proper administration by drafting receipt & release agreements, identifying new beneficiaries/trustees, coding changes, and preparing UTA and crummey notices.
Prior to his current role, Shaun was a member of the Fiduciary Services Team supporting Pitcairn trusts and estates assuring adherence to fiduciary law and standards. Before 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 golf, collecting sports memorabilia, and sneakers.
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.