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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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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.
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Account & Trust Administration Associate - Cash Lead
Stephanie Wozniak
As Team Lead and a member of the Operations Team, Stephanie is responsible for executing a variety of security and cash transactions on behalf of clients.
Stephanie works with the Operations Team to establish and maintain client account information and asset data across multiple internal databases. She performs account transfers and reviews multiple types of cash transactions. Stephanie interacts daily with members of the Wealth Management Team to ensure client transactions are executed accurately and efficiently.
As a nature enthusiast, Stephanie enjoys hiking the local nature trails and exploring the great outdoors with her family. On the weekends, Stephanie and her children often volunteer their time to help raise awareness and money for charities such as Kisses for Kyle. She also loves to write and hopes to someday write the next great all-American novel.
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.