September 30, 2016 3:54 AM ET

Capital Markets

Company Overview of Pitcairn Financial Group

Company Overview

Pitcairn Financial Group is a privately owned multi-family office. The firm also provides comprehensive planning, investment advisory, estate and tax-planning services. The firm provides its services to multi-generational families. It operates as a subsidiary of Pitcairn Group L P. Pitcairn Financial Group was founded in 1923 and is based in Jenkintown, Pennsylvania with additional offices in New York City and McLean, Virginia.

One Pitcairn Place

165 Township Line Road

Suite 3000

Jenkintown, PA 19046-3593

United States

Founded in 1923

Phone:

215-887-6700

Fax:

215-881-6090

Key Executives for Pitcairn Financial Group

President and Chief Executive Officer
Age: 59
Head of the Washington, DC Office and Managing Director
Managing Director of Family Office Services, Chief Financial Officer, Member of Investment Strategy Committee, and Member of Investment Due Diligence Committee
Managing Director of Operations
Senior Vice President
Compensation as of Fiscal Year 2016.

Pitcairn Financial Group Key Developments

Pitcairn Presents at Family Office & Private Wealth Management Forum 2016, Jul-20-2016 09:45 AM

Pitcairn Presents at Family Office & Private Wealth Management Forum 2016, Jul-20-2016 09:45 AM. Venue: Hyatt Regency Newport, Newport, Rhode Island, United States. Speakers: Andrew Pitcairn, Family Chair Council.

Pitcairn Presents at 2nd Annual Pacific Credit & Hedge Fund Investor Forum, Jun-07-2016

Pitcairn Presents at 2nd Annual Pacific Credit & Hedge Fund Investor Forum, Jun-07-2016 . Venue: The Hilton San Francisco Financial District, 750 Kearny St., San Francisco, California, United States. Speakers: Richard Borowy, Director of Alternative Investments.

Pitcairn Appoints Laurie Ressin Martin as Managing Director & DC Office Head

Pitcairn has appointed Laurie Ressin Martin as managing director in its relationship management discipline, leading the company’s Washington, DC team. She will report to Averill Jarvis, managing director of client services and head of all of Pitcairn’s relationship teams, effective October 5. As the head of the Washington, DC office, Ms. Martin will manage Pitcairn’s growth initiatives in the DC market. She will oversee the delivery of investment and family office services to a growing group of multi-generational families, including developing, implementing and monitoring long-term financial plans, focused on asset allocation, portfolio management, and tax planning that meet clients’ short-term and long-term objectives.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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