Company Overview of Pitcairn Financial Group
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
Jenkintown, PA 19046-3593
Founded in 1923
Key Executives for Pitcairn Financial Group
President and Chief Executive Officer
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
Compensation as of Fiscal Year 2015.
Pitcairn Financial Group Key Developments
Pitcairn Appoints Laurie Ressin Martin as Managing Director & DC Office Head
Sep 24 15
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.
Pitcairn Names Mark E. McCarron as Managing Director of Investment Strategy
Sep 9 15
Pitcairn announced the appointment of Mark E. McCarron managing director of investment strategy, based in Philadelphia and reporting to Harold F. Rick Pitcairn, chief investment officer of Pitcairn. Mr. McCarron will be primarily responsible for supporting Pitcairn’s chief investment officer on investment and wealth management related issues impacting Pitcairn clients. In this regard, he will conduct capital markets and economic research to support investment decisions and educate clients and client-facing professionals on key economic and financial market issues. He will also be a member of the investment strategy, investment policy, due diligence and operating committees. Before joining Pitcairn, Mr. McCarron was vice president, chief investment strategist at Drexel Morgan Capital Advisers Inc., a post he held since 2011.
Pitcairn Financial Group Presents at 5th Annual Investment Management Summit, Oct-07-2014 10:30 AM
Sep 9 14
Pitcairn Financial Group Presents at 5th Annual Investment Management Summit, Oct-07-2014 10:30 AM. Venue: NYSE Euronext, 2 Broad Street (Entrance), New York, NY 10005, United States. Speakers: Alanson Houghton, Managing Director – Head of New York Office.
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