PITCAIRN ISLANDS

Pitcairn Names New Head of Wealth Management

Retrieved on: 
Wednesday, October 11, 2023
Wealth management, Family office, Strategic leadership, Certified Financial Planner, University, Equity, BA, FFI, Ultra, Diversity, CTFA, National Association of Personal Financial Advisors, Financial adviser, Certification, Ursinus College, Villanova University, Management, Economics

JENKINTOWN, Pa., Oct. 11, 2023 /PRNewswire/ -- Pitcairn, a true family office celebrating a full century of serving ultra-high-net-worth families, is pleased to announce the promotion of two key executives. Effective immediately, J. Matthew McCarte, CFP®, CTFA, will now oversee all relationship management teams at the firm in the role of Managing Director, Head of Wealth Management. Reporting directly to Matt will be Managing Director Karen Carlson, CFP®, who will assume the role of leading the Ultra-High-Net-Worth Relationship Management team. Their promotions come on the heels of Pitcairn's recently announced leadership transition as Andrew L. Busser, currently President, Family Office will assume the role of CEO from Leslie Voth who continues as Chairman.

Key Points: 
  • Effective immediately, J. Matthew McCarte, CFP®, CTFA, will now oversee all relationship management teams at the firm in the role of Managing Director, Head of Wealth Management.
  • Reporting directly to Matt will be Managing Director Karen Carlson, CFP®, who will assume the role of leading the Ultra-High-Net-Worth Relationship Management team.
  • He is a member of Pitcairn's Investment Strategy Committee, the Strategic Leadership and Family Office Leadership Councils, and has over 25 years of wealth management experience.
  • As a Managing Director and Relationship Manager, Karen, who has been with Pitcairn for 13 years, advises multi-generational families.

Pitcairn, Celebrating its 100th Anniversary, Announces Leadership Transition to Shepherd Next Century in Business

Retrieved on: 
Tuesday, September 26, 2023
Pittsburgh Plate Glass Company Building, The Conference Board, Woman, PPG Industries, Growth, Voth, Family, Family office, Busser, Female, Management

JENKINTOWN, Pa., Sept. 26, 2023 /PRNewswire/ -- Pitcairn, a true family office celebrating a century of serving ultra-high-net-worth families, is pleased to announce a long-planned transition. Effective November 16, 2023, Andrew L. Busser, President, Family Office at Pitcairn will assume the role of CEO from Leslie Voth who continues as Chairman of Pitcairn Trust Company.

Key Points: 
  • "I had the privilege of hiring her, helping her grow, and watching her journey to become the leader she is today."
  • "She was the first female CEO and Chairman of the Board and the first non-Pitcairn family member to serve as chairman.
  • Her passion for our clients and our employees is infectious and under her leadership, Pitcairn is in its best position in 100 years," he continued.
  • Andy understands our business, our clients, and how to continue the growth trajectory that Leslie set for the company.

Pitcairn Selects GLASfunds as Their Alternative Investment Platform, Offering the Tools, Expertise, and Support to Deliver Institutional Private Market Portfolios

Retrieved on: 
Thursday, September 21, 2023
Accounting, Personal Finance, Professional Services, Finance, Investment, Asset management

Today, Pitcairn has announced their selection of GLASfunds, LLC (“GLASfunds”), a leading alternative investment platform for financial advisors, as their provider for institutional-quality alternative investment opportunities.

Key Points: 
  • Today, Pitcairn has announced their selection of GLASfunds, LLC (“GLASfunds”), a leading alternative investment platform for financial advisors, as their provider for institutional-quality alternative investment opportunities.
  • Additionally, by partnering with GLASfunds, Pitcairn reinforces its commitment to delivering exceptional investment solutions tailored to the unique needs and objectives of its clients.
  • The collaboration ensures that Pitcairn remains at the forefront of the industry, leveraging GLASfunds' advanced technology and platform to provide cutting-edge alternative investment strategies and insights to help clients navigate the ever-changing investment landscape.
  • “GLASfunds is uniquely positioned to be a valuable partner for Pitcairn,” said Nathan Sonnenberg, Chief Investment Officer of Pitcairn.

SEABOURN PURSUIT TO VISIT WARM-WEATHER DESTINATIONS DURING FIRST-EVER EXPEDITION SEASON TO SOUTH PACIFIC, KIMBERLEY REGION IN 2024

Retrieved on: 
Thursday, September 14, 2023
Constellation, Fox, Hunter River, Coral, Culture, Tree, Aborigine, Solomon Islands, Bradshaw, History, Four Kings, Photography, Ramu, Mitchell River National Park (Western Australia), Beauty, Trobriand Islands, Purnululu National Park, River, Island, Misool, Horizontal Falls, Knowledge, Seabourn Venture, Pentecost Island, Cave, Shipbuilding, Tourism, Limestone, Amusement park, Pacific Ocean

SEATTLE, Sept. 14, 2023 /PRNewswire/ -- Seabourn , the leader in ultra-luxury voyages and expedition travel, will embark on its first-ever expedition voyages to the South Pacific and the Kimberley region in 2024 on board its newest ultra-luxury expedition ship, Seabourn Pursuit .

Key Points: 
  • SEATTLE, Sept. 14, 2023 /PRNewswire/ -- Seabourn , the leader in ultra-luxury voyages and expedition travel, will embark on its first-ever expedition voyages to the South Pacific and the Kimberley region in 2024 on board its newest ultra-luxury expedition ship, Seabourn Pursuit .
  • And, of course, guests will experience these bucket-list destinations in the comfort of our signature Seabourn ultra-luxury offerings and service."
  • Seabourn Pursuit will offer a number of expedition experiences designed to immerse guests in the beauty and wonders of the destinations.
  • The Kimberley - Seabourn Pursuit will offer six 10-day voyages in the Kimberley region between Broome and Darwin in June, July and August 2024.

Pitcairn Expands Investment Team with Additional Expertise

Retrieved on: 
Monday, March 20, 2023
SS&C, CFA, University, Alternative investment, Fortigent, Michael F. Price College of Business, Research, University of Oklahoma College of Law, Investment, SS, Investment strategy, Management

JENKINTOWN, Pa., March 20, 2023 /PRNewswire/ -- Pitcairn, a true family office serving ultra-high-net-worth families for a century, is pleased to announce that Robert Mileff, CAIA®, a seasoned financial services industry executive with extensive experience in wealth management, has joined the firm as Managing Director, Alternative Investments. He will report to Chief Investment Officer Nathan Sonnenberg, CFA, CAIA®.

Key Points: 
  • "Rob will be responsible for building and maintaining our alternative investments solution set, as well as leading the investment team on all alternative investment initiatives," added Nathan Sonnenberg, Pitcairn's Chief Investment Officer.
  • "He will also use his deep understanding of alternative investment research to help educate the organization and our clients about effective alternative investment strategies."
  • At Pitcairn, Mileff has been charged with building a robust offering of liquid and illiquid alternative investment strategies, including a range of hedge fund and private investment offerings.
  • Prior to joining Pitcairn, he held multiple alternative investment leadership roles at Fortigent, EnTrust Global, and Monroe Vos, and spearheaded consulting efforts for notable investment technology firms, including CENTRL, SS&C and Backstop Solutions.

Pitcairn Expands its Strategic Leadership & Investments Team

Retrieved on: 
Tuesday, January 24, 2023
Well, CIO, Policy, Growth, Fortigent, Nathan, Research, Consultant, Management

JENKINTOWN, Pa., Jan. 24, 2023 /PRNewswire/ -- Pitcairn, a true family office serving ultra-high-net-worth families for a century, announced today the expansion of its executive leadership team with the addition of Nathan Sonnenberg, a 25-year investment professional, as its new Chief Investment Officer. Pitcairn's long-time CIO, Rick Pitcairn, will take a new role as the firm's Chief Global Strategist.

Key Points: 
  • Pitcairn's long-time CIO, Rick Pitcairn, will take a new role as the firm's Chief Global Strategist.
  • Pitcairn was founded in 1923 as the single family office for the Pitcairn family, and today the firm serves more than 100 families.
  • At Pitcairn, Nathan will focus on the day-to-day management of the investment team, along with building the firm's long-term capital framework and identifying new opportunities within private markets.
  • Both Rick and Nathan will serve on the firm's leadership team and investment policy committee.

Pitcairn Expands Innovative Family Office Strategy to Serve Florida Clients

Retrieved on: 
Wednesday, March 16, 2022
Momentum, MBA, CTFA, Abbot-Downing Company, Private, BA, Seton Hall University, Risk management, Next-Generation Transit Survey, Percy Goetschius, Bank, St. Lawrence University, Family office, Economics, Safra National Bank of New York, Family, Growth, Bessemer Trust, Chase Manhattan Bank NA v Israel-British Bank (London) Ltd, Policy, Trust, Financial services

PHILADELPHIA, March 16, 2022 /PRNewswire/ -- Pitcairn, a true family office serving ultra-high-net-worth families for nearly a century, is expanding to serve the firm's growing Florida client base with the addition of Jay Goetschius as Managing Director and Head of Florida. In this role, Goetschius will be responsible for managing some of the firm's most important clients and advancing the firm's growth strategy for the Florida region.

Key Points: 
  • PHILADELPHIA, March 16, 2022 /PRNewswire/ --Pitcairn, a true family office serving ultra-high-net-worth families for nearly a century, is expanding to serve the firm's growing Florida client base with the addition of Jay Goetschius as Managing Director and Head of Florida.
  • "Florida has always been important to Pitcairn because it's a region where so many of our clients maintain residences.
  • Pitcairn is a true family office and leader in helping families navigate the challenges and opportunities created by the interplay of family and financial dynamics.
  • Through Wealth Momentum, an experience-based family office model, Pitcairn helps families achieve a more effective and complete experience.

Pitcairn Names Jennifer Proper as Managing Director, Wealth Strategies

Retrieved on: 
Tuesday, February 22, 2022
Momentum, Family office, General Transit Feed Specification, Wells Fargo, Union University, Family, Culture, Goldman Sachs, Senior, Binghamton University, Goal, Financial services, Management

PHILADELPHIA, Feb. 22, 2022 /PRNewswire/ --Pitcairn, a true family office serving ultra-high-net-worth families, individuals, and institutions for nearly a century, is responding to the needs of the firm's growing client base with the addition of Jennifer Proper as Managing Director, Wealth Strategies, to its Family Office team in a newly created position.

Key Points: 
  • PHILADELPHIA, Feb. 22, 2022 /PRNewswire/ --Pitcairn, a true family office serving ultra-high-net-worth families, individuals, and institutions for nearly a century, is responding to the needs of the firm's growing client base with the addition of Jennifer Proper as Managing Director, Wealth Strategies, to its Family Office team in a newly created position.
  • The company's progressive culture and devotion to helping clients succeed comprises everything I was looking for in the next phase of my career," commented Jennifer Proper.
  • Through Wealth Momentum, an experience-based family office model, Pitcairn helps families achieve a more effective and complete experience.
  • Today, Pitcairn is recognized as an innovator, guiding families through generational transitions and redefining the industry standard for family offices.

Mark Rogozinski Joins Pitcairn as Chief Strategy Officer

Retrieved on: 
Tuesday, February 8, 2022
Momentum, Industry, SEI, Partner, RIAS, MTC, Positive economics, Communication, Rockefeller, Family, CEO, Mall Finance & Investment Co Ltd v Slater, General Transit Feed Specification, BS, Babson College, Management

PHILADELPHIA, Feb. 8, 2022 /PRNewswire/ -- Pitcairn, a true family office serving ultra-high net worth families and single family offices for nearly a century, is expanding its leadership team with the addition of Mark Rogozinski as Chief Strategy Officer.

Key Points: 
  • PHILADELPHIA, Feb. 8, 2022 /PRNewswire/ -- Pitcairn, a true family office serving ultra-high net worth families and single family offices for nearly a century, is expanding its leadership team with the addition of Mark Rogozinski as Chief Strategy Officer.
  • "His professional credentials are impeccable and just as importantly, Mark is a great culture fit for Pitcairn, having already added significant value to our platform and service model as a consultant to the firm.
  • "Pitcairn's commitment to its clients, its strong and collaborative culture, and century of family office leadership are unparalleled in the wealth management industry," added Mark Rogozinski.
  • Today, Pitcairn is recognized as an innovator, guiding families through generational transitions, and redefining the industry standard for family offices.

Pitcairn Announces Key Promotion

Retrieved on: 
Thursday, March 18, 2021
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"Pitcairn has been one of America's leading family offices for nearly a century, and Andy has been a key leader of our strategy, growth and culture since joining the firm in 2015.

Key Points: 
  • "Pitcairn has been one of America's leading family offices for nearly a century, and Andy has been a key leader of our strategy, growth and culture since joining the firm in 2015.
  • Since joining Pitcairn in 2015, Busser has championed increased focus on the Pitcairn client experience, and has worked with clients, prospective clients and industry leaders to raise awareness of the firm's unique Wealth Momentum service model.
  • Through Wealth Momentum, an experience-based family office service model, Pitcairn helps families and single family offices achieve a more effective and complete experience.
  • Today, Pitcairn is recognized as an innovator, guiding families through generational transitions and redefining the industry standard for family offices.