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Paulette Bodyshot
Director, Family Engagement

Paulette Girod

CFP®

Paulette is a consummate collaborator who works closely with Pitcairn's Chief Knowledge & Learning Officer to guide and support individuals and families as they engage with the benefits and challenges of wealth.

She works with families on various topics, such as wealth stewardship, family governance, leadership, and professional development. Using positive psychology and Co-Active Coaching, Paulette is committed to helping families achieve harmony while building a family culture of lifelong learning and personal growth.

As Director of Family Engagement, Paulette provides direct coaching, consultation, and educational sessions for individuals, couples, and families to support growth and development across generations. She facilitates individual and group conversations to identify family dynamics and to promote conditions for clear communication, positive decision-making, and healthy relationships. She also designs, customizes, and delivers learning plans and educational sessions for wealth inheritors and wealth creators on how to maintain wealth across multiple generations.

Before joining Pitcairn, Paulette worked for Vanguard for almost two decades. She served in a variety of leadership and client-facing roles. She worked in international and domestic sales and management in the high-net-worth retail client and institutional divisions. As a partner at JKJ Financial Services in Newtown, PA, she also gained exposure to estate planning, the insurance industry, and issues faced by business owners.

Most recently, Paulette was a staff member at the Women’s Resource Center, a Pennsylvania nonprofit, where she worked as a financial stability coach, helping clients feel more in control of their financial circumstances. She leveraged her experience in Financial Services and coaching to help women gain agency and resilience while navigating economic uncertainty and their futures. She is still an active volunteer with the organization.

A graduate of Pennsylvania State University, Paulette also has an MBA from Villanova School of Business. She is a Certified Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®).

Paulette likes to spend her weekends going on spontaneous adventures with her husband and three sons and throwing impromptu dinner parties for family and friends.

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