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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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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 the most powerful drivers of financial and family dynamics, maximizing the impact that sustains and grows wealth for generations to come.
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Operations Manager

Kyle Pattinson

Kyle manages a broad range of day-to-day Operations activities and works closely with the Investment Operations Team to provide exceptional service to current and new Pitcairn clients.

He leads and supports a small team handling all aspects of client accounts, including account opening, maintenance, security and transaction processing, and problem resolution. He also monitors the department’s performance, refines and revises protocols and procedures, and is responsible for project implementation.

Before joining Pitcairn, Kyle held the position of Office Manager, Operations with Brown Brothers Harriman in Philadelphia. Previously, he was Wealth Management AML/KYC Onboarding Manager and Global Financial Crimes Compliance Manager at JPMorgan Chase in Wilmington, DE. Earlier in his career, Kyle was a Private Credit Operations Reporting Analyst at Sallie Mae in Wilmington, DE, where he also held the positions of Credit Operations Specialist and Claims Aversion Representative.

Kyle earned a Bachelor of Science in Business from Delaware Valley University in Doylestown, PA.

He is a Philadelphia sports fan through and through, cheering on the Eagles, the Sixers and the Flyers. Kyle enjoys most outdoor activities, especially golf, bike riding and snowboarding. His favorite vacation was a snowboarding adventure in Whistler, British Columbia where 20 inches of fresh powder blanketed the slopes. He hopes to someday snowboard in the Swiss Alps.

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