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Who We Are
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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What We Do
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 powerful drivers of financial and family dynamics, maximizing the impact that sustains and grows wealth for generations to come.
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Investment Research Analyst
Jeremy Best
CFAJeremy is responsible for managing Pitcairn’s investment management and due diligence efforts.
He is also responsible for building and maintaining Pitcairn’s public equity and fixed income platform, private equity and credit, real assets, and hedge fund investments. He provides due diligence and manager selection analyses across the investment universe and designs and recommends appropriate investment mixes for clients and prospects.
Before joining Pitcairn, Jeremy was a Research & Retirement Services Analyst at Vicus Capital. In this role he was a generalist, with an emphasis in fixed income research, and served as the team lead on the fixed income subcommittee.
Jeremy received his Bachelor of Science in Finance and Bachelor of Science in Business Administration from Elmira College. He is also a CFA® charterholder.
Outside of work, Jeremy likes to spend time with friends and stay active by playing and coaching volleyball. He also enjoys spending time on his PC and is currently learning to code.
Back to team*Please note limitations: The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Pitcairn is engaged, or continues to be engaged, to provide investment advisory services.