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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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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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Senior Financial Accountant
Brian Kelly
CPABrian is responsible for overseeing delivery of accounting, financial, and operational services to Pitcairn entities.
He oversees delivery of accounting, financial, and operational services to Ultra High Net Worth (“UHNW”) and Single-Family Office (“SFO”) clients. Brian also provides oversight and management of accounting processes and services for Pitcairn entities and to family office clients.
Before joining Pitcairn, Brian served as Senior Accountant at Parx Casino where he drafted management reports, budgets, and financial statements for management to present to the Board of Directors. During his time at the Board of Pensions of the Presbyterian Church as Senior Accountant, Brian reviewed investment reconciliations, oversaw the tax reporting of unrelated business income in over 35 jurisdictions, and assisted drafting the footnotes for the annual financial statements.
Brian holds a Bachelor of Business Administration with a major in Accounting and a Master of Accountancy from Temple University. He also obtained his CPA credential in 2018.
Outside of the office, Brian likes to play golf and softball and spend time with his family. He is a huge fan of Philly sports teams and loves to travel – he has been to 38 states and 6 countries!
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