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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 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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Director, Tax
Alison Quinn
CPAAlison provides leadership within our tax function while actively engaging in developing and implementing innovative tax strategies for our ultra-high-net-worth clients.
Alison plays a pivotal role in driving tax efficiency, compliance, and strategic guidance while mentoring and developing talent within the team. She also leads all aspects of tax compliance and collaborates with other departments, such as wealth management and legal, to integrate tax strategies into comprehensive wealth management plans for clients.
Prior to joining Pitcairn, Alison was a Tax Director with the family office group at Wilmington Trust, where she worked closely with Wealth Relationship Managers to ensure continuity of services provided to clients. She oversaw tax preparation and planning services and managed client relationships with tax and accounting services.
Alison has a Bachelor of Science in Accounting from Goldy-Beacom College and a Masters in Taxation from Villanova University. She also holds the certification of Certified Public Accountant.
Outside of the office Alison enjoys exercising, including long walks, and spending time with her three kids at the beach.
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