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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 powerful drivers of financial and family dynamics, maximizing the impact that sustains and grows wealth for generations to come.
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Investment Operations Associate
Andrea Von Bargen
Andrea supports daily investment operations while managing key projects aimed at process improvement, workflow integration, and enhanced client service.
Andrea assists in the investment governance process, alternative investment implementation and client reporting and serves as a liaison between Relationship Managers and the Investment Team. She also facilitates the management of the life cycle of private equity/hedge fund investments, valuation updates, and capital calls, and with reconciliation of data aggregation feeds, client performance reporting, and regulatory reporting.
Prior to her role at Pitcairn, Andrea worked at Brightside Partners, an RIA that was acquired by Pitcairn in 2025. There, she served as an Analyst where she assisted with client’s service requests and inquiries regarding their accounts, and organized and managed data from new client families. Andrea also assisted with the investment team’s analysis, due diligence, and monitoring of private and public investment opportunities and analyzed private investment reporting updates from investment managers.
Andrea has a Bachelor of Science in Economics from the University of Wisconsin – Madison.
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*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.