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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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Family Wealth Associate
Brian Luhman
CFP®As a member of the Wealth Management Team, Brian works closely with Relationship Managers to support all aspects of the financial planning process for client families and single-family office clients.
His responsibilities span Financial, Investment, Tax, and Insurance matters and include preparing cash flow reports, balance sheets, and net worth statements; implementing and monitoring asset allocation; coordinating the calculation and payment of taxes; and examining insurance needs.
Before joining Pitcairn, Brian held positions as an Associate Financial Planner with RTD Financial in Philadelphia and as a Corporate Action Specialist with Vanguard.
Brian earned a Bachelor of Arts in Economics from Purdue University in West Lafayette, IN and holds the designation of CERTIFIED FINANCIAL PLANNER™.
Outside of work Brian enjoys pursuing his love of travel. On a long weekend off he is probably flying out west to go skiing or exploring a new island in the Caribbean. One of his favorite vacations has been skiing in the Swiss Alps and he hopes to someday travel to Japan to ski the Hakuba mountains.
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.