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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 Office Accountant, CFO Services
Cassandra Stephens
As a Family Office Accountant, Cassandra provides accounting services to family office clients.
Her responsibilities include income and expense coding, tracking of various investments, investment partnership accounting, and tax preparation. She collaborates with members of the Wealth Management, Tax, and Operations teams, as well as third-party client advisors, to deliver a full suite of comprehensive services to client families.
Before joining Pitcairn, Cassandra held the position of Cash Management Staff Accountant with Morgan Properties in King of Prussia, PA where she was responsible for accounting functions, including reconciliation of bank accounts, preparation of journal entries, resolution of discrepancies, and assisting with annual audits.
Cassandra holds an Associate degree in Applied Science with a major in Accounting from Delaware County Community College. She is working toward a Bachelor of Science in Accounting from Wilmington University and anticipates completing her degree in December 2025.
When Cassandra isn’t crunching numbers, she likes to get her creative juices flowing, whether that be writing poetry, making cool t-shirts, or trying new recipes in the kitchen. She also enjoys travel, concerts, and wine tastings.
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.