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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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Relationship Manager
David Slover
CFA, CFP®A member of Pitcairn’s Washington, DC team, David is responsible for developing, implementing, and monitoring long-term financial plans, focused on asset allocation, portfolio management, and tax planning, that meet the short-term needs and long-term objectives for Pitcairn’s Single Family Office clients.
He interacts with clients daily and collaborates with members of Pitcairn’s Tax, Investments, Planning, Fiduciary Services, and Operations teams to design and implement appropriate investment strategies and financial and estate plans.
Prior to assuming his current responsibilities, David served as a Personal Financial Manager at Pitcairn. Before joining the firm in 2016, David served as a Senior Financial Planner at Keystone Asset Management. In this role, he specialized in comprehensive personal financial planning services, including retirement, tax and estate planning, investment analysis, education planning, and risk management.
David received his BS in Finance from Virginia Polytechnic Institute and State University. He is a CFA® charterholder and a member of the CFA Society of Washington, DC. He also holds the designation of CERTIFIED FINANCIAL PLANNER™.
David really enjoys a gorgeous day on the golf course, preferably with a few birdies. Weather permitting, he can also be found on the softball field where he plays in a recreational league on Tuesday nights. When the weather doesn’t allow for golf or softball, David and his wife, Stephannie, and two children, head to a tropical beach for some R&R.
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