Derek Cavanaugh

Derek handles accounting activities for all clients served by the team, including tax preparation, insurance needs analysis, trading activities, and report preparation and delivery. He collaborates with members of the Wealth Management and Operations teams to provide comprehensive service to client families.

Derek has spent his entire career at Pitcairn since joining the firm directly from the University of Pittsburgh, where he earned a BA and BS with a triple major in Economics, History, and Business Administration. He began his career as a Client Rebalancing Associate, acting as a liaison between the Investment, Wealth Management, and Middle Office Services teams. Since then, he has joined the family office team, directly serving client families, and holds the designation of CERTIFIED FINANCIAL PLANNER™.

As a student of history, Derek enjoys reading about and traveling the world as much as possible to experience other cultures and histories. Also, a passionate Manchester United fan, he can often be found at the crack of dawn watching their games. Derek strives to stay up-to-date on current business and economic affairs through whatever content he can get his hands on.