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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 Analyst
Emilee Stepoulos
As a member of the Wealth Management Team, Emilee works closely with Relationship Managers to support all aspects of the financial planning process for client families and single-family office clients.
Her 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.
Prior to her role at Pitcairn, Emilee 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. Emilee 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.
Emilee has a Bachelor’s degree in Management and Finance from the University of Kentucky.
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.