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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 powerful drivers of financial and family dynamics, maximizing the impact that sustains and grows wealth for generations to come.
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Senior Financial Accountant
James Moretti
CPAAs a member of the Finance Team, Jim is responsible for overseeing delivery of accounting, financial, and operational services to Pitcairn entities, Ultra High Net Worth (“UHNW”), and Single-Family Office (“SFO”) clients.
He provides oversight and management of accounting processes and services for Pitcairn entities and to family office clients, including accurate income and expense coding, tracking various investments, and investment partnership accounting.
Before joining Pitcairn, Jim was a contract consultant for 8 years, managing financial operations for several different companies and serving as Director of Financial Operations, CFO, & Controller. Managing the financial operations included budget preparation, forecasting, financial reporting, period close, month-end consolidation of balance sheets and income statements.
Jim has a Bachelor of Business Administration in Accounting from Temple University and a Master’s in Finance from Saint Joseph’s University. He is also a Pennsylvania Certified Public Accountant.
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.