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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
John Jeffrey
As a member of the Wealth Management Team, John works closely with Relationship Managers to support all aspects of the financial planning process for client families and single-family office clients.
John’s 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.
Before joining Pitcairn, John was a Wealth Analyst at RKL Private Wealth where he supported senior team members and client relationships through proficiency in financial planning and analytics.
John received his Bachelor of Finance from Pennsylvania State University, Smeal College of Business.
Outside of work, John likes spending time with his family, cooking, and reading. He is also a life-long learner and enjoys learning new skills whenever he can!
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.