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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 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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Investment Operations Specialist
Morgan Mears
As a member of the Investment Operations team, Morgan supports all aspects of the investment process, including modeling and execution of trades, holdings analysis, coordination with external managers, and tracking of alternative assets.
Morgan also supports account compliance by resolving accounts that are out of balance and/or drafting new investment policy statements for clients.
Before joining Pitcairn, Morgan was a Trading Specialist with Affinity Wealth Management in Wilmington, DE where he was responsible for supporting the trading and investment processes. Previously, he was an Anti-Money Laundering Compliance Analyst with JPMorgan Chase & Co. (via Digital Intelligence Systems) in Newark, DE.
Morgan earned a Bachelor of Science in Finance and Economics from the University of Delaware, Alfred Lerner College of Business and Economics.
Outside of Pitcairn, Morgan enjoys sports, travel, and the outdoors. He is a fantasy football fanatic and an avid Dallas Cowboys fan. He recently visited Busch Stadium and hopes to cross a few more stadiums off his ballpark bucket list soon. During the Summer, Morgan spends his weekends at the Delaware beaches with family and friends.
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