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 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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Relationship Manager

Peter Chirico

CTFA

Pete manages one of Pitcairn’s Relationship Management teams advising multi-generational families. He is responsible for developing, implementing, and monitoring long-term financial plans focused on asset allocation, portfolio management, and tax planning that meet clients’ short-term needs and long-term objectives.

Pete interacts with clients daily and collaborates with members of Pitcairn’s Investments, Planning, Fiduciary Services, and Operations teams to design and implement appropriate investment strategies and financial and estate plans.

Pete also coordinates the bank examination process with the Pennsylvania Department of Banking and Securities, providing status reports and any recent developments to the Pitcairn Trust Committee. Previously, Pete was a Personal Financial Manager on the Fiduciary Services team where he provided investment, compliance, and administrative oversight related to fiduciary accounts.

Prior to joining Pitcairn in 2007, Pete worked as a Financial Officer at U.S. Trust Company, providing accounting, trust administration and fiduciary services to trust accounts. With over 25 years of experience in the financial services industry, Pete holds a BS in Business Management from West Chester University. He is a graduate of the Cannon Financial Institute’s Trust School and is a Certified Trust and Financial Advisor.

Whenever possible, Pete enjoys spending time with family and friends at the Jersey Shore. Pete loves listening to and playing music and having grown up in the Philadelphia area, remains a life-long Philly sports fan.

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