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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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At its regularly scheduled meeting on February 22, the Pitcairn Trust Company and Pitcairn Financial Group’s board of directors unanimously elected H.F. “Rick” Pitcairn, II, to succeed Leslie Voth as Chairman. A fourth-generation member of the Pitcairn family, Rick was appointed the firm’s first-ever Chief Global Strategist in 2023. In this position, he leads the development of Pitcairn’s thought leadership on macroeconomic trends and explores opportunities and new initiatives to spur business growth.
“I am honored that the board has shown such confidence in my ability to lead this enterprise into our next century in business,” he said. “I am committed to working every day to continue to contribute to the long-term growth trajectory of this distinguished firm.”
Rick has been with the firm for 20 years and served as Pitcairn’s Chief Investment Officer from 2008-2023. In that role, he focused on long-term, global investment strategies designed to achieve better outcomes for wealthy families. Among his most notable accomplishments was being the chief architect behind Pitcairn’s open architecture investment platform and a leading authority on the use of tax overlay and Unified Managed Accounts (UMA) in trust structures and for the ultra-high-net-worth investor.
“Rick Pitcairn has devoted his career to this great company and his hard work and dedication are an inspiration to us all,” said Andrew L. Busser, Pitcairn’s President and CEO. “I am grateful for the opportunity to continue my partnership with him as we and our colleagues write the next chapters of this storied firm.”
Rick holds the designation of Chartered Financial Analyst and is a member of the Financial Analysts of Philadelphia. He is a sought-after public speaker and author on investment topics including long-term investing for families, due diligence, tax overlay, and global asset allocations. He is a frequent commentator in the business media with appearances on CNBC and Fox Business as well as interviews with Barron’s, Investor’s Business Daily, The New York Times, and The Wall Street Journal.
Prior to joining Pitcairn, Rick was the Chief Investment Officer and Partner at Kaffie, Goodman, & Pitcairn, Inc. and Senior Manager, Portfolio Manager, and Investment Analyst at Piedra Capital, both located in Houston, Texas. He earned an MBA in Finance from Rice University and a BBA in Accounting with honors from the University of Houston.
About Pitcairn
Pitcairn’s unique Shared Single-family Office™ model provides unparalleled service to wealthy families and other family offices. With a heritage dating back to the firm’s founding in 1923, Pitcairn has a long-standing tradition of helping ultra-high-net-worth families navigate the complexities of wealth and plan for the future. The firm’s comprehensive services include investment advisory, wealth management, tax, trust and estate planning, risk management, accounting, and household-level financial services as well as family education and family governance support. The firm is headquartered in suburban Philadelphia, with offices in New York, suburban Washington D.C. and a presence in Florida.