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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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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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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.
Disclaimer: Pitcairn Wealth Advisors LLC (“PWA”) is a registered investment adviser with its principal place of business in the Commonwealth of Pennsylvania. Registration does not imply a certain level of skill or training. Additional information about PWA, including our registration status, fees, and services is available on the SEC’s website at www.adviserinfo.sec.gov. This material was prepared solely for informational, illustrative, and convenience purposes only and all users should be guided accordingly. All information, opinions, and estimates contained herein are given as of the date hereof and are subject to change without notice. PWA and its affiliates (jointly referred to as “Pitcairn”) do not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether referenced or incorporated herein, and takes no responsibility thereof. As Pitcairn does not provide legal services, all users are advised to seek the advice of independent legal and tax counsel prior to relying upon or acting upon any information contained herein. The performance numbers displayed to the user may have been adversely or favorably impacted by events and economic conditions that will not prevail in the future. Past investment performance is not indicative of future results. The indices discussed are unmanaged and do not incur management fees, transaction costs, or other expenses associated with investable products. It is not possible to invest directly in an index. Projections are based on models that assume normally distributed outcomes which may not reflect actual experience. Consistent with its obligation to obtain “best execution,” Pitcairn, in exercising its investment discretion over advisory or fiduciary assets in client accounts, may allocate orders for the purchase, sale, or exchange of securities for the account to such brokers and dealers for execution on such markets, at such prices, and at such commission rates as, in the good faith judgment of Pitcairn, will be in the best interest of the account, taking into consideration in the selection of such broker and dealer, not only the available prices and rates of brokerage commissions, but also other relevant factors (such as, without limitation, execution capabilities, products, research or services provided by such brokers or dealers which are expected to provide lawful and appropriate assistance to Pitcairn in the performance of its investment decision making responsibilities). This material should not be regarded as a complete analysis of the subjects discussed. This material is provided for information purposes only and is not an offer to sell or the solicitation of an offer to purchase an interest or any other security or financial instrument.