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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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Pitcairn, a true family office serving ultra-high-net-worth families for a century, is pleased to announce that Robert Mileff, CAIA®., a seasoned financial services industry executive with extensive experience in wealth management, has joined the firm as Managing Director, Alternative Investments. He will report to Chief Investment Officer Nathan Sonnenberg, CFA, CAIA®.
“As we prepare for our next 100 years, Pitcairn is moving to expand our client base and deliver a wider range of investment offerings,” explained Leslie C. Voth, Pitcairn’s Chairman, Chief Executive Officer, and President. “Rob’s creative investment acumen and collaborative approach will further bolster Pitcairn’s tremendous client experience.”
“Rob will be responsible for building and maintaining our alternative investments solution set, as well as leading the investment team on all alternative investment initiatives,” added Nathan Sonnenberg, Pitcairn’s Chief Investment Officer. “He will also use his deep understanding of alternative investment research to help educate the organization and our clients about effective alternative investment strategies.”
At Pitcairn, Mileff has been charged with building a robust offering of liquid and illiquid alternative investment strategies, including a range of hedge fund and private investment offerings. To further advance the organization’s familiarity with alternative investments, he will provide guidance to the Pitcairn Family Office Group, existing clients, and prospects. Additionally, he will serve on the firm’s Investment Strategy and Due Diligence Committees.
“I am extremely honored to be joining Pitcairn at this momentous time in the firm’s history,” said Mileff, “and I look forward to helping write the next chapter of the Pitcairn story.”
Mileff comes to Pitcairn with more than 20 years in financial services and brings with him significant experience in ultra-high-net-worth wealth management and investment technology. Prior to joining Pitcairn, he held multiple alternative investment leadership roles at Fortigent, EnTrust Global, and Monroe Vos, and spearheaded consulting efforts for notable investment technology firms, including CENTRL, SS&C and Backstop Solutions.
Mileff is a graduate of the University of Oklahoma’s Price College of Business, where he earned a B.S. in Finance. Additionally, he is a CAIA® charter holder, and is an active member of the Chartered Alternative Investment Analyst Association. Rob based in Washington, D.C.
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.