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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 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 celebrating a full century of serving ultra-high-net-worth families, is pleased to announce the promotion of two key executives. Effective immediately, J. Matthew McCarte, CFP®, CTFA, will now oversee all relationship management teams at the firm in the role of Managing Director, Head of Wealth Management. Reporting directly to Matt will be Managing Director Karen Carlson, CFP®, who will assume the role of leading the Ultra-High-Net-Worth Relationship Management team. Their promotions come on the heels of Pitcairn’s recently announced leadership transition as Andrew L. Busser, currently President, Family Office will assume the role of CEO from Leslie Voth who continues as Chairman.
“Matt and Karen are both outstanding leaders who have demonstrated a commitment to delivering a client experience that is truly outstanding,” said Busser. “They are both experienced leaders who have contributed greatly to making Pitcairn the firm it is today and what we plan to become over the next hundred years. We are pleased to recognize their dedication, abilities, and contributions to Pitcairn’s success, and we congratulate them on this milestone.”
Matt recently celebrated his 25th anniversary with Pitcairn. As a relationship management team leader, he has been responsible for developing, implementing, and monitoring financial plans for many ultra-high-net-worth families. Matt’s primary focus has been on succession planning, generational wealth transfer planning, strategic and tactical asset allocation, as well tax optimization strategies. He is a member of Pitcairn’s Investment Strategy Committee, the Strategic Leadership and Family Office Leadership Councils, and has over 25 years of wealth management experience.
Matt has an MBA in Finance from Villanova University and a BA in Economics from Ursinus College. He holds the designations of Certified Financial Planner™ (CFP®) and Certified Trust and Financial Advisor and is a member of the Institute of Certified Bankers.
As a Managing Director and Relationship Manager, Karen, who has been with Pitcairn for 13 years, advises multi-generational families. She is primarily responsible for developing, implementing, and monitoring long-term comprehensive financial plans, focused on asset allocation, portfolio management, and tax planning, which meet clients’ short-term needs and long-term objectives. She is also a member of Pitcairn’s Strategic Leadership, Family Office Leadership, and Diversity, Equity & Inclusion Councils.
Prior to assuming her current responsibilities, Karen served as a Personal Financial Analyst performing accounting and financial analysis for clients in areas of comprehensive financial planning. She began her career at Pitcairn as a Client Account Administrator, providing daily support to multi-generational client families and serving as their point person. Karen earned a BA from the University of Scranton, holds the designation of Certified Financial Planner™ (CFP®), and is an FFI Fellow.
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.