Jay Goetschius

He collaborates closely with ultra-high-net-worth families and Pitcairn team members to provide a wide array of investment, planning, fiduciary, and family office services to achieve exceptional outcomes and deliver a superior client experience. He is passionate about helping clients manage the full impact of their unique wealth through Pitcairn’s Wealth Momentum family office model.

Before joining Pitcairn, Jay was a Managing Director at Abbot Downing’s offices in Palm Beach and New York, where he advised ultra-high-net-worth families and individuals. He has spent 30 years working with private clients on a range of family wealth management issues, including investment policy development, portfolio construction and asset allocation, tax and estate planning, and family governance.

Earlier in his career, Jay was a Principal for Bessemer Trust in Palm Beach, Partner and Head of Client Relationship Management for HPM Partners LLC (now Cerity Partners) and Managing Director with BNY Mellon Wealth Management in New York City. He also held senior roles in Bank of New York’s Charitable Gift Services, Trust and Private Banking divisions, and he began his career in Chase Manhattan Bank’s management development program.

Jay earned an MBA in Finance from Seton Hall University, a BA in Economics from St. Lawrence University, and is a Certified Trust & Financial Advisor (CTFA).

He is a Benjamin School Mentor and internship host and serves on the Advisory and Investment Committees of The New England Historic Genealogical Society, a leading resource for family history research in the US founded in 1845.

Jay lives in Jupiter, FL with his wife Michele and their two college-aged sons. He enjoys the outdoors, spending time with his family, and finishing home projects with his yellow lab on a rainy day.