Pitcairn Company
Description
The Pitcairn Islands, officially Pitcairn, Henderson, Ducie and Oeno Islands, are a group of four volcanic islands in the southern Pacific Ocean that form the sole British Overseas Territory in the South Pacific. Capital: Adamstown Area: 18.15 mi² Population: 50 (2018) Ethnic groups: Majority Pitcairn Islanders Official languages: English, Pitkern
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Pitcairn Employees
Employee
Years
Job
Industry
Colleen Manley Colleen Manley's Pitcairn Experience 2009 - 2010
Job Global Wealth Strategist to UHNW Clients
Industry Financial Services
Experience
Goodson Manley Law & Legacies March 2015 - Present
Manley Law, PC 2004 - Present
Pitcairn 2009 - 2010
Goodson, Manley, Forakis, and Deloughery, PLC 1991 - 2004
Skills
Estate Planning, Mergers & Acquisitions, Corporate Law, Trusts, Mediation, Entrepreneurship, Strategy, Tax Law, Management, Business Strategy, Securities, Legal Research, General Commercial..., Global Strategy, Statutory Interpretation, Corporate Governance, Global Business..., Multi-generational..., Strategic Planning, Interim Management, CEO Succession, Corporate govern, Global business d, Public Speaking, Leadership, Start-ups, Business Planning, Marketing Strategy, Finance
Education
Thunderbird School of Global Management 2010 — 2012
Global Executive MBA, Global Strategy & Corporate Finance
University of Arizona, James E. Rogers College of Law 1981 — 1984
Doctor of Law (JD), International Law and Legal Studies
Arizona State University 1980 — 1981
Bachelor of Arts (BA)
Northern Arizona University 1978 — 1980
Bachelor of Arts (BA), Honors Program
Goodson Manley Law & Legacies March 2015 - Present
Manley Law, PC 2004 - Present
Pitcairn 2009 - 2010
Goodson, Manley, Forakis, and Deloughery, PLC 1991 - 2004
Skills
Estate Planning, Mergers & Acquisitions, Corporate Law, Trusts, Mediation, Entrepreneurship, Strategy, Tax Law, Management, Business Strategy, Securities, Legal Research, General Commercial..., Global Strategy, Statutory Interpretation, Corporate Governance, Global Business..., Multi-generational..., Strategic Planning, Interim Management, CEO Succession, Corporate govern, Global business d, Public Speaking, Leadership, Start-ups, Business Planning, Marketing Strategy, Finance
Education
Thunderbird School of Global Management 2010 — 2012
Global Executive MBA, Global Strategy & Corporate Finance
University of Arizona, James E. Rogers College of Law 1981 — 1984
Doctor of Law (JD), International Law and Legal Studies
Arizona State University 1980 — 1981
Bachelor of Arts (BA)
Northern Arizona University 1978 — 1980
Bachelor of Arts (BA), Honors Program
Adam Naudascher Adam Naudascher's Pitcairn Experience January 1999 - August 1999
Job IT Manager, Service Delivery at Arizona Chemical
Industry Information Technology and Services
Experience
Arizona Chemical August 2014 - Present
Deutsche Bank August 2013 - August 2014
Arizona Chemical April 2011 - August 2013
Arizona Chemical July 2008 - April 2011
Arizona Chemical August 2006 - July 2008
IBM - Business Consulting Services October 2002 - July 2006
PwC - Management Consulting Services March 2001 - October 2002
Pitcairn January 1999 - August 1999
Skills
SAP, Project Implementation, ERP, Analysis, Requirements Analysis, SAP R/3, Change Management, Testing, IT Management, Security, Business Analysis, Team Leadership, Project Management, IT Strategy, Internal Audit, Data Migration, Internal Controls, SAP Implementation, Process Improvement, Business Intelligence, SAP BW, Business Process..., SAP ERP, ITIL, SharePoint, Business Objects, Sarbanes-Oxley Act
Education
University of Florida - Warrington College Of Business 2008 — 2009
MBA
Penn State University 1996 — 2000
B.S., Finance
Arizona Chemical August 2014 - Present
Deutsche Bank August 2013 - August 2014
Arizona Chemical April 2011 - August 2013
Arizona Chemical July 2008 - April 2011
Arizona Chemical August 2006 - July 2008
IBM - Business Consulting Services October 2002 - July 2006
PwC - Management Consulting Services March 2001 - October 2002
Pitcairn January 1999 - August 1999
Skills
SAP, Project Implementation, ERP, Analysis, Requirements Analysis, SAP R/3, Change Management, Testing, IT Management, Security, Business Analysis, Team Leadership, Project Management, IT Strategy, Internal Audit, Data Migration, Internal Controls, SAP Implementation, Process Improvement, Business Intelligence, SAP BW, Business Process..., SAP ERP, ITIL, SharePoint, Business Objects, Sarbanes-Oxley Act
Education
University of Florida - Warrington College Of Business 2008 — 2009
MBA
Penn State University 1996 — 2000
B.S., Finance
Dirk Jungé, CFA® Dirk Jungé, CFA®'s Pitcairn Experience 1993 - Present
Job Chairman at Pitcairn
Industry Financial Services
Experience
Pitcairn 1993 - Present
Paramount Resources 2000 - Present
National Philanthropic Trust 1996 - Present
Pennypack Ecological Restoration Trust 1990 - Present
The Freeman Company 2012 - Present
LB Foster May 2015 - Present
Academy of the New Church 2000 - 2002
Skills
Family Office, Family Business, High Net Worth..., Philanthropy, Wealth, Wealth Management..., Governance, Open Architecture, Estate Planning, Alternative Investments, Trusts, Wealth Management, Investment Management, Asset Allocation, Asset Management, Strategic Planning, Mergers & Acquisitions, Financial Advisory, Investments, Corporate Governance, Investment Advisory, Social Entrepreneurship, Trust Services, Intergenerational..., Donor Advised Funds, Succession Planning, Entrepreneurship, Investment Strategies, Endowments, Trust Management, Compensation Structures, Deferred Compensation, Hedge Funds, Private Equity
Education
Institute of Chartered Financial Analysts
Chartered Financial Analyst
Lehigh University 1968 — 1971
B.S., Economics and Finance
Academy of the New Church 1964 — 1967
Secondary
Pitcairn 1993 - Present
Paramount Resources 2000 - Present
National Philanthropic Trust 1996 - Present
Pennypack Ecological Restoration Trust 1990 - Present
The Freeman Company 2012 - Present
LB Foster May 2015 - Present
Academy of the New Church 2000 - 2002
Skills
Family Office, Family Business, High Net Worth..., Philanthropy, Wealth, Wealth Management..., Governance, Open Architecture, Estate Planning, Alternative Investments, Trusts, Wealth Management, Investment Management, Asset Allocation, Asset Management, Strategic Planning, Mergers & Acquisitions, Financial Advisory, Investments, Corporate Governance, Investment Advisory, Social Entrepreneurship, Trust Services, Intergenerational..., Donor Advised Funds, Succession Planning, Entrepreneurship, Investment Strategies, Endowments, Trust Management, Compensation Structures, Deferred Compensation, Hedge Funds, Private Equity
Education
Institute of Chartered Financial Analysts
Chartered Financial Analyst
Lehigh University 1968 — 1971
B.S., Economics and Finance
Academy of the New Church 1964 — 1967
Secondary
Gina Pagano Gina Pagano's Pitcairn Experience April 2011 - Present
Job Human Resource Specialist
Industry Financial Services
Experience
Pitcairn April 2011 - Present
KVK-Tech, Inc. June 2009 - March 2011
Skills
Customer Service, Human Resources, Microsoft Office, Recruiting, Outlook, QuickBooks, Microsoft Word, Employee Benefits, SuccessFactors, Management, Payroll, PowerPoint
Education
Penn State University 2013 — 2017
Master's degree, Human Resources
Albright College 2005 — 2009
Bachelor of Arts, Latin American Studies, Anthropology
Pitcairn April 2011 - Present
KVK-Tech, Inc. June 2009 - March 2011
Skills
Customer Service, Human Resources, Microsoft Office, Recruiting, Outlook, QuickBooks, Microsoft Word, Employee Benefits, SuccessFactors, Management, Payroll, PowerPoint
Education
Penn State University 2013 — 2017
Master's degree, Human Resources
Albright College 2005 — 2009
Bachelor of Arts, Latin American Studies, Anthropology
Peter May Peter May's Pitcairn Experience October 2008 - November 2009
Job Independent Wealth Advisor
Industry Financial Services
Experience
Independent Wealth Advisor July 2010 - Present
Art Solutions...Best in Practice December 2009 - Present
Trusts & Estates Network April 2012 - Present
Arts To Grow October 2009 - Present
The NAEPC Education Foundation March 2012 - May 2013
The Mann Center for the Performing Arts September 2009 - February 2011
Planned Giving Advisory Committee - The Philadelphia Orchestra 2005 - December 2010
Art Resource Alliance July 2009 - January 2010
Pitcairn October 2008 - November 2009
The Woodmere Art Museum 2007 - June 2009
Skills
Strategic Financial..., Estate Planning, Wealth Management, Mergers & Acquisitions, Insurance, Art, Wealth, Leadership, Finance, Risk Management, Financial Planners, Wealth Management..., Financial Advisory, New Business Development, Strategic Planning, Succession Planning, Collectibles, Museums, High Net Worth..., Philanthropy, Trusts, Disability Insurance, Strategic Partnerships, Personal Property, Financial Services, Management, Small Business, Executive Management, Portfolio Management, Asset Management, Strategy, Tax, Business Development, Asset Allocation, Investment Advisory, Personal Finance, Investment Strategies, Alternative Investments, Due Diligence, Private Wealth..., Wealth Transfer Planning, Investments, Financial Planning, Risk Mitigation, Asset Managment
Education
Villanova University School of Law 1992 — 1993
LLM, Tax
Capital University Law School 1989 — 1992
JD, Tax
Saint Louis University 1978 — 1982
BSBA, Accounting
Cy-Fair High School
Independent Wealth Advisor July 2010 - Present
Art Solutions...Best in Practice December 2009 - Present
Trusts & Estates Network April 2012 - Present
Arts To Grow October 2009 - Present
The NAEPC Education Foundation March 2012 - May 2013
The Mann Center for the Performing Arts September 2009 - February 2011
Planned Giving Advisory Committee - The Philadelphia Orchestra 2005 - December 2010
Art Resource Alliance July 2009 - January 2010
Pitcairn October 2008 - November 2009
The Woodmere Art Museum 2007 - June 2009
Skills
Strategic Financial..., Estate Planning, Wealth Management, Mergers & Acquisitions, Insurance, Art, Wealth, Leadership, Finance, Risk Management, Financial Planners, Wealth Management..., Financial Advisory, New Business Development, Strategic Planning, Succession Planning, Collectibles, Museums, High Net Worth..., Philanthropy, Trusts, Disability Insurance, Strategic Partnerships, Personal Property, Financial Services, Management, Small Business, Executive Management, Portfolio Management, Asset Management, Strategy, Tax, Business Development, Asset Allocation, Investment Advisory, Personal Finance, Investment Strategies, Alternative Investments, Due Diligence, Private Wealth..., Wealth Transfer Planning, Investments, Financial Planning, Risk Mitigation, Asset Managment
Education
Villanova University School of Law 1992 — 1993
LLM, Tax
Capital University Law School 1989 — 1992
JD, Tax
Saint Louis University 1978 — 1982
BSBA, Accounting
Cy-Fair High School
Brett Scola, CPA/PFS, CFP® Brett Scola, CPA/PFS, CFP®'s Pitcairn Experience April 2014 - Present
Job Director of Family Wealth Strategy at Pitcairn
Industry Financial Services
Experience
Pitcairn April 2014 - Present
GenSpring Family Offices December 2010 - April 2014
PNC 2010 - December 2010
Wachovia Bank 2003 - December 2009
PricewaterhouseCoopers 1992 - 2003
Skills
Financial Planning, Estate Planning, Tax, High Net Worth..., Financial Analysis, Wealth Management, Estate Tax Planning, Trusts, Investments, Finance, Wealth
Education
Loyola University Maryland 1988 — 1992
BBA, Accounting
American University - Kogod School of Business 1993 — 1995
MST, Taxation
Bishop Eustace Preparatory High School 1984 — 1988
St. Rose of Lima 1976 — 1984
Pitcairn April 2014 - Present
GenSpring Family Offices December 2010 - April 2014
PNC 2010 - December 2010
Wachovia Bank 2003 - December 2009
PricewaterhouseCoopers 1992 - 2003
Skills
Financial Planning, Estate Planning, Tax, High Net Worth..., Financial Analysis, Wealth Management, Estate Tax Planning, Trusts, Investments, Finance, Wealth
Education
Loyola University Maryland 1988 — 1992
BBA, Accounting
American University - Kogod School of Business 1993 — 1995
MST, Taxation
Bishop Eustace Preparatory High School 1984 — 1988
St. Rose of Lima 1976 — 1984
Alex Hallenbeck's Pitcairn Experience June 2012 - August 2012
Job Sales Engineer at Conductor, Inc.
Industry Internet
Experience
Conductor, Inc. September 2015 - Present
Conductor, Inc. March 2015 - August 2015
Conductor, Inc. January 2014 - February 2015
Pitcairn June 2012 - August 2012
Skills
Web Presence Management, SEO, Organic Search, Online Marketing, Digital Marketing, SaaS, Web Analytics, Microsoft Office, Start-ups, Lead Generation
Education
Boston University Questrom School of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance, Law
Conductor, Inc. September 2015 - Present
Conductor, Inc. March 2015 - August 2015
Conductor, Inc. January 2014 - February 2015
Pitcairn June 2012 - August 2012
Skills
Web Presence Management, SEO, Organic Search, Online Marketing, Digital Marketing, SaaS, Web Analytics, Microsoft Office, Start-ups, Lead Generation
Education
Boston University Questrom School of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance, Law
Andrew Pitcairn Andrew Pitcairn's Pitcairn Experience February 2014 - Present
Job Family Council Chair at Pitcairn
Industry Financial Services
Experience
Pitcairn February 2014 - Present
Pitcairn February 2009 - Present
Pitcairn 2008 - 2009
Metro Lounge 2004 - 2009
Pitcairn 2005 - 2008
The Ticket Doctor 1999 - 2002
Skills
Wealth Management, Asset Allocation, Wealth Management..., Investments, High Net Worth..., Alternative Investments, Venture Philanthropy, Investment Advisory, Governance, Financial Planners, Investment Strategies, Retirement Planning, Trusts, Estate Planning, Wealth, Financial Planning, Asset Management, Private Equity
Education
Temple University 1992 — 1994
Psychology
Bryn Athyn College 1987 — 1988
Liberal arts
Pitcairn February 2014 - Present
Pitcairn February 2009 - Present
Pitcairn 2008 - 2009
Metro Lounge 2004 - 2009
Pitcairn 2005 - 2008
The Ticket Doctor 1999 - 2002
Skills
Wealth Management, Asset Allocation, Wealth Management..., Investments, High Net Worth..., Alternative Investments, Venture Philanthropy, Investment Advisory, Governance, Financial Planners, Investment Strategies, Retirement Planning, Trusts, Estate Planning, Wealth, Financial Planning, Asset Management, Private Equity
Education
Temple University 1992 — 1994
Psychology
Bryn Athyn College 1987 — 1988
Liberal arts
Foster Mays's Pitcairn Experience June 2004 - June 2010
Job Rector at Epiphany Episcopal Church
Industry Religious Institutions
Experience
Epiphany Episcopal Church September 2013 - Present
Diocese of Bethlehem December 2012 - September 2013
University of the South August 2010 - May 2013
Pitcairn June 2004 - June 2010
Calibre, Wachovia Wealth Management April 2001 - May 2004
Skills
Credit Analysis, Trust Management, Estate Administration, Theology, Spiritual Direction, Pastoral Care, Religion, Biblical Studies, Youth Ministry
Education
The School of Theology, The University of the South 2010 — 2013
MDiv, Divinity
The George Washington University - School of Business 1989 — 1991
MBA, International Economic Development
University of South Carolina - The Moore School of Business 1977 — 1981
BS, Management, and Insurance
Epiphany Episcopal Church September 2013 - Present
Diocese of Bethlehem December 2012 - September 2013
University of the South August 2010 - May 2013
Pitcairn June 2004 - June 2010
Calibre, Wachovia Wealth Management April 2001 - May 2004
Skills
Credit Analysis, Trust Management, Estate Administration, Theology, Spiritual Direction, Pastoral Care, Religion, Biblical Studies, Youth Ministry
Education
The School of Theology, The University of the South 2010 — 2013
MDiv, Divinity
The George Washington University - School of Business 1989 — 1991
MBA, International Economic Development
University of South Carolina - The Moore School of Business 1977 — 1981
BS, Management, and Insurance
Michael Battaglia, CFP®, CIMA® Michael Battaglia, CFP®, CIMA®'s Pitcairn Experience November 2010 - January 2011
Job Lead Advisor at Brighton Jones
Industry Financial Services
Experience
Brighton Jones January 2011 - Present
Pitcairn November 2010 - January 2011
Pitcairn November 2008 - October 2010
Pitcairn September 2007 - November 2008
PricewaterhouseCoopers September 2006 - September 2007
PricewaterhouseCoopers September 2004 - September 2006
Medallion Financial Group September 1997 - September 2004
Skills
Wealth Management, Strategic Financial..., Investments, Estate Planning, Asset Managment, Portfolio Management, Asset Allocation, Investment Advisory, Financial Analysis, Wealth Management..., Alternative Investments, High Net Worth..., Wealth, Retirement Planning, Financial Planners, Tax, Financial Modeling, Asset Management
Education
University of Maryland College Park 1990 — 1995
BA, Economics
Brighton Jones January 2011 - Present
Pitcairn November 2010 - January 2011
Pitcairn November 2008 - October 2010
Pitcairn September 2007 - November 2008
PricewaterhouseCoopers September 2006 - September 2007
PricewaterhouseCoopers September 2004 - September 2006
Medallion Financial Group September 1997 - September 2004
Skills
Wealth Management, Strategic Financial..., Investments, Estate Planning, Asset Managment, Portfolio Management, Asset Allocation, Investment Advisory, Financial Analysis, Wealth Management..., Alternative Investments, High Net Worth..., Wealth, Retirement Planning, Financial Planners, Tax, Financial Modeling, Asset Management
Education
University of Maryland College Park 1990 — 1995
BA, Economics
Bill Rankin's Pitcairn Experience February 2010 - December 2011
Job CEO at Kanaly Holdings LLC and Kanaly Trust, LTA
Industry Investment Management
Experience
Kanaly Holdings LLC and Kanaly Trust, LTA December 2012 - Present
Pitcairn February 2010 - December 2011
Shelterwood Financial Services LLC July 2007 - January 2011
Atlantic Trust March 2004 - December 2005
Stein Roe Investment Counsel LLC January 2001 - December 2005
Stein Roe Investment Counsel April 1999 - December 2000
Stein Roe & Farnham November 1994 - March 1999
Rockefeller & Co. January 1993 - November 1994
Prudential Investment Management Co. 1988 - 1993
Mellon Bank NA 1976 - 1988
Skills
Wealth Management, Asset Management, Portfolio Management, Private Equity, Investments, Financial Planning, Asset Allocation, Alternative Investments, Investment Advisory, Venture Capital, Management Consulting, Private Wealth..., Investment Strategies, Hedge Funds, Business Planning
Education
University of Pennsylvania - The Wharton School 1974 — 1975
MBA, Finance
The Johns Hopkins University 1971 — 1973
B.E.S., Operations Research
Kanaly Holdings LLC and Kanaly Trust, LTA December 2012 - Present
Pitcairn February 2010 - December 2011
Shelterwood Financial Services LLC July 2007 - January 2011
Atlantic Trust March 2004 - December 2005
Stein Roe Investment Counsel LLC January 2001 - December 2005
Stein Roe Investment Counsel April 1999 - December 2000
Stein Roe & Farnham November 1994 - March 1999
Rockefeller & Co. January 1993 - November 1994
Prudential Investment Management Co. 1988 - 1993
Mellon Bank NA 1976 - 1988
Skills
Wealth Management, Asset Management, Portfolio Management, Private Equity, Investments, Financial Planning, Asset Allocation, Alternative Investments, Investment Advisory, Venture Capital, Management Consulting, Private Wealth..., Investment Strategies, Hedge Funds, Business Planning
Education
University of Pennsylvania - The Wharton School 1974 — 1975
MBA, Finance
The Johns Hopkins University 1971 — 1973
B.E.S., Operations Research
David Nave David Nave's Pitcairn Experience March 1992 - December 2011
Job Tax Consultant
Industry Accounting
Experience
Consultant January 2012 - Present
Pitcairn March 1992 - December 2011
Pitcairn Properties April 1988 - March 1992
Skills
Hedge Funds, Due Diligence, Tax, Financial Analysis, Income Tax, High Net Worth..., Accounting, Alternative Investments, Strategic Financial...
Education
Widener University 1974 — 1978
MBA
Philadelphia University 1967 — 1971
BS, Accounting
Consultant January 2012 - Present
Pitcairn March 1992 - December 2011
Pitcairn Properties April 1988 - March 1992
Skills
Hedge Funds, Due Diligence, Tax, Financial Analysis, Income Tax, High Net Worth..., Accounting, Alternative Investments, Strategic Financial...
Education
Widener University 1974 — 1978
MBA
Philadelphia University 1967 — 1971
BS, Accounting
Matthew Rovi's Pitcairn Experience February 2000 - January 2007
Job Relationship Manager, Private Banking at SEI Investments
Industry Financial Services
Experience
SEI June 2009 - Present
SEI January 2008 - June 2009
Pitcairn February 2000 - January 2007
Reimel Carter/EPB January 1997 - February 2000
The Silberman Group August 1995 - January 1997
Metro Group May 1994 - August 1995
PLANCO June 1992 - May 1994
Skills
Mutual Funds, Wealth Management, Financial Services, Due Diligence, Asset Management, Portfolio Management, Securities, Equities, Asset Allocation, Investments
Education
Pennsylvania State University-Great Valley Graduate Center 2000 — 2002
Masters, Business
Millersville University of Pennsylvania 1988 — 1992
BS, Business
SEI June 2009 - Present
SEI January 2008 - June 2009
Pitcairn February 2000 - January 2007
Reimel Carter/EPB January 1997 - February 2000
The Silberman Group August 1995 - January 1997
Metro Group May 1994 - August 1995
PLANCO June 1992 - May 1994
Skills
Mutual Funds, Wealth Management, Financial Services, Due Diligence, Asset Management, Portfolio Management, Securities, Equities, Asset Allocation, Investments
Education
Pennsylvania State University-Great Valley Graduate Center 2000 — 2002
Masters, Business
Millersville University of Pennsylvania 1988 — 1992
BS, Business
Dane Kline, CFA, CAIA Dane Kline, CFA, CAIA's Pitcairn Experience May 2013 - October 2014
Job Investment Analyst at William Penn Foundation
Industry Financial Services
Experience
William Penn Foundation April 2015 - Present
J.G. Wentworth October 2014 - April 2015
Pitcairn May 2013 - October 2014
William Penn Foundation July 2012 - May 2013
Drexel University September 2010 - September 2012
William Penn Foundation January 2012 - July 2012
BlackRock September 2009 - September 2010
Education
Drexel University - College of Business and Administration 2010 — 2013
Master of Science (M.S.), Finance
Drexel University - LeBow College of Business 2005 — 2009
B.S., Business Administration, Concentration in Finance
William Penn Foundation April 2015 - Present
J.G. Wentworth October 2014 - April 2015
Pitcairn May 2013 - October 2014
William Penn Foundation July 2012 - May 2013
Drexel University September 2010 - September 2012
William Penn Foundation January 2012 - July 2012
BlackRock September 2009 - September 2010
Education
Drexel University - College of Business and Administration 2010 — 2013
Master of Science (M.S.), Finance
Drexel University - LeBow College of Business 2005 — 2009
B.S., Business Administration, Concentration in Finance
Brian Hughes Brian Hughes's Pitcairn Experience September 2004 - April 2008
Job President & Founder Hughes Growth Strategies, LLC.
Industry Management Consulting
Experience
Hughes Growth Strategies, LLC March 2012 - Present
The Wellspring Group March 2014 - Present
Family Office Metrics, LLC. April 2013 - Present
Strategic Philanthropy, Ltd. November 2012 - Present
Threshold Group June 2008 - March 2012
Pitcairn September 2004 - April 2008
Lincoln Financial Advisors 1989 - 2003
UnumProvident 1984 - 1989
Skills
Financial Planning, Wealth Management, Wealth, Investments, Estate Planning, Asset Management, Asset Allocation, Sales Management, New Business Development, Consultative Selling, Family Office Planning..., Family Foundation..., Family Office, Strategic Financial..., Asset Managment, Selling, Strategy, Financial Services, Risk Management, Investment Strategies, Hedge Funds, Private Banking, Alternative Investments, Financial Advisory, Management, Private Equity, High Net Worth..., Business Development, Wealth Management..., Investment Management, Finance, Investment Advisory, Sales Leadership...
Education
University of Pennsylvania - The Wharton School 2006 — 2006
Private Wealth Management
The American College 1998 — 2002
CLU
University of Tampa 1980 — 1984
B.S., Marketing & Economics
Hughes Growth Strategies, LLC March 2012 - Present
The Wellspring Group March 2014 - Present
Family Office Metrics, LLC. April 2013 - Present
Strategic Philanthropy, Ltd. November 2012 - Present
Threshold Group June 2008 - March 2012
Pitcairn September 2004 - April 2008
Lincoln Financial Advisors 1989 - 2003
UnumProvident 1984 - 1989
Skills
Financial Planning, Wealth Management, Wealth, Investments, Estate Planning, Asset Management, Asset Allocation, Sales Management, New Business Development, Consultative Selling, Family Office Planning..., Family Foundation..., Family Office, Strategic Financial..., Asset Managment, Selling, Strategy, Financial Services, Risk Management, Investment Strategies, Hedge Funds, Private Banking, Alternative Investments, Financial Advisory, Management, Private Equity, High Net Worth..., Business Development, Wealth Management..., Investment Management, Finance, Investment Advisory, Sales Leadership...
Education
University of Pennsylvania - The Wharton School 2006 — 2006
Private Wealth Management
The American College 1998 — 2002
CLU
University of Tampa 1980 — 1984
B.S., Marketing & Economics
Ryan Schlesinger Ryan Schlesinger's Pitcairn Experience June 2011 - August 2011
Job Real Estate Analyst at HFF
Industry Real Estate
Experience
HFF May 2014 - Present
Jones Lang LaSalle June 2013 - August 2013
UBS Wealth Management May 2012 - August 2012
Pitcairn June 2011 - August 2011
Glassman Wealth Services June 2010 - August 2010
Burning Tree Country Club May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Marketing, Sports, Financial Analysis, Customer Service, Management, Analysis, Real Estate
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics, Graduated
Winston Churchill High School 2006 — 2010
Northwestern University Medill School of Journalism
Journalism
HFF May 2014 - Present
Jones Lang LaSalle June 2013 - August 2013
UBS Wealth Management May 2012 - August 2012
Pitcairn June 2011 - August 2011
Glassman Wealth Services June 2010 - August 2010
Burning Tree Country Club May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Marketing, Sports, Financial Analysis, Customer Service, Management, Analysis, Real Estate
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics, Graduated
Winston Churchill High School 2006 — 2010
Northwestern University Medill School of Journalism
Journalism
Jennifer Laucella Jennifer Laucella's Pitcairn Experience August 2014 - Present
Job Business Development Coordinator at Pitcairn
Industry Financial Services
Experience
Pitcairn August 2014 - Present
Lithe Method March 2014 - Present
MM2 Modern Dance Company December 2011 - October 2014
CFG Asset Management October 2012 - August 2014
SolomonEdwardsGroup July 2012 - September 2012
Skills
Choreography, Event Planning, Marketing, Dance, Customer Service, Event Management, Microsoft Excel, Microsoft Word, PowerPoint, Social Media Marketing, Email Marketing, Marketing Strategy, Newsletters, Dance Education, Public Relations, Marketing Communications, Editing, Strategic Planning, Illustrator
Education
University of Hartford 2007 — 2011
Bachelor of Fine Arts (B.F.A.), Dance Performance
Pitcairn August 2014 - Present
Lithe Method March 2014 - Present
MM2 Modern Dance Company December 2011 - October 2014
CFG Asset Management October 2012 - August 2014
SolomonEdwardsGroup July 2012 - September 2012
Skills
Choreography, Event Planning, Marketing, Dance, Customer Service, Event Management, Microsoft Excel, Microsoft Word, PowerPoint, Social Media Marketing, Email Marketing, Marketing Strategy, Newsletters, Dance Education, Public Relations, Marketing Communications, Editing, Strategic Planning, Illustrator
Education
University of Hartford 2007 — 2011
Bachelor of Fine Arts (B.F.A.), Dance Performance
Elizabeth Bohrer Elizabeth Bohrer's Pitcairn Experience June 2005 - June 2006
Job Senior Accountant
Industry Accounting
Experience
TD Bank (Contractor) October 2014 - July 2015
Citi June 2011 - August 2014
Afilias 2007 - 2011
GMAC Bank (Contractor) June 2006 - January 2007
Pitcairn June 2005 - June 2006
BISYS Retirement Services February 2004 - May 2005
DMJM Harris August 1999 - August 2003
MBNA Bank N.A. August 1997 - January 1999
Skills
Banking, Credit, Loans, Investment Banking, Risk Management, Credit Analysis, Credit Risk, Financial Risk, Commercial Lending, Treasury, Accounts Receivable, Financial Analysis, Payments, Vendor Management, Process Improvement, Financial Services, Financial Modeling, Analysis, Management, Strategic Planning, Access, Project Management, Strategy, Accounts Payable, Data Analysis, Deadline Oriented, ERP, General Ledger, Microsoft Excel, Finance, Budgets, Financial Reporting, Auditing, Leadership, Account Reconciliation, Variance Analysis, Invoicing, Journal Entries, Accruals, Business Analysis, Forecasting, Cash Management, Accounting, Financial Statements, Credit Cards, Microsoft Office, Bank Reconciliation
Education
Penn State University 1991 — 1997
Bachelor of Science (BS), Accounting
TD Bank (Contractor) October 2014 - July 2015
Citi June 2011 - August 2014
Afilias 2007 - 2011
GMAC Bank (Contractor) June 2006 - January 2007
Pitcairn June 2005 - June 2006
BISYS Retirement Services February 2004 - May 2005
DMJM Harris August 1999 - August 2003
MBNA Bank N.A. August 1997 - January 1999
Skills
Banking, Credit, Loans, Investment Banking, Risk Management, Credit Analysis, Credit Risk, Financial Risk, Commercial Lending, Treasury, Accounts Receivable, Financial Analysis, Payments, Vendor Management, Process Improvement, Financial Services, Financial Modeling, Analysis, Management, Strategic Planning, Access, Project Management, Strategy, Accounts Payable, Data Analysis, Deadline Oriented, ERP, General Ledger, Microsoft Excel, Finance, Budgets, Financial Reporting, Auditing, Leadership, Account Reconciliation, Variance Analysis, Invoicing, Journal Entries, Accruals, Business Analysis, Forecasting, Cash Management, Accounting, Financial Statements, Credit Cards, Microsoft Office, Bank Reconciliation
Education
Penn State University 1991 — 1997
Bachelor of Science (BS), Accounting
Averill Jarvis Averill Jarvis's Pitcairn Experience AssociateBallard Spahr LLPOctober 1982 - October 1985
Job Managing Director, Client Services at Pitcairn
Industry Financial Services
Experience
Pitcairn AssociateBallard Spahr LLPOctober 1982 - October 1985
Education
Temple University - James E. Beasley School of Law 1979 — 1982
Juris Doctor, Law
Tufts University 1968 — 1972
Bachelor of Science (B.S.), Psychology
Pitcairn AssociateBallard Spahr LLPOctober 1982 - October 1985
Education
Temple University - James E. Beasley School of Law 1979 — 1982
Juris Doctor, Law
Tufts University 1968 — 1972
Bachelor of Science (B.S.), Psychology
George F. Smith, CFP® George F. Smith, CFP®'s Pitcairn Experience January 2013 - Present
Job Personal Financial Manager
Industry Financial Services
Experience
Pitcairn January 2013 - Present
Pitcairn December 2007 - January 2013
Aon Risk Solutions June 2005 - December 2007
The Graham Company June 1999 - May 2005
PNC August 1997 - May 1999
PNC June 1995 - August 1997
Skills
Wealth Management
Education
Drexel University - College of Business and Administration 1990 — 1995
Bachelor's degree, Accounting and Finance
Father Judge High School 1986 — 1990
Pitcairn January 2013 - Present
Pitcairn December 2007 - January 2013
Aon Risk Solutions June 2005 - December 2007
The Graham Company June 1999 - May 2005
PNC August 1997 - May 1999
PNC June 1995 - August 1997
Skills
Wealth Management
Education
Drexel University - College of Business and Administration 1990 — 1995
Bachelor's degree, Accounting and Finance
Father Judge High School 1986 — 1990
Edwardo Leon Edwardo Leon's Pitcairn Experience August 2008 - Present
Job Budget Analyst at Pitcairn
Industry Financial Services
Experience
Pitcairn August 2008 - Present
Pitcairn October 2006 - August 2008
Skills
Microsoft Office, Business Process..., Accounting Applications, Financial Accounting, Data Analysis, Financial Forecasting, Problem Solving
Education
Drexel University - College of Business and Administration 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Pitcairn August 2008 - Present
Pitcairn October 2006 - August 2008
Skills
Microsoft Office, Business Process..., Accounting Applications, Financial Accounting, Data Analysis, Financial Forecasting, Problem Solving
Education
Drexel University - College of Business and Administration 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Cheryl DiPadova Cheryl DiPadova's Pitcairn Experience August 1999 - October 2000
Job Account Manager at Fiserv Output Solutions Electronic Document Delivery
Industry Online Media
Experience
Fiserv Output Solutions March 2003 - Present
SEI October 2000 - March 2003
Pitcairn August 1999 - October 2000
Mellon Financial January 1994 - August 1999
Skills
Process Improvement, Team Building, Vendor Management, Business Analysis, Salesforce.com, Strategic Planning, Account Management, Banking, New Business Development, Cross-functional Team..., CRM, Customer Satisfaction, Solution Selling, Product Management, Lead Generation
Education
Philadelphia University 1990 — 1994
Accounting
Fiserv Output Solutions March 2003 - Present
SEI October 2000 - March 2003
Pitcairn August 1999 - October 2000
Mellon Financial January 1994 - August 1999
Skills
Process Improvement, Team Building, Vendor Management, Business Analysis, Salesforce.com, Strategic Planning, Account Management, Banking, New Business Development, Cross-functional Team..., CRM, Customer Satisfaction, Solution Selling, Product Management, Lead Generation
Education
Philadelphia University 1990 — 1994
Accounting
Lisa Henschen Lisa Henschen's Pitcairn Experience October 2013 - April 2014
Job National penn bank
Industry Banking
Experience
Pitcairn October 2013 - April 2014
Aerzen USA August 2013 - August 2013
PNC Bank June 2007 - April 2013
JPMorgan Chase July 2000 - June 2006
KMC Telecom August 1998 - July 2000
Ohio National Guard January 1985 - January 1991
US Army January 1982 - January 1985
Skills
MS Office Suite, SEI, Mas 90, Quicken, General Ledger, Account Reconciliation, Accounting, Tax, Payroll Processing, PeopleSoft, Spreadsheets, Excel, Lotus Notes, Access, Outlook, Word, PowerPoint, Microsoft Excel, Payroll, Healthcare Management, Time Management, Customer Service, Management, Team Building, Human Resources, Microsoft Office, Microsoft Word
Education
natonal pharmaceutical sales representation certification 2013 — 2013
certification, Pharmaceutical Sciences, 3.25
Ashford University 2009 — 2011
Masters, Healthcare Administration
University of Findlay 1992 — 1995
Bachelors Degree, Business Administration
Stautzenberger College 1985 — 1987
associates, business administration/ travel and tourism
Stautzenberger College 1985 — 1987
dual Associates Degrees, Travel and TourismAnd Business Administration
Pitcairn October 2013 - April 2014
Aerzen USA August 2013 - August 2013
PNC Bank June 2007 - April 2013
JPMorgan Chase July 2000 - June 2006
KMC Telecom August 1998 - July 2000
Ohio National Guard January 1985 - January 1991
US Army January 1982 - January 1985
Skills
MS Office Suite, SEI, Mas 90, Quicken, General Ledger, Account Reconciliation, Accounting, Tax, Payroll Processing, PeopleSoft, Spreadsheets, Excel, Lotus Notes, Access, Outlook, Word, PowerPoint, Microsoft Excel, Payroll, Healthcare Management, Time Management, Customer Service, Management, Team Building, Human Resources, Microsoft Office, Microsoft Word
Education
natonal pharmaceutical sales representation certification 2013 — 2013
certification, Pharmaceutical Sciences, 3.25
Ashford University 2009 — 2011
Masters, Healthcare Administration
University of Findlay 1992 — 1995
Bachelors Degree, Business Administration
Stautzenberger College 1985 — 1987
associates, business administration/ travel and tourism
Stautzenberger College 1985 — 1987
dual Associates Degrees, Travel and TourismAnd Business Administration
Valerie Knecht, MBA Valerie Knecht, MBA's Pitcairn Experience December 2007 - February 2013
Job Processing Specialist at Pitcairn
Industry Financial Services
Experience
Pitcairn December 2007 - February 2013
GN Diamond July 2006 - October 2007
Dan D Construction, LLC January 2005 - July 2006
Skills
Microsoft Office, Adobe, QuickBooks, Axys, Sunguard, Photoshop, Goal Oriented, Client Focus, Customer Service, Event Planning, Accounts Receivable, Accounts Payable, Client Service Oriented, Leadership
Education
Holy Family University 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Holy Family University 2001 — 2005
Bachelor's degree, Design and Visual Communications, General
Archbishop Ryan High School
Pitcairn December 2007 - February 2013
GN Diamond July 2006 - October 2007
Dan D Construction, LLC January 2005 - July 2006
Skills
Microsoft Office, Adobe, QuickBooks, Axys, Sunguard, Photoshop, Goal Oriented, Client Focus, Customer Service, Event Planning, Accounts Receivable, Accounts Payable, Client Service Oriented, Leadership
Education
Holy Family University 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Holy Family University 2001 — 2005
Bachelor's degree, Design and Visual Communications, General
Archbishop Ryan High School
Samuel P. Varano, CFP® Samuel P. Varano, CFP®'s Pitcairn Experience April 2014 - Present
Job Pitcairn | Personal Financial Manager | Wealth Managment Services| CERTIFIED FINANCIAL PLANNER™ | MultiFamily Office
Industry Investment Management
Experience
Pitcairn April 2014 - Present
United Capital Financial Advisers, LLC September 2013 - April 2014
Mercer Advisors February 2012 - March 2013
WebsterRogers Financial Advisors, LLC March 2010 - November 2011
360 Financial Partners 2009 - 2010
Hirtle, Callaghan & Co. July 2006 - September 2009
Vanguard January 2004 - July 2005
Skills
Certified Financial..., Portfolio Management, Wealth Management, Institutional Investors, Investment Advisory, Financial Planning, Monte Carlo Simulation, Retirement Planning, 401k Rollovers, Retirement Plan..., Retirement Income..., Asset Management, Global Asset Allocation, Asset Allocation, Private Wealth..., Comprehensive Wealth..., Investments, Asset Managment, Retirement, Strategic Financial..., Wealth Management..., Investment Management, Investment Strategies, Institutional..., Alternative Investments, Finance, High Net Worth..., Financial Advisory, Relationship Management, Mutual Funds, Financial Markets, 401k, ETFs, Fixed Income, Financial Services, Series 65, Wealth, Family Office, Financial Planners, Pensions, Bonds, Personal Financial..., Fund Of Funds, IRAs, Pension Funds, Life Insurance, Separately Managed..., CRM, Options, Trusts
Education
Indiana University of Pennsylvania 1999 — 2004
B.S., Finance
The American College 2005 — 2007
Bryn Mawr, PA, CFP® Certification Education
Pitcairn April 2014 - Present
United Capital Financial Advisers, LLC September 2013 - April 2014
Mercer Advisors February 2012 - March 2013
WebsterRogers Financial Advisors, LLC March 2010 - November 2011
360 Financial Partners 2009 - 2010
Hirtle, Callaghan & Co. July 2006 - September 2009
Vanguard January 2004 - July 2005
Skills
Certified Financial..., Portfolio Management, Wealth Management, Institutional Investors, Investment Advisory, Financial Planning, Monte Carlo Simulation, Retirement Planning, 401k Rollovers, Retirement Plan..., Retirement Income..., Asset Management, Global Asset Allocation, Asset Allocation, Private Wealth..., Comprehensive Wealth..., Investments, Asset Managment, Retirement, Strategic Financial..., Wealth Management..., Investment Management, Investment Strategies, Institutional..., Alternative Investments, Finance, High Net Worth..., Financial Advisory, Relationship Management, Mutual Funds, Financial Markets, 401k, ETFs, Fixed Income, Financial Services, Series 65, Wealth, Family Office, Financial Planners, Pensions, Bonds, Personal Financial..., Fund Of Funds, IRAs, Pension Funds, Life Insurance, Separately Managed..., CRM, Options, Trusts
Education
Indiana University of Pennsylvania 1999 — 2004
B.S., Finance
The American College 2005 — 2007
Bryn Mawr, PA, CFP® Certification Education
Barbara Chamberlain's Pitcairn Experience 2000 - 2005
Job Lead EMS Administrator
Industry Utilities
Experience
Seminole Electric Cooperative June 2009 - Present
TECO Energy March 2008 - June 2009
InTouch Legal Your Partner In Law Office Technology & Management 2007 - 2008
AT&T 2006 - 2008
COMSYS 2005 - 2006
Pitcairn 2000 - 2005
Bala Consulting Engineers 1991 - 1999
Saint Joseph's University 1987 - 1991
Skills
Data Center, Information Security, Network Administration, NER CIP, Network Security, Security, Windows Server, Management, Firewalls, Information Technology, System Administration, CISSP, Disaster Recovery, Networking, VMware
Education
Arcadia University
No, Comp Sci
Delaware County Community College
Bus Admin - Networking
La Salle University
No, Information Technology
Saint Joseph's University
No, Psychology
Seminole Electric Cooperative June 2009 - Present
TECO Energy March 2008 - June 2009
InTouch Legal Your Partner In Law Office Technology & Management 2007 - 2008
AT&T 2006 - 2008
COMSYS 2005 - 2006
Pitcairn 2000 - 2005
Bala Consulting Engineers 1991 - 1999
Saint Joseph's University 1987 - 1991
Skills
Data Center, Information Security, Network Administration, NER CIP, Network Security, Security, Windows Server, Management, Firewalls, Information Technology, System Administration, CISSP, Disaster Recovery, Networking, VMware
Education
Arcadia University
No, Comp Sci
Delaware County Community College
Bus Admin - Networking
La Salle University
No, Information Technology
Saint Joseph's University
No, Psychology
Walter Rolle, PMP's Pitcairn Experience September 2001 - April 2005
Job Highly experienced and diverse technical consultant that delivers complex IT roadmaps to generate rapid business value.
Industry Information Technology and Services
Experience
RDA Corporation November 2011 - Present
LiquidHub March 2011 - November 2011
SMART Business Advisory and Consulting April 2005 - March 2011
Pitcairn September 2001 - April 2005
IT Consultant Freelance September 2001 - September 2001
Tweeter September 2000 - September 2001
Skills
Business Intelligence, Microsoft SQL Server, Oracle, .NET, Enterprise Architecture, SSIS, SSRS, SQL Server, Analysis Services, CRM, Salesforce.com, NetSuite, Siebel, Sitecore, Project Delivery, Software Project..., Database Design, Agile Project Management, SQL, MS Project, Information Systems..., Information Architecture, Application Architecture, Software Integration, Solution Architecture, Web Development, Web Design, ETL, Web Services, WCF, C#, VB.NET, JavaScript, OBIEE, Java, SharePoint, ASP.NET, ASP.NET MVC, Management Consulting, Data Migration, Microstrategy, Performance Tuning, Microsoft CRM, RFP preparation, Windows Server, Active Directory, TFS, MarkLogic, NoSQL
Education
Drexel University 1999 — 2004
BS Information Science and Technology, Information Science and Technology
High School of Engineering and Science 1996 — 1999
RDA Corporation November 2011 - Present
LiquidHub March 2011 - November 2011
SMART Business Advisory and Consulting April 2005 - March 2011
Pitcairn September 2001 - April 2005
IT Consultant Freelance September 2001 - September 2001
Tweeter September 2000 - September 2001
Skills
Business Intelligence, Microsoft SQL Server, Oracle, .NET, Enterprise Architecture, SSIS, SSRS, SQL Server, Analysis Services, CRM, Salesforce.com, NetSuite, Siebel, Sitecore, Project Delivery, Software Project..., Database Design, Agile Project Management, SQL, MS Project, Information Systems..., Information Architecture, Application Architecture, Software Integration, Solution Architecture, Web Development, Web Design, ETL, Web Services, WCF, C#, VB.NET, JavaScript, OBIEE, Java, SharePoint, ASP.NET, ASP.NET MVC, Management Consulting, Data Migration, Microstrategy, Performance Tuning, Microsoft CRM, RFP preparation, Windows Server, Active Directory, TFS, MarkLogic, NoSQL
Education
Drexel University 1999 — 2004
BS Information Science and Technology, Information Science and Technology
High School of Engineering and Science 1996 — 1999
Catherine Rooney's Pitcairn Experience February 1994 - November 2005
Job
Industry Higher Education
Experience
Drexel University September 2009 - Present
Colonial School District August 2008 - August 2009
Pitcairn February 1994 - November 2005
Merus Capital Management 1988 - 1993
Wilmington Trust Company 1983 - 1988
Skills
Word, PowerPoint, Excel, Hyperion, Career Development, Resume Writing, Public Speaking, Higher Education, Teaching, Curriculum Development, Research, Financial Modeling, Strategic Planning, Financial Analysis, Equity Research, Portfolio Management
Education
Arcadia University 2006 — 2008
MEd, Secondary Education
Temple University 1978 — 1980
MBA, Finance
Temple University 1976 — 1978
BBA, Marketing
Drexel University September 2009 - Present
Colonial School District August 2008 - August 2009
Pitcairn February 1994 - November 2005
Merus Capital Management 1988 - 1993
Wilmington Trust Company 1983 - 1988
Skills
Word, PowerPoint, Excel, Hyperion, Career Development, Resume Writing, Public Speaking, Higher Education, Teaching, Curriculum Development, Research, Financial Modeling, Strategic Planning, Financial Analysis, Equity Research, Portfolio Management
Education
Arcadia University 2006 — 2008
MEd, Secondary Education
Temple University 1978 — 1980
MBA, Finance
Temple University 1976 — 1978
BBA, Marketing
Rebecca Meyer's Pitcairn Experience 2006 - Present
Job Managing Director, Client Strategy at Pitcairn
Industry Financial Services
Experience
Pitcairn 2006 - Present
Skills
Alternative Investments, Hedge Funds, Asset Management, Mergers & Acquisitions, Wealth Management, Asset Allocation, Venture Capital, Entrepreneurship, Investments, Finance, Portfolio Management, Private Equity, Investment Banking, Corporate Development
Education
University of Maryland College Park 1984 — 1986
Master of Business Administration (MBA), Economics and Statistics
University of Pennsylvania
Bachelor of Arts (B.A.), Economics
Pitcairn 2006 - Present
Skills
Alternative Investments, Hedge Funds, Asset Management, Mergers & Acquisitions, Wealth Management, Asset Allocation, Venture Capital, Entrepreneurship, Investments, Finance, Portfolio Management, Private Equity, Investment Banking, Corporate Development
Education
University of Maryland College Park 1984 — 1986
Master of Business Administration (MBA), Economics and Statistics
University of Pennsylvania
Bachelor of Arts (B.A.), Economics
Diane Collins's Pitcairn Experience 1987 - 1990
Job Associate Executive Director at E. Rhodes and Leona B. Carpenter Foundation
Industry Nonprofit Organization Management
Experience
E. Rhodes and Leona B. Carpenter Foundation January 2014 - Present
Integra LifeSciences January 2014 - Present
Integra LifeSciences Corporation March 2012 - January 2014
Integra LifeSciences Corporation March 2010 - May 2012
Integra LifeSciences Corporation April 1999 - March 2010
Pitcairn 1987 - 1990
Dechert LLP January 1986 - 1987
Pillsbury Winthrop 1982 - 1985
Skills
Corporate Governance, Corporate Development, Securities Regulation, Intellectual Property, Licensing, Equities, Commercial Litigation, Corporate Law, Mergers & Acquisitions, Litigation, Acquisitions, Due Diligence, Legal Research, Legal Writing, Litigation Management, Patents, Public Speaking, Strategic Planning
Education
Georgetown University Law Center 1979 — 1982
JD, Law, Cum Laude
Yale University 1977 — 1979
MA, History, Magna Cum Laude
Yale University 1973 — 1977
BA, History
E. Rhodes and Leona B. Carpenter Foundation January 2014 - Present
Integra LifeSciences January 2014 - Present
Integra LifeSciences Corporation March 2012 - January 2014
Integra LifeSciences Corporation March 2010 - May 2012
Integra LifeSciences Corporation April 1999 - March 2010
Pitcairn 1987 - 1990
Dechert LLP January 1986 - 1987
Pillsbury Winthrop 1982 - 1985
Skills
Corporate Governance, Corporate Development, Securities Regulation, Intellectual Property, Licensing, Equities, Commercial Litigation, Corporate Law, Mergers & Acquisitions, Litigation, Acquisitions, Due Diligence, Legal Research, Legal Writing, Litigation Management, Patents, Public Speaking, Strategic Planning
Education
Georgetown University Law Center 1979 — 1982
JD, Law, Cum Laude
Yale University 1977 — 1979
MA, History, Magna Cum Laude
Yale University 1973 — 1977
BA, History
Jay Fiandra's Pitcairn Experience 2000 - October 2013
Job Joseph J Fiandra Attorney at Law
Industry Law Practice
Experience
Fiduciary Tax Consultants January 2015 - Present
Joseph J. Fiandra, Attorney at Law October 1997 - Present
Pitcairn 2000 - October 2013
First Union National Bank August 1997 - January 2000
Skills
Fiduciary, Estate Planning, Tax, Trusts, Estate Administration, Investment Advisory, Estate Tax Planning, Accounting, Wills, Income Tax, Wealth Management, Due Diligence, Tax Preparation
Education
University of Dayton School of Law 1990 — 1993
JD, Law
Haverford College 1986 — 1990
Political Science
Holy Ghost Prep 1982 — 1986
Fiduciary Tax Consultants January 2015 - Present
Joseph J. Fiandra, Attorney at Law October 1997 - Present
Pitcairn 2000 - October 2013
First Union National Bank August 1997 - January 2000
Skills
Fiduciary, Estate Planning, Tax, Trusts, Estate Administration, Investment Advisory, Estate Tax Planning, Accounting, Wills, Income Tax, Wealth Management, Due Diligence, Tax Preparation
Education
University of Dayton School of Law 1990 — 1993
JD, Law
Haverford College 1986 — 1990
Political Science
Holy Ghost Prep 1982 — 1986
Joseph Cerniglia's Pitcairn Experience 1997 - 2000
Job Director at BlackRock, Inc.
Industry Financial Services
Experience
BlackRock April 2011 - Present
Courant Institute of Mathematics, NYU December 2010 - Present
Aberdeen Asset Management October 2007 - December 2010
Gartmore Global Investments 2000 - 2007
Pitcairn 1997 - 2000
Skills
Bloomberg, Quantitative Finance, Equities, Portfolio Management, Hedge Funds, Trading, Fixed Income, Derivatives, Asset Management, Alternative Investments
Education
New York University
MS, Mathematics of Finance
BlackRock April 2011 - Present
Courant Institute of Mathematics, NYU December 2010 - Present
Aberdeen Asset Management October 2007 - December 2010
Gartmore Global Investments 2000 - 2007
Pitcairn 1997 - 2000
Skills
Bloomberg, Quantitative Finance, Equities, Portfolio Management, Hedge Funds, Trading, Fixed Income, Derivatives, Asset Management, Alternative Investments
Education
New York University
MS, Mathematics of Finance
Eric Gaul, CFA, CFP®, CPA's Pitcairn Experience May 2015 - Present
Job Chief Financial Officer at Pitcairn
Industry Financial Services
Experience
Pitcairn May 2015 - Present
Pitcairn April 2011 - April 2015
Pitcairn June 2008 - March 2011
Pitcairn May 2002 - June 2008
Arthur Andersen 1999 - 2002
Skills
Wealth Management, Family Office, Asset Allocation, High Net Worth..., Wealth Management..., Alternative Investments, Investment Advisory, Asset Managment, Investments, Investment Strategies, Strategic Financial..., Portfolio Management, Wealth, Estate Planning, Financial Planning, Retirement Planning, Finance
Education
University of Delaware 1995 — 1999
BS, Accounting
Pitcairn May 2015 - Present
Pitcairn April 2011 - April 2015
Pitcairn June 2008 - March 2011
Pitcairn May 2002 - June 2008
Arthur Andersen 1999 - 2002
Skills
Wealth Management, Family Office, Asset Allocation, High Net Worth..., Wealth Management..., Alternative Investments, Investment Advisory, Asset Managment, Investments, Investment Strategies, Strategic Financial..., Portfolio Management, Wealth, Estate Planning, Financial Planning, Retirement Planning, Finance
Education
University of Delaware 1995 — 1999
BS, Accounting
Abigail Kittredge's Pitcairn Experience 2008 - 2010
Job Client Services Administrator at Pitcairn
Industry Financial Services
Experience
Valley Forge Casino Resort March 2012 - Present
Pitcairn 2008 - 2010
Robert Half International 2007 - 2007
JW Pepper 2004 - 2006
Education
Indiana University of Pennsylvania
Spring-Ford Senior High School
Valley Forge Casino Resort March 2012 - Present
Pitcairn 2008 - 2010
Robert Half International 2007 - 2007
JW Pepper 2004 - 2006
Education
Indiana University of Pennsylvania
Spring-Ford Senior High School
R.J. Smolenski, CIMA®'s Pitcairn Experience October 2000 - Present
Job Director of Research
Industry Financial Services
Experience
Pitcairn October 2000 - Present
Skills
Alternative Investments, Asset Management, Investment Strategies, Equities, Hedge Funds, Asset Allocation, Portfolio Management, Wealth Management, Investment Advisory, Investments, Mutual Funds, Investment Management, Private Equity
Education
James Madison University 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Pitcairn October 2000 - Present
Skills
Alternative Investments, Asset Management, Investment Strategies, Equities, Hedge Funds, Asset Allocation, Portfolio Management, Wealth Management, Investment Advisory, Investments, Mutual Funds, Investment Management, Private Equity
Education
James Madison University 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
James Picanza's Pitcairn Experience 1972 - 1989
Job Independent Financial Services Professional
Industry Financial Services
Experience
-- PartnerPicanza Scout & Zaiss1989 - 2002
Pitcairn 1972 - 1989
Price Waterhouse 1967 - 1972
Education
St. Francis University 1958 — 1960
Penn State University 1951 — 1953
Electrical and Electronics Engineering
-- PartnerPicanza Scout & Zaiss1989 - 2002
Pitcairn 1972 - 1989
Price Waterhouse 1967 - 1972
Education
St. Francis University 1958 — 1960
Penn State University 1951 — 1953
Electrical and Electronics Engineering
Christopher J. Jud, CPA's Pitcairn Experience January 2012 - Present
Job Tax Specialist at Pitcairn
Industry Accounting
Experience
Pitcairn January 2012 - Present
Northern Children's Services January 2009 - Present
Tabor Northern Community Partners (TNCP) April 2014 - Present
PICPA February 2013 - Present
Manor College January 2012 - Present
EisnerAmper Wealth Management & Corporate Benefits January 2011 - December 2011
EisnerAmper LLP November 2007 - December 2011
PricewaterhouseCoopers August 2006 - November 2007
Financial Research Associates June 2005 - February 2006
Skills
Tax, Tax Compliance, Tax Planning, Income Tax, Tax Preparation, Financial Services, Wealth Management, Trusts, Non-Profit..., Series 7, Series 66, Quickbooks, AddVantage, ProSystem fx Engagement, QuickBooks, Microsoft Office, OS X, iPhone, iPad, Tax Returns, Financial Analysis, Mutual Funds, High Net Worth..., GAAP, Accounting, ProSystem fx Tax, Investments, Uniform Combined State..., Tax Advisory, Finance, CPA, Hedge Funds, Financial Planners, Corporate Tax, Financial Advisory, Strategic Financial..., Financial Planning
Education
Villanova University School of Law 2011 — 2016
Master's Degree, Taxation
La Salle University - School of Business Administration
B.S.B.A., Dual Major in Accounting and Finance
La Salle University
B.S.B.A., Dual Major in Accounting and Finance
Manor College
A.S., Business Adminisration
Father Judge High School
H.S. Diploma
Pitcairn January 2012 - Present
Northern Children's Services January 2009 - Present
Tabor Northern Community Partners (TNCP) April 2014 - Present
PICPA February 2013 - Present
Manor College January 2012 - Present
EisnerAmper Wealth Management & Corporate Benefits January 2011 - December 2011
EisnerAmper LLP November 2007 - December 2011
PricewaterhouseCoopers August 2006 - November 2007
Financial Research Associates June 2005 - February 2006
Skills
Tax, Tax Compliance, Tax Planning, Income Tax, Tax Preparation, Financial Services, Wealth Management, Trusts, Non-Profit..., Series 7, Series 66, Quickbooks, AddVantage, ProSystem fx Engagement, QuickBooks, Microsoft Office, OS X, iPhone, iPad, Tax Returns, Financial Analysis, Mutual Funds, High Net Worth..., GAAP, Accounting, ProSystem fx Tax, Investments, Uniform Combined State..., Tax Advisory, Finance, CPA, Hedge Funds, Financial Planners, Corporate Tax, Financial Advisory, Strategic Financial..., Financial Planning
Education
Villanova University School of Law 2011 — 2016
Master's Degree, Taxation
La Salle University - School of Business Administration
B.S.B.A., Dual Major in Accounting and Finance
La Salle University
B.S.B.A., Dual Major in Accounting and Finance
Manor College
A.S., Business Adminisration
Father Judge High School
H.S. Diploma
Andrew Busser's Pitcairn Experience April 2015 - Present
Job Managing Director at Pitcairn
Industry Financial Services
Experience
Pitcairn April 2015 - Present
Symphony Capital January 2002 - April 2015
Wilkerson Partners June 2000 - January 2002
The Wilkerson Group 1997 - 2000
DuPont Pharmaceuticals 1993 - 1997
Skills
Venture Capital, Mergers, Private Equity, Valuation, Due Diligence, Corporate Development, Start-ups, Financial Modeling, Investment Banking, Investments, Biotechnology, Lifesciences, Management Consulting
Education
Colgate University 1987 — 1991
A.B., history
Columbus Academy 1979 — 1987
Pitcairn April 2015 - Present
Symphony Capital January 2002 - April 2015
Wilkerson Partners June 2000 - January 2002
The Wilkerson Group 1997 - 2000
DuPont Pharmaceuticals 1993 - 1997
Skills
Venture Capital, Mergers, Private Equity, Valuation, Due Diligence, Corporate Development, Start-ups, Financial Modeling, Investment Banking, Investments, Biotechnology, Lifesciences, Management Consulting
Education
Colgate University 1987 — 1991
A.B., history
Columbus Academy 1979 — 1987
William Copestick's Pitcairn Experience September 1998 - November 1999
Job Tax Analyst at Wind River Holdings, L.P.
Industry Accounting
Experience
Wind River Holdings, L.P. June 2008 - Present
Hawthorn, A PNC Company November 1999 - May 2008
Pitcairn September 1998 - November 1999
PNC May 1981 - May 1998
Skills
IRS Enrolled Agent, Estate Planning, Wealth Management, Customer Service, Accounting, Income Tax, Corporate Tax, Tax Preparation, Tax Law, Tax Accounting, Microsoft Excel, Microsoft Word
Education
Philadelphia University 1977 — 1981
Bachelor's degree, Accounting
Roman Catholic High School 1973 — 1977
Academic, High School/Secondary Diplomas and Certificates
Wind River Holdings, L.P. June 2008 - Present
Hawthorn, A PNC Company November 1999 - May 2008
Pitcairn September 1998 - November 1999
PNC May 1981 - May 1998
Skills
IRS Enrolled Agent, Estate Planning, Wealth Management, Customer Service, Accounting, Income Tax, Corporate Tax, Tax Preparation, Tax Law, Tax Accounting, Microsoft Excel, Microsoft Word
Education
Philadelphia University 1977 — 1981
Bachelor's degree, Accounting
Roman Catholic High School 1973 — 1977
Academic, High School/Secondary Diplomas and Certificates
Rebecca Meyer's Pitcairn Experience April 2006 - Present
Job Managing Director at Pitcairn
Industry Financial Services
Experience
Pitcairn April 2006 - Present
Skills
Alternative Investments, Wealth Management
Education
University of Maryland College Park 1984 — 1985
MBA
University of Pennsylvania 1981 — 1983
BA, Economics
Pitcairn April 2006 - Present
Skills
Alternative Investments, Wealth Management
Education
University of Maryland College Park 1984 — 1985
MBA
University of Pennsylvania 1981 — 1983
BA, Economics
Eric Kazatsky's Pitcairn Experience 2001 - 2002
Job Senior Municipal Credit Analyst at SEI Investments
Industry Investment Management
Experience
SEI Investments March 2011 - Present
School District of Philadelphia October 2009 - February 2011
PNC September 2005 - October 2009
RLI 2003 - 2005
Pitcairn 2001 - 2002
Pitcairn 2001 - 2002
Skills
Fixed Income, Bonds, Series 63, Asset Management, Securities, Public Finance, Project Finance, Credit Risk, Financial Risk, Municipal Bonds, Municipalities, Financial Statement..., Local Government, State Government, Bloomberg, Finance, Derivatives, Analysis, Portfolio Management, Financial Analysis, Capital Markets, Investment Banking, Investments, Financial Modeling, Trading, Credit Analysis, Series 7, Credit
Education
Temple University - Fox School of Business and Management 2014 — 2016
Master of Science (MS)
Saint Joseph's University 2001 — 2005
Master of Business Administration (M.B.A.)
University of Pittsburgh 1996 — 2000
Bachelor of Arts (B.A.)
Bensalem High School 1992 — 1996
SEI Investments March 2011 - Present
School District of Philadelphia October 2009 - February 2011
PNC September 2005 - October 2009
RLI 2003 - 2005
Pitcairn 2001 - 2002
Pitcairn 2001 - 2002
Skills
Fixed Income, Bonds, Series 63, Asset Management, Securities, Public Finance, Project Finance, Credit Risk, Financial Risk, Municipal Bonds, Municipalities, Financial Statement..., Local Government, State Government, Bloomberg, Finance, Derivatives, Analysis, Portfolio Management, Financial Analysis, Capital Markets, Investment Banking, Investments, Financial Modeling, Trading, Credit Analysis, Series 7, Credit
Education
Temple University - Fox School of Business and Management 2014 — 2016
Master of Science (MS)
Saint Joseph's University 2001 — 2005
Master of Business Administration (M.B.A.)
University of Pittsburgh 1996 — 2000
Bachelor of Arts (B.A.)
Bensalem High School 1992 — 1996
Mark T. Robinson CFP®, CTFA's Pitcairn Experience May 2002 - Present
Job Personal Financial Manager
Industry Financial Services
Experience
Pitcairn May 2002 - Present
Skills
Equities
Education
La Salle University 1998 — 2002
Master of Business Administration (MBA), Finance
Indiana University of Pennsylvania 1990 — 1994
Finance
Pitcairn May 2002 - Present
Skills
Equities
Education
La Salle University 1998 — 2002
Master of Business Administration (MBA), Finance
Indiana University of Pennsylvania 1990 — 1994
Finance
Alanson Houghton's Pitcairn Experience February 2010 - Present
Job Managing Director Head of New York Office
Industry Investment Management
Experience
Pitcairn February 2010 - Present
Shelterwood Financial Services LLC February 2004 - March 2010
Market Street Trust Company 1994 - 2010
Winter Capital International/Citigroup Private Bank January 1998 - November 2003
Inter-Asia Venture Management June 1990 - December 1996
Education
Denison University 1983 — 1987
BA, Economics
Pitcairn February 2010 - Present
Shelterwood Financial Services LLC February 2004 - March 2010
Market Street Trust Company 1994 - 2010
Winter Capital International/Citigroup Private Bank January 1998 - November 2003
Inter-Asia Venture Management June 1990 - December 1996
Education
Denison University 1983 — 1987
BA, Economics
Casey Moeller's Pitcairn Experience August 2011 - December 2011
Job Operations Manager, Humanistic Robotics, Inc
Industry Accounting
Experience
The Pathway School January 2014 - November 2014
People's Light & Theatre February 2013 - July 2013
Values into Action January 2012 - November 2012
Pitcairn August 2011 - December 2011
Housing Authority of Gloucester County March 2007 - July 2011
GAC-RUR November 2006 - February 2007
Thielensian student newspaper October 2004 - April 2005
Thiel College Food Services Office October 2004 - April 2005
Skills
Accounts Payable, General Ledger, Accounting, Account Reconciliation, QuickBooks, Finance, Microsoft Excel, Microsoft Word, Invoicing, Journal Entries, Variance Analysis, Accruals, Financial Reporting, Financial Analysis, Budgets, Paychex, Employee Benefits, Bank Reconciliation, Payroll Taxes, GAAP, Financial Statements, Payroll Processing, Accounts Receivable, Nonprofits, Fixed Assets, Cash Flow, Petty Cash, A/R collections, Job Costing, Building Relationships, Customer Service, Microsoft Office 2007, Outlook, Microsoft Dynamics
Education
Thiel College 2003 — 2006
B.A., Accounting and Business Administration
The Pathway School January 2014 - November 2014
People's Light & Theatre February 2013 - July 2013
Values into Action January 2012 - November 2012
Pitcairn August 2011 - December 2011
Housing Authority of Gloucester County March 2007 - July 2011
GAC-RUR November 2006 - February 2007
Thielensian student newspaper October 2004 - April 2005
Thiel College Food Services Office October 2004 - April 2005
Skills
Accounts Payable, General Ledger, Accounting, Account Reconciliation, QuickBooks, Finance, Microsoft Excel, Microsoft Word, Invoicing, Journal Entries, Variance Analysis, Accruals, Financial Reporting, Financial Analysis, Budgets, Paychex, Employee Benefits, Bank Reconciliation, Payroll Taxes, GAAP, Financial Statements, Payroll Processing, Accounts Receivable, Nonprofits, Fixed Assets, Cash Flow, Petty Cash, A/R collections, Job Costing, Building Relationships, Customer Service, Microsoft Office 2007, Outlook, Microsoft Dynamics
Education
Thiel College 2003 — 2006
B.A., Accounting and Business Administration
Kim Valentine's Pitcairn Experience September 1996 - July 1997
Job CSR Customer Service Rep. at Susquehanna Bank
Industry Consumer Goods
Experience
Susquehanna Bank April 2012 - Present
The Pampered Chef September 1998 - Present
Pitcairn September 1996 - July 1997
Access Services October 1989 - June 1996
Education
Northwestern College 1985 — 1989
Bacholar of Science, Sociology
Northwestern College 1985 — 1989
Bachelor of Science (B.S.), Sociology
Susquehanna Bank April 2012 - Present
The Pampered Chef September 1998 - Present
Pitcairn September 1996 - July 1997
Access Services October 1989 - June 1996
Education
Northwestern College 1985 — 1989
Bacholar of Science, Sociology
Northwestern College 1985 — 1989
Bachelor of Science (B.S.), Sociology
Ellen Pietrewicz's Pitcairn Experience August 1990 - October 1993
Job Administrative Assistant at Global Waste Industries, Inc.
Industry Retail
Experience
Global Waste Industries, Inc. October 2012 - Present
Shoprite July 2007 - February 2013
Organon February 1994 - September 1996
Pitcairn August 1990 - October 1993
Skills
Inventory Management, Data Entry, Time Management, Telephone Skills, Outlook, Customer Service, Merchandising, Access, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Customer Satisfaction, Visual Merchandising, Administrative...
Education
Warren County Community College 2011 — 2012
Associate In Applied Science, Computer and Information Sciences and Support Services
Seton Hall University 1986 — 1988
Mathematics
Rutgers University-New Brunswick 1984 — 1985
Computer Science
Global Waste Industries, Inc. October 2012 - Present
Shoprite July 2007 - February 2013
Organon February 1994 - September 1996
Pitcairn August 1990 - October 1993
Skills
Inventory Management, Data Entry, Time Management, Telephone Skills, Outlook, Customer Service, Merchandising, Access, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Customer Satisfaction, Visual Merchandising, Administrative...
Education
Warren County Community College 2011 — 2012
Associate In Applied Science, Computer and Information Sciences and Support Services
Seton Hall University 1986 — 1988
Mathematics
Rutgers University-New Brunswick 1984 — 1985
Computer Science
Clark Pitcairn's Pitcairn Experience January 1990 - Present
Job Senior Vice President at Pitcairn
Industry Financial Services
Experience
Pitcairn January 1990 - Present
Skills
Wealth Management, Alternative Investments, Investment Advisory, Family Office, Asset Managment, High Net Worth..., Investment Strategies, Cash Management, Estate Planning, Wealth Management..., Equities, Financial Planners, Financial Analysis, Hedge Funds, Mutual Funds, Due Diligence, Private Equity, Risk Management, Family Business, ETFs, Portfolio Management, Credit, Life Insurance, Investments, Strategic Financial..., Wealth, Insurance, Financial Modeling, Asset Allocation, Asset Management, Loans, Small Business, Valuation, Securities, Non-profit..., Retirement Planning, Finance, Investment Management, Financial Services, Philanthropy, Trusts, Tax, Separately Managed..., Restructuring, Investment Policy, Equity Trading, Non-profit Board..., Wealth Preservation..., Succession Planning, Multi-generational...
Education
Temple University - Fox School of Business and Management 1985 — 1989
BA, Finance & Real Estate
Pitcairn January 1990 - Present
Skills
Wealth Management, Alternative Investments, Investment Advisory, Family Office, Asset Managment, High Net Worth..., Investment Strategies, Cash Management, Estate Planning, Wealth Management..., Equities, Financial Planners, Financial Analysis, Hedge Funds, Mutual Funds, Due Diligence, Private Equity, Risk Management, Family Business, ETFs, Portfolio Management, Credit, Life Insurance, Investments, Strategic Financial..., Wealth, Insurance, Financial Modeling, Asset Allocation, Asset Management, Loans, Small Business, Valuation, Securities, Non-profit..., Retirement Planning, Finance, Investment Management, Financial Services, Philanthropy, Trusts, Tax, Separately Managed..., Restructuring, Investment Policy, Equity Trading, Non-profit Board..., Wealth Preservation..., Succession Planning, Multi-generational...
Education
Temple University - Fox School of Business and Management 1985 — 1989
BA, Finance & Real Estate
Edward DiRugeris's Pitcairn Experience December 2014 - Present
Job Client Rebalancing Associate at Pitcairn
Industry Financial Services
Experience
Pitcairn December 2014 - Present
SEI June 2013 - December 2014
stephano slack June 2012 - August 2012
UBS Wealth Management June 2010 - August 2011
Skills
Research
Education
Philadelphia University 2009 — 2013
Bachelor of Science (B.S.), Finance
Pennsbury High School
Pitcairn December 2014 - Present
SEI June 2013 - December 2014
stephano slack June 2012 - August 2012
UBS Wealth Management June 2010 - August 2011
Skills
Research
Education
Philadelphia University 2009 — 2013
Bachelor of Science (B.S.), Finance
Pennsbury High School
Briene Lermitte's Pitcairn Experience June 2011 - August 2011
Job Producer at Maku
Industry Media Production
Experience
Maku October 2014 - Present
Zealous Pictures February 2014 - Present
Evviva Brands September 2013 - January 2014
Evviva Brands January 2012 - August 2013
Penn State University August 2008 - May 2012
Pitcairn June 2011 - August 2011
Pitcairn June 2010 - August 2010
Bryn Athyn College June 2009 - August 2009
Photospace January 2008 - April 2008
Skills
Photography, Conversational Italian, Verbal and Written..., Marketing Communications, Microsoft Office, PowerPoint, Advertising, Marketing, Public Speaking, Microsoft Word
Education
Penn State University 2008 — 2012
Bachelor of Science, Marketing
IES Abroad Siena, Italy 2011 — 2011
Study Abroad, Italian, International Business
Maku October 2014 - Present
Zealous Pictures February 2014 - Present
Evviva Brands September 2013 - January 2014
Evviva Brands January 2012 - August 2013
Penn State University August 2008 - May 2012
Pitcairn June 2011 - August 2011
Pitcairn June 2010 - August 2010
Bryn Athyn College June 2009 - August 2009
Photospace January 2008 - April 2008
Skills
Photography, Conversational Italian, Verbal and Written..., Marketing Communications, Microsoft Office, PowerPoint, Advertising, Marketing, Public Speaking, Microsoft Word
Education
Penn State University 2008 — 2012
Bachelor of Science, Marketing
IES Abroad Siena, Italy 2011 — 2011
Study Abroad, Italian, International Business
Grant Bartlett, CFA's Pitcairn Experience August 2012 - Present
Job Financial Analyst at Pitcairn
Industry Financial Services
Experience
Pitcairn August 2012 - Present
Edelman Financial Services November 2008 - August 2012
Education
Gettysburg College 2000 — 2004
BA, Economics/Business Management
Pitcairn August 2012 - Present
Edelman Financial Services November 2008 - August 2012
Education
Gettysburg College 2000 — 2004
BA, Economics/Business Management
Jock McCreary's Pitcairn Experience 2010 - Present
Job Mayor at Pitcairn
Industry Financial Services
Experience
Pitcairn 2010 - Present
Pitcairn Police Dept. May 1972 - May 2002
Skills
Allegheny Co. Police..., Strategic Planning, Emergency Management, Public Safety, Evidence, Police, Criminal Investigations, Private Investigations, Enforcement, Criminal Justice, Homeland Security, Firearms, Government, Law Enforcement..., Policy, Crisis Management, Emergency Services, Security Management, Patrol, Protection, Security, Criminal Law, Disaster Response, Surveillance, Internal Investigations, Investigation, Police Training, Interrogation, Firefighting, Executive Protection, Police Administration, Public Administration, Risk Assessment, Taser, Hostage Negotiator, Field Training Officer, Homicide Investigations, NIMS, Undercover, Community Policing, Command, SWAT, Crime Prevention, Physical Security, Counterterrorism, Security Operations, Personal Protection, Background Checks, Tactics, Internal Affairs
Education
IUP post graduate classes 1999 — 2000
Geneva College 1996 — 1998
Human Resourses Mgt.
Gateway High Schol
Pitcairn 2010 - Present
Pitcairn Police Dept. May 1972 - May 2002
Skills
Allegheny Co. Police..., Strategic Planning, Emergency Management, Public Safety, Evidence, Police, Criminal Investigations, Private Investigations, Enforcement, Criminal Justice, Homeland Security, Firearms, Government, Law Enforcement..., Policy, Crisis Management, Emergency Services, Security Management, Patrol, Protection, Security, Criminal Law, Disaster Response, Surveillance, Internal Investigations, Investigation, Police Training, Interrogation, Firefighting, Executive Protection, Police Administration, Public Administration, Risk Assessment, Taser, Hostage Negotiator, Field Training Officer, Homicide Investigations, NIMS, Undercover, Community Policing, Command, SWAT, Crime Prevention, Physical Security, Counterterrorism, Security Operations, Personal Protection, Background Checks, Tactics, Internal Affairs
Education
IUP post graduate classes 1999 — 2000
Geneva College 1996 — 1998
Human Resourses Mgt.
Gateway High Schol
Karen Zolna's Pitcairn Experience January 1986 - Present
Job Sr. Client Service Administrator at Pitcairn
Industry Financial Services
Experience
Pitcairn January 1986 - Present
Skills
Wealth Management, Investments, Asset Management, Mutual Funds, Asset Allocation, Portfolio Management, Alternative Investments, Investment Advisory, Strategic Financial..., Hedge Funds, Equities, Securities, Retirement Planning, Investment Strategies, Estate Planning, Financial Services, Wealth, Bloomberg, Financial Analysis, Investment Banking, Wealth Management..., Risk Management
Education
Arcadia University
Pitcairn January 1986 - Present
Skills
Wealth Management, Investments, Asset Management, Mutual Funds, Asset Allocation, Portfolio Management, Alternative Investments, Investment Advisory, Strategic Financial..., Hedge Funds, Equities, Securities, Retirement Planning, Investment Strategies, Estate Planning, Financial Services, Wealth, Bloomberg, Financial Analysis, Investment Banking, Wealth Management..., Risk Management
Education
Arcadia University
Joseph Muto's Pitcairn Experience March 1998 - April 2001
Job Vice President Information Technology at Independence Capital Partners
Industry Venture Capital & Private Equity
Experience
KTR Capital Partners June 2007 - April 2015
arcplan September 2001 - June 2007
Pitcairn March 1998 - April 2001
Skills
Contract Negotiation, IT Leadership, IT Infrastructure..., Infrastructure..., IT Operations Management, IT Operations, Help Desk Support, Infrastructure, Vendor Management, Disaster Recovery, Business Analysis, Virtualization, Networking
Education
University of Scranton
Bachelor of Arts (B.A.), Communication, General
KTR Capital Partners June 2007 - April 2015
arcplan September 2001 - June 2007
Pitcairn March 1998 - April 2001
Skills
Contract Negotiation, IT Leadership, IT Infrastructure..., Infrastructure..., IT Operations Management, IT Operations, Help Desk Support, Infrastructure, Vendor Management, Disaster Recovery, Business Analysis, Virtualization, Networking
Education
University of Scranton
Bachelor of Arts (B.A.), Communication, General