Pitcairn Financial Group
Industry: Company
DescriptionFounded: 1923 Parent organization: Pitcairn Group L P Subsidiary: Pitcairn Trust CompanyFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportPitcairnWebsiteDirections Saved (0) Saved Save Family counselor in New York City, New York Address: 99 Park Ave #320, New York, NY 10016 Phone: (212) 937-1020: : Category: Website: : Hours: : : Place name: : Website: http://www.pitcairn.com Category: Family Counselor Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Pitcairn Posting publicly on the Web Write a review Reviews Be the first to review
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Pitcairn Financial Group Employees
Employee
Years
Job
Industry
Wm. Christopher Kerr Wm. Christopher Kerr's Pitcairn Financial Group Experience February 1995 - Present
Job COO/CFO MIXONIUM
Industry Venture Capital & Private Equity
Experience
MIXONIUM Group Holdings, Inc. July 2014 - Present
The Humane Society of the United States 2007 - Present
Abele Kerr Investments, LLC January 1997 - Present
Anark Corporation March 1994 - Present
Pitcairn Financial Group February 1995 - Present
Humane Capital, LLC February 2007 - June 2014
Oxus Environmental, LLC August 2006 - July 2013
Humane Society of the US February 2007 - January 2010
SteriLogic Corporation January 1997 - May 2006
Gurney Kerr Contractors March 1987 - June 1994
Education
Babson College 1994 — 1996
BS Management, Maj - Entreprenuership, Min. - Finance, Economics
MIXONIUM Group Holdings, Inc. July 2014 - Present
The Humane Society of the United States 2007 - Present
Abele Kerr Investments, LLC January 1997 - Present
Anark Corporation March 1994 - Present
Pitcairn Financial Group February 1995 - Present
Humane Capital, LLC February 2007 - June 2014
Oxus Environmental, LLC August 2006 - July 2013
Humane Society of the US February 2007 - January 2010
SteriLogic Corporation January 1997 - May 2006
Gurney Kerr Contractors March 1987 - June 1994
Education
Babson College 1994 — 1996
BS Management, Maj - Entreprenuership, Min. - Finance, Economics
Jon Fioravanti Jon Fioravanti's Pitcairn Financial Group Experience February 1999 - January 2008
Job Vice President Portfolio Manager at National Penn Investors Trust
Industry Investment Management
Experience
National Penn Investors Trust Company June 2012 - Present
CFA Society of Philadelphia July 2009 - Present
Warwick Township December 2008 - Present
Self Employed December 2009 - May 2012
Pitcairn Financial Group February 1999 - January 2008
Skills
Portfolio Management, ETFs, Equity Research, Asset Management, Investment Strategies, Asset Allocation, Mutual Funds, Separately Managed..., Equities, Investment Management, Due Diligence, Finance, Investments, Financial Analysis, Strategy, Financial Advisory, Risk Management, Fixed Income
Education
La Salle University
MBA, Finance
Temple University
BBA, Accounting
National Penn Investors Trust Company June 2012 - Present
CFA Society of Philadelphia July 2009 - Present
Warwick Township December 2008 - Present
Self Employed December 2009 - May 2012
Pitcairn Financial Group February 1999 - January 2008
Skills
Portfolio Management, ETFs, Equity Research, Asset Management, Investment Strategies, Asset Allocation, Mutual Funds, Separately Managed..., Equities, Investment Management, Due Diligence, Finance, Investments, Financial Analysis, Strategy, Financial Advisory, Risk Management, Fixed Income
Education
La Salle University
MBA, Finance
Temple University
BBA, Accounting
Sally Kyvernitis Sally Kyvernitis's Pitcairn Financial Group Experience December 2000 - February 2001
Job Professor at Temple University
Industry Information Technology and Services
Experience
Temple University September 2007 - Present
DeVry University June 2004 - June 2007
University of Pennsylvania January 2003 - June 2004
Merck February 2001 - December 2002
Walklett Group February 1998 - December 2002
Pitcairn Financial Group December 2000 - February 2001
DuPont June 2000 - December 2000
Vanguard Investments June 1999 - June 2000
Wawa, Inc. 1998 - 2000
Wawa, Inc. February 1998 - June 1999
Skills
Java, XML, Microsoft SQL Server
Education
Indiana University Bloomington 1978 — 1980
MS, Computer Science
Duke University 1975 — 1978
BS, Computer Science
Temple University September 2007 - Present
DeVry University June 2004 - June 2007
University of Pennsylvania January 2003 - June 2004
Merck February 2001 - December 2002
Walklett Group February 1998 - December 2002
Pitcairn Financial Group December 2000 - February 2001
DuPont June 2000 - December 2000
Vanguard Investments June 1999 - June 2000
Wawa, Inc. 1998 - 2000
Wawa, Inc. February 1998 - June 1999
Skills
Java, XML, Microsoft SQL Server
Education
Indiana University Bloomington 1978 — 1980
MS, Computer Science
Duke University 1975 — 1978
BS, Computer Science
Peter T. Maher, CFA's Pitcairn Financial Group Experience November 2005 - January 2008
Job Institutional Investment Professional
Industry Financial Services
Experience
The Board of Pensions PC(USA) July 2008 - Present
Kaplan Test Prep January 2012 - Present
Philadelphia University January 2013 - June 2015
Rutgers University September 2009 - August 2013
Pitcairn Financial Group November 2005 - January 2008
The Bryn Mawr Trust Company October 1999 - November 2005
Vanguard 1997 - 1999
Skills
Due Diligence, Asset Allocation, Valuation, Equities, Capital Markets, Finance, Financial Modeling, Strategy, Portfolio Management, Management, Investments, Bloomberg, Fixed Income, Financial Analysis, Asset Management, Hedge Funds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2002
M.B.A., Finance
Saint Joseph's University 1992 — 1996
B.S., Finance
The Board of Pensions PC(USA) July 2008 - Present
Kaplan Test Prep January 2012 - Present
Philadelphia University January 2013 - June 2015
Rutgers University September 2009 - August 2013
Pitcairn Financial Group November 2005 - January 2008
The Bryn Mawr Trust Company October 1999 - November 2005
Vanguard 1997 - 1999
Skills
Due Diligence, Asset Allocation, Valuation, Equities, Capital Markets, Finance, Financial Modeling, Strategy, Portfolio Management, Management, Investments, Bloomberg, Fixed Income, Financial Analysis, Asset Management, Hedge Funds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2002
M.B.A., Finance
Saint Joseph's University 1992 — 1996
B.S., Finance
Frank Coates's Pitcairn Financial Group Experience May 1994 - May 1995
Job Founder of Wheelhouse Analytics
Industry Information Technology and Services
Experience
Wheelhouse Analytics May 2010 - Present
Coates Analytics October 2003 - April 2010
Strong Mutual Funds 2000 - 2003
Dreyfus July 1995 - March 2000
Pitcairn Financial Group May 1994 - May 1995
The Boston Company August 1990 - May 1994
US Army May 1987 - August 1990
Skills
Information Technology, Investment Management, Mutual Funds, Start-ups, Sales Management, Financial Services, Alternative Investments, Asset Management, Finance, Hedge Funds, Entrepreneurship, Asset Allocation, Leadership, Training, Business Development
Education
Siena College 1983 — 1987
B.S., Computer Science
Wheelhouse Analytics May 2010 - Present
Coates Analytics October 2003 - April 2010
Strong Mutual Funds 2000 - 2003
Dreyfus July 1995 - March 2000
Pitcairn Financial Group May 1994 - May 1995
The Boston Company August 1990 - May 1994
US Army May 1987 - August 1990
Skills
Information Technology, Investment Management, Mutual Funds, Start-ups, Sales Management, Financial Services, Alternative Investments, Asset Management, Finance, Hedge Funds, Entrepreneurship, Asset Allocation, Leadership, Training, Business Development
Education
Siena College 1983 — 1987
B.S., Computer Science
Anthony Rubbo's Pitcairn Financial Group Experience March 2007 - December 2008
Job Sr. Software Engineer Game Designer
Industry Computer Software
Experience
Comcast 2010 - Present
Self 1998 - Present
Pitcairn Financial Group March 2007 - December 2008
SunGard (formerly FNX Solutions) March 2006 - February 2007
Susquehanna International Group April 2003 - November 2005
Synygy January 2002 - February 2003
PricewaterhouseCoopers May 1999 - January 2000
Microprose 1996 - 1997
Skills
Actuarial Exams: P & FM, General Securities..., Game Design, Software Development, Programming, Quality Assurance, Agile Methodologies, Project Management, SQL, Production Support, Video Games, Graphic Design, Editing, Game Development, Triage, Java, Data Analysis, Linux
Education
University of Pennsylvania - The Wharton School 1997 — 2001
BS Economics, Decision Processes / Operations & Information Management
St. Joseph's Preparatory School 1993 — 1997
HS, Sciences
Comcast 2010 - Present
Self 1998 - Present
Pitcairn Financial Group March 2007 - December 2008
SunGard (formerly FNX Solutions) March 2006 - February 2007
Susquehanna International Group April 2003 - November 2005
Synygy January 2002 - February 2003
PricewaterhouseCoopers May 1999 - January 2000
Microprose 1996 - 1997
Skills
Actuarial Exams: P & FM, General Securities..., Game Design, Software Development, Programming, Quality Assurance, Agile Methodologies, Project Management, SQL, Production Support, Video Games, Graphic Design, Editing, Game Development, Triage, Java, Data Analysis, Linux
Education
University of Pennsylvania - The Wharton School 1997 — 2001
BS Economics, Decision Processes / Operations & Information Management
St. Joseph's Preparatory School 1993 — 1997
HS, Sciences
Candice Mondesir's Pitcairn Financial Group Experience May 2004 - August 2004
Job Community Involvement Coordinator at GMAC RESCAP
Industry Public Relations and Communications
Experience
GMAC RESCAP April 2006 - Present
GMAC Residential January 2005 - April 2006
Pitcairn Financial Group May 2004 - August 2004
Eventions Inc. May 2003 - August 2003
Education
La Salle University 2001 — 2005
BA, Communications
GMAC RESCAP April 2006 - Present
GMAC Residential January 2005 - April 2006
Pitcairn Financial Group May 2004 - August 2004
Eventions Inc. May 2003 - August 2003
Education
La Salle University 2001 — 2005
BA, Communications
Jack Yates's Pitcairn Financial Group Experience September 1994 - November 2006
Job President & COO at Carlino Capital Management
Industry Investment Management
Experience
Carlino Capital Management November 2007 - Present
Aegis Investment Advisors November 2006 - November 2007
Pitcairn Financial Group September 1994 - November 2006
Mellon Private Asset Management 1990 - 1994
Mellon Bank (Commonwealth Region) July 1987 - January 1990
Mellon Bank NA June 1985 - June 1987
Mellon Bank (Central Region) September 1980 - June 1985
Skills
Investments, Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Wealth Management, Investment Advisory, Investment Strategies, Private Equity, Venture Capital, Portfolio Management, Equities, Strategic Financial..., Mutual Funds
Education
Fairleigh Dickinson University 1975 — 1979
MBA, Finance, Economics
Rider University 1968 — 1972
BS Commerce, Finance
Carlino Capital Management November 2007 - Present
Aegis Investment Advisors November 2006 - November 2007
Pitcairn Financial Group September 1994 - November 2006
Mellon Private Asset Management 1990 - 1994
Mellon Bank (Commonwealth Region) July 1987 - January 1990
Mellon Bank NA June 1985 - June 1987
Mellon Bank (Central Region) September 1980 - June 1985
Skills
Investments, Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Wealth Management, Investment Advisory, Investment Strategies, Private Equity, Venture Capital, Portfolio Management, Equities, Strategic Financial..., Mutual Funds
Education
Fairleigh Dickinson University 1975 — 1979
MBA, Finance, Economics
Rider University 1968 — 1972
BS Commerce, Finance
Rebecca Edmonds's Pitcairn Financial Group Experience 1979 - 1986
Job Executive Assistant to President & CLevel Executives
Industry Executive Office
Experience
Results driven EA/Notary Public 25+ years experience 1986 - Present
Pitcairn Financial Group 1979 - 1986
Merrill Lynch January 1979 - January 1980
Old York Federal Savings & Loan Assn. June 1977 - January 1979
Skills
Management, Office Management, Process Scheduler, Leadership, Administrative..., Outlook, Office Administration, Spreadsheets, Time Management
Education
Jenkintown High School 1972 — 1977
Business & Executive Secretarial
Montgomery County Community College
Business Administration
Results driven EA/Notary Public 25+ years experience 1986 - Present
Pitcairn Financial Group 1979 - 1986
Merrill Lynch January 1979 - January 1980
Old York Federal Savings & Loan Assn. June 1977 - January 1979
Skills
Management, Office Management, Process Scheduler, Leadership, Administrative..., Outlook, Office Administration, Spreadsheets, Time Management
Education
Jenkintown High School 1972 — 1977
Business & Executive Secretarial
Montgomery County Community College
Business Administration
Corinne Morgan Chaussepied's Pitcairn Financial Group Experience February 2000 - October 2001
Job Senior Vice President, Corporate Event Manager at Bank of America
Industry Financial Services
Experience
Bank of America February 2014 - Present
Bank of America September 2009 - February 2014
Merrill Lynch June 2006 - September 2009
Merrill Lynch January 2005 - June 2006
Mentor 4 November 2002 - January 2005
Pitcairn Financial Group February 2000 - October 2001
Merrill Lynch June 1999 - February 2000
Merrill Lynch December 1998 - June 1999
Merrill Lynch July 1996 - December 1998
Merrill Lynch June 1995 - July 1996
Skills
Vendor Management, Financial Services, Project Management, Marketing Strategy, Management, Data Analysis, Relationship Management, Marketing, Leadership, Social Media Marketing, Sales, Budgets, Event Planning, Strategy, Customer Service, Analytics, Creative Direction, Competitive Analysis, Marketing Communications
Education
University of Phoenix 2004 — 2006
MBA, Marketing
Ithaca College
Bachelor of Science (BS), International Business
Wwphs
Bank of America February 2014 - Present
Bank of America September 2009 - February 2014
Merrill Lynch June 2006 - September 2009
Merrill Lynch January 2005 - June 2006
Mentor 4 November 2002 - January 2005
Pitcairn Financial Group February 2000 - October 2001
Merrill Lynch June 1999 - February 2000
Merrill Lynch December 1998 - June 1999
Merrill Lynch July 1996 - December 1998
Merrill Lynch June 1995 - July 1996
Skills
Vendor Management, Financial Services, Project Management, Marketing Strategy, Management, Data Analysis, Relationship Management, Marketing, Leadership, Social Media Marketing, Sales, Budgets, Event Planning, Strategy, Customer Service, Analytics, Creative Direction, Competitive Analysis, Marketing Communications
Education
University of Phoenix 2004 — 2006
MBA, Marketing
Ithaca College
Bachelor of Science (BS), International Business
Wwphs
Christopher Ouimet, CFA's Pitcairn Financial Group Experience 2005 - 2008
Job Portfolio Manager / Senior Equity Research Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management 2011 - Present
Knott Asset Management 2010 - 2011
TCP Global Investment Management 2008 - 2009
Pitcairn Financial Group 2005 - 2008
Geewax, Terker & Co. 1994 - 2004
Skills
Asset Allocation, Alternative Investments, Asset Managment, Due Diligence, Equity Research, Asset Management, Portfolio Management, Hedge Funds, Mutual Funds, Investment Management, Equities, Investments
Education
Saint Joseph's University
MBA, Finance
Albright College
BS, Finance
Manulife Asset Management 2011 - Present
Knott Asset Management 2010 - 2011
TCP Global Investment Management 2008 - 2009
Pitcairn Financial Group 2005 - 2008
Geewax, Terker & Co. 1994 - 2004
Skills
Asset Allocation, Alternative Investments, Asset Managment, Due Diligence, Equity Research, Asset Management, Portfolio Management, Hedge Funds, Mutual Funds, Investment Management, Equities, Investments
Education
Saint Joseph's University
MBA, Finance
Albright College
BS, Finance
Paul Farina, CFA's Pitcairn Financial Group Experience April 2006 - January 2008
Job Equity Trader at Vades & Moreno
Industry Financial Services
Experience
Valdes & Moreno January 2015 - Present
WTS Proprietary Trading Group January 2012 - January 2015
Chimera Securities June 2011 - January 2012
Progressive Business Publications March 2009 - 2010
MCM Securities April 2008 - September 2008
Pitcairn Financial Group April 2006 - January 2008
First Derivatives December 2002 - January 2006
Bloom Staloff April 1993 - January 2002
Financial Instruments Exchange January 1988 - April 1993
United States Navy November 1982 - September 1987
Skills
Trading, Equities, Hedge Funds, ETFs, Derivatives, Proprietary Trading, Trading Systems, Electronic Trading, Hedging, Bloomberg, Equity Derivatives, Equity Trading, Volatility, Trading Strategies, Investments, Asset Managment, Portfolio Management, Asset Allocation, Securities, Asset Management, Equity Research, Financial Risk, Risk Management
Education
Indiana University Bloomington 1980 — 1982
MBA, Finance
Nichols College 1977 — 1980
Bachelor of Science, Finance
Valdes & Moreno January 2015 - Present
WTS Proprietary Trading Group January 2012 - January 2015
Chimera Securities June 2011 - January 2012
Progressive Business Publications March 2009 - 2010
MCM Securities April 2008 - September 2008
Pitcairn Financial Group April 2006 - January 2008
First Derivatives December 2002 - January 2006
Bloom Staloff April 1993 - January 2002
Financial Instruments Exchange January 1988 - April 1993
United States Navy November 1982 - September 1987
Skills
Trading, Equities, Hedge Funds, ETFs, Derivatives, Proprietary Trading, Trading Systems, Electronic Trading, Hedging, Bloomberg, Equity Derivatives, Equity Trading, Volatility, Trading Strategies, Investments, Asset Managment, Portfolio Management, Asset Allocation, Securities, Asset Management, Equity Research, Financial Risk, Risk Management
Education
Indiana University Bloomington 1980 — 1982
MBA, Finance
Nichols College 1977 — 1980
Bachelor of Science, Finance
Bryan Gross's Pitcairn Financial Group Experience August 2004 - December 2008
Job Director of Operations at Home Helpers of Philadelphia
Industry Hospital & Health Care
Experience
Home Helpers of Philadelphia October 2013 - Present
NCAA August 2008 - Present
PIAA August 2000 - Present
Apex Financial Advisors, Inc. November 2010 - October 2013
Home Helpers of Philadelphia May 2009 - November 2010
Pitcairn Financial Group August 2004 - December 2008
Pitcairn Financial Group August 2004 - January 2008
Pershing, a BNY Mellon company May 2001 - July 2004
Pershing, a BNY Mellon company July 2000 - May 2001
Delaware Investments February 1999 - July 2000
Skills
Investments, Customer Relations, Excel, Microsoft Office, Word, Customer Service, Writing, Problem Solving, Administration, Mutual Funds, ETFs, Equity Trading, Separately Managed..., Alternative Investments, Estate Planning, Hedge Funds, Investment Advisory, Investment Strategies, Retirement Planning, Wealth Management, Common Sense, Tax Advice & Planning, Comprehensive Financial..., Generational Asset..., Investment Banking, Management, Accounting, Financial Goals, Portfolio Management, Tax Advisory, Account Management, Strategic Financial..., Insurance, Financial Services, Asset Allocation, Equities, Microsoft Excel, Microsoft Word
Education
Ithaca College 1991 — 1995
Bachelor’s Degree
Saint John Neumann H.S. 1990 — 1991
Bachelor’s Degree
Home Helpers of Philadelphia October 2013 - Present
NCAA August 2008 - Present
PIAA August 2000 - Present
Apex Financial Advisors, Inc. November 2010 - October 2013
Home Helpers of Philadelphia May 2009 - November 2010
Pitcairn Financial Group August 2004 - December 2008
Pitcairn Financial Group August 2004 - January 2008
Pershing, a BNY Mellon company May 2001 - July 2004
Pershing, a BNY Mellon company July 2000 - May 2001
Delaware Investments February 1999 - July 2000
Skills
Investments, Customer Relations, Excel, Microsoft Office, Word, Customer Service, Writing, Problem Solving, Administration, Mutual Funds, ETFs, Equity Trading, Separately Managed..., Alternative Investments, Estate Planning, Hedge Funds, Investment Advisory, Investment Strategies, Retirement Planning, Wealth Management, Common Sense, Tax Advice & Planning, Comprehensive Financial..., Generational Asset..., Investment Banking, Management, Accounting, Financial Goals, Portfolio Management, Tax Advisory, Account Management, Strategic Financial..., Insurance, Financial Services, Asset Allocation, Equities, Microsoft Excel, Microsoft Word
Education
Ithaca College 1991 — 1995
Bachelor’s Degree
Saint John Neumann H.S. 1990 — 1991
Bachelor’s Degree
Michael Repeckyj, CFA's Pitcairn Financial Group Experience 1999 - 2008
Job Investment Consultant at Self Employed
Industry Investment Management
Experience
Self Employed 2008 - Present
Pitcairn Financial Group 1999 - 2008
Prudential Securities 1998 - 1999
Education
La Salle University 1988 — 1992
BS, Finance
Self Employed 2008 - Present
Pitcairn Financial Group 1999 - 2008
Prudential Securities 1998 - 1999
Education
La Salle University 1988 — 1992
BS, Finance
Alice Milrod's Pitcairn Financial Group Experience ConsultantSEI InvestmentsAugust 2007 - November 2007
Job Wealth Management Project Manager
Industry Financial Services
Experience
Pitcairn Financial Group ConsultantSEI InvestmentsAugust 2007 - November 2007
pnc 1986 - 2004
PNC Advisors 1986 - 2004
Education
Bryn Mawr College 1970 — 1974
A B, English
University of Pennsylvania - The Wharton School
MBA, Marketing, Strategic Planning
Pitcairn Financial Group ConsultantSEI InvestmentsAugust 2007 - November 2007
pnc 1986 - 2004
PNC Advisors 1986 - 2004
Education
Bryn Mawr College 1970 — 1974
A B, English
University of Pennsylvania - The Wharton School
MBA, Marketing, Strategic Planning
Mark Degnan, MBA's Pitcairn Financial Group Experience September 2008 - December 2008
Job Financial Controller Trading Services at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
JPMorgan Chase August 2012 - December 2013
JP Morgan Chase March 2009 - August 2012
Pitcairn Financial Group September 2008 - December 2008
Skills
Prime Brokerage
Education
Temple University - Fox School of Business and Management 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Penn State University 2004 — 2008
Bachelors, Economics, Accounting
JPMorgan Chase January 2014 - Present
JPMorgan Chase August 2012 - December 2013
JP Morgan Chase March 2009 - August 2012
Pitcairn Financial Group September 2008 - December 2008
Skills
Prime Brokerage
Education
Temple University - Fox School of Business and Management 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Penn State University 2004 — 2008
Bachelors, Economics, Accounting
Eric Feder's Pitcairn Financial Group Experience September 1994 - April 2008
Job Principal Wealth Creation Management & Transfer LLC
Industry Financial Services
Experience
Wealth CMT July 2009 - Present
SEI Investments January 2009 - July 2009
Pitcairn Financial Group September 1994 - April 2008
Education
Drexel University 1998 — 2002
Master of Science, Finance
Drexel University 1989 — 1994
Bachelor of Science, Business Administration
Wealth CMT July 2009 - Present
SEI Investments January 2009 - July 2009
Pitcairn Financial Group September 1994 - April 2008
Education
Drexel University 1998 — 2002
Master of Science, Finance
Drexel University 1989 — 1994
Bachelor of Science, Business Administration
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY