For a century, Pitcairn has been a leading family office helping many of America’s most successful families protect and grow their wealth and build legacies that span generations. As Director of Family Engagement, I’m a consummate collaborator who works closely with Amy Hart Clyne, Pitcairn’s Chief Knowledge and Learning Officer, to guide and support individuals and families as they engage with the benefits and challenges of wealth. Leveraging the firm’s Wealth Momentum® family office model, which takes a long-term view of family and financial dynamics to achieve better outcomes, I work with families on a wide range of topics such as wealth stewardship, family governance, leadership, and professional development. Using the tenets of positive psychology and Co-Active Coaching, I am committed to helping families achieve harmony while building a family culture of lifelong learning and personal growth.*Fluent in Spanish*Series 7, 66, 24, Life Accident and Health *CLU,ChFC,CFP®
Listed skills include Mutual Funds, Investments, Spanish, Financial Services, and 9 others.