Pitcairn
David Medici, CFA, has extensive experience in wealth management and financial analysis, currently serving as a Family Wealth Associate at Pitcairn since April 2018. Responsibilities include reviewing trade compliance, overseeing Separately Managed Accounts, producing Investment Policy Statements, and processing data for hedge funds and private equity investments. Prior experience includes a Financial Analyst Co-Op role at JPMorgan Chase & Co., where David managed equity regulatory reporting processes and developed automation tools, as well as roles at Hard 8 Futures, SEI, Yorktel, and Jenkison's Pavilion. David holds a Bachelor of Science in Business Administration with a concentration in Finance and Business Economics from Drexel University.
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Pitcairn
Families of wealth must navigate fundamental risks to their assets that extend beyond market movements and macroeconomic shifts. These often-overlooked risks are embedded in the culture, composition and communications of the family itself. For a century, Pitcairn has embraced this truth with the experience and expertise needed to help prosperous families fulfill the unique promise and true potential of their legacies. Rooted in our own family experience and enriched by our work with ultra-high-net-worth families and single family offices, our distinctive Wealth Momentum® approach focuses on a deeper and longer-term view of the family and financial dynamics that lead to better outcomes. We are a family office leveraging advanced thinking and modern service innovations to set a new standard in multi-generational wealth stewardship. Headquartered in suburban Philadelphia, with representatives in New York, Florida, and Washington, DC, we connect with our network of resources around the world.