Pitcairn Welcomes Carlin Calcaterra, Deepening Its Expertise in Customized Portfolio Design

CONSHOHOCKEN, Pa., Sept. 16, 2025 /PRNewswire/ -- Pitcairn, one of America's leading family offices serving ultra-high-net-worth families for more than a century, has named Carlin Calcaterra as Managing Director of Investment Strategy. In this role, she will lead Pitcairn's investment solutions strategy and partner with the firm's multigenerational client families to design customized, differentiated portfolios aligned with their distinct needs.

Carlin brings more than 15 years of investment management experience and is a recognized expert in strategic asset allocation, particularly across private markets. Most recently, she was the managing director and co-head of the Financial Advisor Solutions Team at Ares Management, where she advised on private market allocations and asset classes for advisor-led portfolios. At Ares, she also spearheaded private market education and thought leadership initiatives for advisors.

"Carlin has a rare ability to connect the quantitative rigor of portfolio construction with clear, client-centered communication," said Nathan Sonnenberg, Pitcairn's Chief Investment Officer. "Her expertise strengthens our ability to deliver on our Shared Single-Family Office™ mission—empowering families to grow, keep, and protect more of their wealth across generations."

Earlier in her career, Carlin was a senior principal and investment consultant at Mercer Investments and a vice president and lead portfolio manager for multi-asset solutions at Goldman Sachs, where she was a discretionary institutional asset allocator.

"As a brand serving multigenerational families for more than 100 years, Pitcairn is unique in today's marketplace," said Carlin. "This firm represents the best of what America can be for hardworking families striving to build and protect wealth for generations. I am honored to join a team equally focused on innovative investment portfolios and the broader wealth preservation process."

Her appointment follows Pitcairn's acquisition of Baltimore-based Brightside Partners in January 2025 and the launch of Pitcairn Wealth Advisors LLC, an RIA that complements the firm's trust company and Shared Single-Family Office™ model.

"As we expand the investment strategies available to our clients, we continue to attract exceptional talent like Carlin," said Chairman and Chief Global Strategist Rick Pitcairn. "Our deep understanding of multigenerational family wealth sets us apart, and this insight drives our growth as we enter our second century."

Carlin earned a Bachelor of Arts in Economics and French from Bucknell University and recently completed the Certificate in Quantitative Finance (CQF).

About Pitcairn
For more than a century, Pitcairn has helped multigenerational families preserve and grow their wealth. Pitcairn's Shared Single-Family Office™ service model provides an integrated approach that delivers personalized service, cutting-edge technology, and a family-centric approach. Serving 140+ families and overseeing $11 billion in assets under advisement as of April 2025, Pitcairn provides investment advisory, wealth management, tax, trusts and estate planning, insurance, as well as family education and family governance support. Headquartered in suburban Philadelphia, Pitcairn also has teams in New York, Baltimore, Washington, DC, and West Palm Beach, Florida.

Media Contact:
Sarah Tremallo
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SOURCE Pitcairn