Pitcairn Appoints Carlin Calcaterra to Enhance Customized Portfolio Strategy

Pitcairn Welcomes Carlin Calcaterra as Managing Director of Investment Strategy

Pitcairn, a prestigious family office known for serving ultra-high-net-worth families in the United States for over a century, is making headlines with the recent appointment of Carlin Calcaterra as their new Managing Director of Investment Strategy. This strategic addition underscores Pitcairn's commitment to providing tailored investment solutions that align with the unique needs of their multigenerational family clients.

A Wealth of Experience

Carlin Calcaterra brings a robust portfolio of expertise to her new role, amassing more than 15 years of experience in investment management. She has established herself as a leading expert in strategic asset allocation, particularly in the arena of private markets. Before her tenure at Pitcairn, she served as managing director and co-head of the Financial Advisor Solutions Team at Ares Management. Here, she provided critical insights into private market allocations and guided the development of advisor-led portfolios. Moreover, her leadership in private market education has been a significant asset in enhancing advisor capabilities across the industry.

Nathan Sonnenberg, Pitcairn's Chief Investment Officer, highlighted Calcaterra's unique skills, stating, "Carlin has a rare ability to connect the quantitative rigor of portfolio construction with clear, client-centered communication." This ability is crucial for Pitcairn as they endeavor to fulfill their mission of empowering families to grow and protect their wealth across generations.

A Unique Perspective on Wealth

In her new role, Calcaterra will spearhead the development of investment solutions that cater to the distinct financial landscapes of Pitcairn's client families. The firm is known for its emphasis on personalized service, which is pivotal in an industry where cookie-cutter solutions are all too common. Calcaterra expressed her enthusiasm for joining a team focused on innovative investment portfolios and the broader wealth preservation process, stating, "This firm represents the best of what America can be for hardworking families striving to build and protect wealth for generations."

Recent Expansions and Future Outlook

Calcaterra’s appointment comes on the heels of Pitcairn's acquisition of Brightside Partners, a Baltimore-based advisory firm, completed in January 2025. This acquisition symbolizes Pitcairn's growth trajectory, enabling the firm to expand its investment strategies and further enhance its offerings. Additionally, Pitcairn recently launched Pitcairn Wealth Advisors LLC, a Registered Investment Advisory (RIA) that complements its existing trust company and Shared Single-Family Office™ model.

Rick Pitcairn, Chairman and Chief Global Strategist of the firm, remarked on Calcaterra's expertise as a significant asset. "Our deep understanding of multigenerational family wealth sets us apart, and this insight drives our growth as we enter our second century." With such strategic maneuvers, Pitcairn aims to attract talent that can contribute to innovative solutions for their clientele.

A Commitment to Excellence

Carlin Calcaterra earned her Bachelor of Arts degree in both Economics and French from Bucknell University. Recently, she also acquired a Certificate in Quantitative Finance (CQF), further equipping her with the necessary tools to navigate complex investment strategies effectively.

In the evolving landscape of wealth management, Pitcairn's ability to retain and attract such exceptional talent as Carlin Calcaterra highlights their proactive approach to client satisfaction and investment excellence. With a focus on building and preserving wealth across generations, Pitcairn continues to solidify its place as a leader in the family office sector, providing comprehensive support to over 140 families with assets totaling approximately $11 billion as of April 2025.

As Pitcairn embarks on this new chapter with Carlin Calcaterra at the helm of investment strategy, families can expect innovative, customized investment solutions designed with their long-term goals in mind.