Profiel
Mr. Harold F.
Pitcairn is a Chief Investment Officer at Pitcairn Wealth Advisors LLC and a Chairman at The Academy of Vocal Arts.
A member of Pitcairn’s leadership team, he is the firm’s first ever Chief Global Strategist where he leads the development of Pitcairn’s thought leadership on macro-economic trends and explores opportunities and new initiatives to spur business growth.
Previously, he was the firm’s Chief Investment Officer.
In that role, which he served with distinction for almost 15 years, he was focused on long-term, global investment strategies designed to achieve better outcomes for wealthy families.
He is the chief architect behind Pitcairn’s open architecture investment platform and a leading authority on the use of tax overlay and Unified Managed Accounts (UMA) in trust structures and for the ultra-high net worth investor.
Prior to joining our team, he was the Chief Investment Officer and Partner at Kaffie, Goodman, & Pitcairn, Inc. and Senior Manager, Portfolio Manager, and Investment Analyst at Piedra Capital, both located in Houston, Texas.
Mr. Pitcairn holds the designation of Chartered Financial Analyst and is a member of the Financial Analysts of Philadelphia.
He has an MBA in Finance from Rice University and a BBA in Accounting with honors from the University of Houston.
Actieve functies van Rick Pitcairn
| Bedrijven | Functie | Begin |
|---|---|---|
The Academy of Vocal Arts
The Academy of Vocal Arts Miscellaneous Commercial ServicesCommercial Services Offers educational courses and services | Voorzitter | - |
Eerdere bekende functies van Rick Pitcairn
| Bedrijven | Functie | Einde |
|---|---|---|
Pitcairn Group LP
Pitcairn Group LP Investment ManagersFinance Pitcairn invests in public equity and fixed-income markets around the world. The firm employs both growth and value strategies and invests in companies across all market-caps. Their investment process is based on both fundamental and quantitative analysis. | Chief Investment Officer | 20-05-2011 |
Piedra Capital Ltd.
Piedra Capital Ltd. Investment ManagersFinance Piedra Capital offers two main investment strategies: Prudent Growth and Large-Cap Core. Though not limited by sector, Piedra Capital tends to invest in the stocks of US companies in the finance, industrial services, health technology and technology services sectors. The firm invests across all market-caps. Piedra Capital maintains a low turnover rate. The firm's Prudent Growth strategy is their flagship strategy. It focuses on investments in companies with earnings growth that is faster than the market, that are reasonably priced relative to earnings prospects, that have strong revenue growth and that have conservative financial statements. The Prudent Growth strategy targets companies with market values of $1 billion to $15 billion. Piedra Capital's Large-Cap Core is a core-diversified portfolio of larger-cap companies. The strategy targets companies with total return potential that is growing faster than the market. Companies should also have realistic valuations, improving revenue trends and conservative financial statements. The Large-Cap Core strategy focuses on investments in mature companies with market values greater than $10 billion. | Analyst-Equity | - |
Opleiding van Rick Pitcairn
Ervaring
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Beursgenoteerde bedrijven
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| Bedrijven in privébezit | 5 |
|---|---|
Pitcairn Group LP
Pitcairn Group LP Investment ManagersFinance Pitcairn invests in public equity and fixed-income markets around the world. The firm employs both growth and value strategies and invests in companies across all market-caps. Their investment process is based on both fundamental and quantitative analysis. | Finance |
Piedra Capital Ltd.
Piedra Capital Ltd. Investment ManagersFinance Piedra Capital offers two main investment strategies: Prudent Growth and Large-Cap Core. Though not limited by sector, Piedra Capital tends to invest in the stocks of US companies in the finance, industrial services, health technology and technology services sectors. The firm invests across all market-caps. Piedra Capital maintains a low turnover rate. The firm's Prudent Growth strategy is their flagship strategy. It focuses on investments in companies with earnings growth that is faster than the market, that are reasonably priced relative to earnings prospects, that have strong revenue growth and that have conservative financial statements. The Prudent Growth strategy targets companies with market values of $1 billion to $15 billion. Piedra Capital's Large-Cap Core is a core-diversified portfolio of larger-cap companies. The strategy targets companies with total return potential that is growing faster than the market. Companies should also have realistic valuations, improving revenue trends and conservative financial statements. The Large-Cap Core strategy focuses on investments in mature companies with market values greater than $10 billion. | Finance |
Rice University
Rice University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Houston
University of Houston Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Academy of Vocal Arts
The Academy of Vocal Arts Miscellaneous Commercial ServicesCommercial Services Offers educational courses and services | Commercial Services |
















