Pitcairn Names Investment Strategy MD

These are busy times at the family office firm, having bought Brightside Partners this year and launched an RIA operation.

Pitcairn, a US
family office, has named Carlin Calcaterra (main picture) as
managing director of investment strategy. The role is a newly
created one, a spokesperson for the firm told Family Wealth
Report when asked about the matter.

Calcaterra 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, the firm said in a statement yesterday. 

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.

With more than 15 years of investment management experience,
Calcaterra was most recently 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 led 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,” Nathan Sonnenberg, Pitcairn’s chief investment
officer, said.

Earlier in her career, Calcaterra 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.

Carlin earned a bachelor of arts in economics and French from
Bucknell University and recently completed the Certificate in
Quantitative Finance (CQF).

Pitcairn serves more than 140 families and oversees $11 billion
in assets under advisement as of April 2025. Headquartered in
suburban Philadelphia, it also has teams in New York, Baltimore,
Washington, DC, and West Palm Beach, Florida.