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Pitcairn Names Client Investment Strategy MD

Editorial Staff June 22, 2020

Pitcairn Names Client Investment Strategy MD

The appointee has worked in the family offices space for a quarter of a century, with previous roles at BNY Mellon and Citibank.

Pitcairn has appointed Bruce Stewart as managing director of client investment strategy. Stewart, who brings more than 25 years of family office and investment experience to the firm, reports to chief investment officer, Rick Pitcairn.

Stewart is primarily responsible for supporting Pitcairn's chief investment officer on investment and wealth management-related issues affecting clients and managing the investment team. In this regard, he will serve as the relationship manager to a select set of client families. He will also conduct capital market and economic research to shape and support investment decisions and educate clients and client-facing professionals on key economic and financial market matters.

Stewart has specialized in manager research portfolio construction, risk analytics, product development and investment thought leadership. Before joining Pitcairn, he served as MD and chief Investment officer of the family office group at BNY Mellon and director of US investments at Citibank Global Markets.

He is a graduate of Purdue University, School of Technology. Stewart holds the designations of Chartered Alternative Investment Analyst (CAIA), and Certified Investment Management Analyst (CIMA). His professional certifications include the Investment Strategist Certificate and the Alternative Investment Certificate, issued by The Wharton School and IMCA. He has published multiple white papers and presented at several investment conferences over the years.

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