Pitcairn Names Investment Strategy MD

Editorial Staff

17 September 2025

Pitcairn, a US family office, has named Carlin Calcaterra 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 .

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.