Systems Thinking: A Practical Lens for Understanding Enterprising FamiliesSystems Thinking: A Practical Lens for Understanding Enterprising Families

Rebecca A. Meyer is Managing Director of Client Strategy at Pitcairn, a recognized global leader in the specialized family office marketplace. Rebecca manages Pitcairn’s planning team. In that capacity, she is responsible for coordinating the development of comprehensive strategies designed to meet long-term goals for multi-generational families. She is accountable for developing client deliverables and customized client education initiatives. Through her work with single family office clients, Rebecca has helped families develop new governance processes and re-evaluate their wealth structures as part of generational transitions. Rebecca was one of the lead architects of Pitcairn’s open architecture investment process. She is a member of Pitcairn’s Investment Policy and Investment Strategy committees. 

Prior to joining Pitcairn in 2006, Rebecca spent over 20 years as an investment professional. Most recently she served in a number of senior roles at SEI Investments, including working with ultra high net worth clients and advisors to those clients and heading up manager due diligence for SEI’s fixed income multi-manager offerings.

Rebecca has a BA, cum laude, in Economics from the University of Pennsylvania and an MBA from the University of Maryland. Rebecca completed three years of study in the Special Post Graduate Program at the Bowen Center for the Study of the Family.