Jay Goetschius

Jay Goetschius is a Managing Director and Head of Florida at Pitcairn, the preeminent family office focused exclusively on serving the complex needs of ultra-high-net-worth families. Jay goes beyond traditional financial services and helps clients manage the full impact of significant wealth. Prior to joining Pitcairn, Goetschius was a Managing Director at Abbot Downing’s offices in Palm Beach and New York, where he worked with UHNW families and individuals. He has spent 30 years working with private clients on a range of complex family wealth management issues, including investment policy development, portfolio construction and asset allocation, risk management, and tax and estate planning. Earlier in his career he was a Principal for Bessemer Trust in Palm Beach, Partner and Head of Client Relationship Management of HPM Partners LLC, and Managing Director with BNY Mellon Wealth Management in New York City. Goetschius held senior roles in Bank of New York’s Charitable Gift Services, Trust and Private Banking divisions and began his career in Chase Manhattan Bank’s management development program. He earned a BA in economics from St. Lawrence University, an MBA in finance from Seton Hall University, and is a Certified Trust & Financial Advisor (CTFA) and Certified Exit Planning Advisor (CEPA).