JR Raebiger
Miembro del Comité de Inversión en Pitcairn Group LP .
Perfil
Mr. John R.
Raebiger, Jr., is a Managing Director at Pitcairn Group LP.
As a relationship manager, he is responsible for developing and overseeing the implementation of long-term financial plans for families.
He works directly with clients to advise them on a wide array of financial matters.
He and his team assess their wealth structures in light of their goals in order to devise custom plans that meet their unique requirements.
He works across the firm's tax, investments, and trust administration teams.
Previously, he served as the Director of Fixed Income, where he was responsible for overseeing all fixed income managers on the investment platform including manager selection, due diligence, and monitoring.
Prior to the firm’s move to 100% open architecture, he managed all of Pitcairn’s fixed income investments, including two bond mutual funds.
He continues to actively manage a number of Pitcairn’s taxable and tax-exempt bond portfolios.
He is a member of the Investment Strategy committee and the Due Diligence committee and attends meetings of the Investment Policy Committee.
He sits on both the Shippensburg University Foundation Board and the Shippensburg University College of Business Advisory Board.
Prior to joining Pitcairn in 2002, Mr. Raebiger was a fixed income portfolio manager at Davidson Trust Company.
He was responsible for managing over $500 million of individual and institutional fixed income assets.
Before Davidson Trust Company he was an institutional trader and bond salesman at Boenning & Scattergood.
He earned a BSBA in Finance from Shippensburg University and an MS in Finance from Temple University.
He holds the designations of Certified Financial Planner and Certified Trust Financial Advisor.
He is a member of the National Federation of Municipal Analysts, the CFA Institute, the National Trust Real Estate Association, and the Philadelphia Estate Planning Council.
Cargos activos de JR Raebiger
Empresas | Cargo | Inicio |
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Pitcairn Group LP
Pitcairn Group LP Investment ManagersFinance Pitcairn Group LP (Pitcairn) is a wealth management and holding firm headquartered in Jenkintown, Pennsylvania. Pitcairn was founded in 1923 and provides investment advice and implementation to individuals and their families. | Miembro del Comité de Inversión | 01/01/2002 |
Antiguos cargos conocidos de JR Raebiger.
Empresas | Cargo | Fin |
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Davidson Capital Management, Inc.
Davidson Capital Management, Inc. Investment ManagersFinance Davidson Capital Management, Inc. (DCM) is an independent, SEC-registered investment advisor headquartered in Corpus Christi Texas. The firm was founded by John Davidson in 1989. DCM provides investment management and retirement planning for individuals, businesses and endowments. | Portfolio Manager-Fixed Income | 31/12/2001 |
Formación de JR Raebiger.
Temple University (Pennsylvania) | Graduate Degree |
Shippensburg University of Pennsylvania | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 2 |
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Pitcairn Group LP
Pitcairn Group LP Investment ManagersFinance Pitcairn Group LP (Pitcairn) is a wealth management and holding firm headquartered in Jenkintown, Pennsylvania. Pitcairn was founded in 1923 and provides investment advice and implementation to individuals and their families. | Finance |
Davidson Capital Management, Inc.
Davidson Capital Management, Inc. Investment ManagersFinance Davidson Capital Management, Inc. (DCM) is an independent, SEC-registered investment advisor headquartered in Corpus Christi Texas. The firm was founded by John Davidson in 1989. DCM provides investment management and retirement planning for individuals, businesses and endowments. | Finance |
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