PNC Capital Advisors
Industry: Company
DescriptionParent organization: PNC Financial Services Subsidiary: PNC Wealth Management
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PNC Capital Advisors Employees
PNC Institutional Asset Management March 2015 - Present
PNC Capital Advisors June 2013 - Present
Larry Thompson & Associates April 2012 - January 2013
RogersCasey April 2010 - March 2012
Zeidman Consulting LLC March 2008 - March 2010
Wilshire Associates January 1997 - January 2008
Skills
Investment Strategies, Hedge Funds, Asset Allocation, Private Equity, Fixed Income, Investment Management, Portfolio Management, Asset Managment, Fund Of Funds, Due Diligence, Capital Markets, Mutual Funds, Endowment Funds, Foundations, Defined Benefit, Fixed Income Strategies, Investment Advisory, Alternative Investments
Education
Fordham University 1984 — 1987
Master of Business Administration (MBA), Finance, General
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Economics
PNC Capital Advisors April 2013 - Present
PNC Capital Advisors April 2010 - April 2013
Citizens Bank Wealth Management, N.A. January 2004 - April 2010
Bank One 1999 - 2004
The Legend Group 1995 - 1999
Skills
Investments, Asset Management, Mutual Funds, Wealth Management, Trust Management, Fiduciary Services, Sales, Sales Management, National Accounts
Education
Ohio University 1981 — 1985
B.B.A., Marketing
PNC Capital Advisors August 2011 - Present
PNC Capital Advisors April 2008 - August 2011
Wachovia Capital Markets June 2006 - April 2008
Jeffrey Slocum & Associates June 2005 - May 2006
Education
University of Northern Iowa 2002 — 2005
BA, Finance and Economics
IBM April 2015 - Present
IBM October 2014 - April 2015
IBM July 2013 - October 2014
PNC Capital Advisors March 2012 - November 2012
U.S. Coast Guard July 2006 - September 2010
Skills
Microsoft Excel, Team Leadership, Equities, R, Process Improvement, Hyperion Performance..., TM1, Portfolio Management, Financial Analysis, Financial Modeling, Data Analytics, FactSet, Risk Metrics, Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Data Analysis, Analysis, Finance
Education
Drexel University 2010 — 2013
Bachelor of Science (BS), Finance
PNC Capital Advisors March 2014 - Present
PNC Capital Advisors September 2013 - March 2014
ACE Group April 2013 - September 2013
Hamilton Lane September 2012 - March 2013
ACE Group September 2011 - September 2012
Drexel University April 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, FactSet, Bloomberg, ThomsonOne, Preqin, CorpTax, Premium Pro, Valuation, UK Corporation Tax, Financial Analysis, Finance
Education
Drexel University 2010 — 2015
Bachelor's Degree, Dual Major: Finance & Legal Studies
Central High School 2006 — 2010
Bachelor of Arts (B.A.)
PNC Capital Advisors July 2013 - Present
PNC Wealth Management August 2012 - July 2013
Apprisen Financial April 2011 - August 2012
US Army September 2003 - September 2011
The Ciulla Group LLC May 2005 - April 2011
Education
Cleveland State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Bowling Green State University
Business Administration and Management
PNC Capital Advisors 2003 - Present
Education
Saint Joseph's University 2005 — 2011
MBA, Finance
Drexel University 1997 — 2002
Bachelors of Science, Business Administration - Finance
PNC Capital Advisors August 2015 - Present
PNC Investments April 2013 - August 2015
Northcoast Research April 2011 - April 2013
American Portfolios May 2010 - January 2011
Education
Baldwin-Wallace College 2008 — 2012
BA, Finance
PNC Capital Advisors February 2015 - Present
PNC Bank February 2013 - February 2015
KeyCorp May 2007 - February 2011
Starwood Vacation Ownership October 2003 - August 2005
Raytheon Range System Engineering July 1999 - April 2002
Skills
Research, Public Speaking, Negotiation, Relationship Management, Credit, Cash Management, Project Management, Security Clearance, Program Management, Microsoft Office, Management, DoD, Process Improvement, Budgets, Banking, Financial Analysis, Strategic Planning, Finance
Education
Keller Graduate School of Management of DeVry University 2012 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services and Project Management
Northeastern University 1989 — 1995
Bachelor's degree, Finance and Financial Management Services, 2.83 GPA
T. Rowe Price November 2014 - Present
PNC Capital Advisors August 2014 - November 2014
PNC Capital Advisors January 2011 - August 2014
PNC Capital Advisors June 2010 - January 2012
Constellation Energy 2009 - 2010
Education
Dartmouth College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Bond University 2007 — 2007
International Finance
St. Paul's School for Boys
Body Central August 2014 - Present
CFA Society of Baltimore August 2014 - Present
Lane Five Capital Management August 2007 - Present
PNC Capital Advisors September 2005 - August 2007
Mercantile Bankshares 2005 - 2007
Skills
Equities, Equity Research, Portfolio Management, Investments, Industry Analysis
Education
Loyola University Maryland 2001 — 2005
BA
PNC Capital Advisors July 2014 - Present
PNC Capital Advisors August 2013 - July 2014
PNC Institutional Investments September 2009 - August 2013
Allegiant Asset Management May 2008 - October 2009
Fifth Third Bank October 2002 - May 2008
H&R Block Financial Advisors September 1993 - September 2001
Olde Discount stockbrokers (HRBFA) 1993 - 2001
Skills
Portfolio Management, Investments, Securities, Equities, Series 7, Asset Allocation, Fixed Income, Hedge Funds, Derivatives, Banking
Education
Auburn University 1988 — 1992
B.S., Finance
Cleveland Clinic September 2013 - Present
PNC Capital Advisors June 2013 - September 2013
PNC Capital Advisors November 2010 - June 2013
Benesch Friedlander Coplan & Aronoff August 2009 - January 2010
Enlight Advisors May 2007 - August 2009
Berlin Financial June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Education
University of Miami - School of Business 2005 — 2009
BBA
PNC Capital Advisors December 2007 - Present
Freddie Mac August 1998 - November 2004
LACE Financial Corporation June 1994 - May 1998
Skills
Fixed Income, Portfolio Management, Asset Allocation, Mutual Funds, Investments, Asset Management, Investment Strategies, Financial Modeling, Financial Analysis, Bloomberg, Wealth Management, Credit Analysis, High Net Worth..., Risk Management
Education
James Madison University 1990 — 1994
Bachelor of Arts (BA), Finance
Stephanie Hartman Studios August 2012 - Present
Clock Spring Company L.P. November 2014 - August 2015
KentuckyOne Health March 2014 - July 2014
F+W Media, Inc. September 2013 - January 2014
Two Guys Marine April 2013 - September 2013
Doc Holliday's April 2013 - September 2013
PNC Capital Advisors October 2012 - January 2013
Sundance Resort May 2012 - August 2012
BYU Folk Music Ensemble September 2010 - June 2012
Elements Dance September 2011 - April 2012
Skills
Event Planning, Organizational Design, Organizational..., Microsoft Office, Team Leadership, Event Management, Customer Service, Contemporary Dance, Jazz Dance, Guitar, Vocalist, Coaching, Program Management, Advertising
Education
Brigham Young University 2007 — 2012
B.S., Marriot School of Business: Commercial Recreation
PNC Capital Advisors February 2012 - Present
PNC Institutional Investments February 2012 - Present
Education
The American College 1988 — 1992
Certified Financial Planner, Chartered Financial Consultant, Charter Life Underwriter
The University of Akron 1981 — 1985
Bachelor of Science in Business Administration/Finance
PNC Capital Advisors March 2015 - Present
PNC Capital Advisors December 2013 - March 2015
JPMorgan Chase September 2011 - May 2013
Welfley Tech March 2011 - August 2011
City of Akron March 2009 - September 2009
Education
The University of Akron 2005 — 2010
Bachelor of Business Administration (BBA), 2010 Corporate Finance
Clear Fork Highschool 2001 — 2004
High School
Waypoint Intelligence July 2014 - Present
PNC Capital Advisors March 2008 - June 2014
National City Corporation 2005 - March 2008
Bank One September 2003 - October 2004
Morgan Stanley 1996 - 2002
Skills
FactSet, Bloomberg Terminal, Zephyr, Fixed Income, Portfolio Management, Investments, Equities, Asset Managment, Alternative Investments, Capital Markets, Wealth Management, Asset Allocation, Equity Research, Financial Modeling, Series 7, Bloomberg, Valuation, Investment Strategies, Mutual Funds, Private Equity, Hedge Funds, Investment Advisory, Portfolio Optimization, Asset Management, Finance, Risk Management, Emerging Markets
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 2002
MBA, International Finance
Ohio University 1992 — 1996
BS, Engineering
PNC Capital Advisors March 2015 - Present
PNC Investments March 2013 - March 2015
PNC Investments June 2011 - June 2013
PNC Investments June 2011 - August 2011
Ashland University May 2010 - May 2011
The Financial Solutions Network May 2010 - August 2010
Education
Ashland University 2008 — 2011
Bachelor of Science in Business Administration, Finance
PNC Capital Advisors September 2014 - Present
Glenmede Investment Management May 2011 - August 2014
SEI Investment Company, Private Trust Co April 2010 - May 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Johnson & Johnson June 2006 - August 2006
Education
University of Pittsburgh 2005 — 2009
Bachelor of Science (B.S.)
Notre Dame High School
PNC Capital Advisors May 2015 - Present
GSK July 2014 - March 2015
GlaxoSmithKline November 2012 - July 2014
GlaxoSmithKline March 2011 - November 2012
PNC Financial Services November 2009 - March 2011
T. Rowe Price June 2008 - September 2008
Anthill Technologies January 2007 - July 2007
MILLENNIUM PHARMACEUTICALS, INC. July 2004 - November 2006
ArQule, Inc. May 2002 - July 2004
Skills
Financial Modeling, Valuation, Analytics, Strategic Planning, Due Diligence, Competitive Analysis, Private Equity, Pharmaceutical Industry, Strategy, Oncology, Portfolio Management, Investments, Cross-functional Team..., Management, Financial Analysis, Business Strategy, Biotechnology, Product Management, Global Marketing, Product Launch, Life Sciences, Market Analysis, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
University of Michigan
Ph.D., Medicinal Chemistry
Houlihan Lokey July 2014 - Present
Kellogg School of Management June 2013 - June 2014
PNC Capital Advisors September 2007 - April 2013
Skills
Financial Modeling, Equities, Valuation, Equity Valuation, Bloomberg, Asset Management, Investments, Asset Allocation, Alternative Investments, Portfolio Management, Financial Analysis, DCF, Equity Research
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Master of Business Administration (M.B.A.), Management and Strategy, Managerial Economics, Finance
Boston College - Carroll School of Management 2003 — 2007
Bachelor's degree, Finance, Accounting and Economics
Gilman School 1999 — 2003
High School
PNC Capital Advisors January 2015 - Present
Asset Consulting Group August 2008 - December 2014
Skills
Fixed Income, Equities, Asset Allocation, Hedge Funds, Alternative Investments
Education
Texas Christian University 2003 — 2007
Economics
MetLife Real Estate Investors June 2015 - Present
MetLife Real Estate Investors May 2014 - August 2014
PNC Capital Advisors June 2013 - August 2013
PNC Capital Advisors June 2012 - August 2012
Houlihan Lokey May 2011 - June 2011
Skills
Fixed Income, Mutual Funds, Financial Analysis, Economics, Equities, Outlook, Financial Statements, Investments
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Urban Studies - Concentration in Economics
Università degli Studi di Roma Tre 2013 — 2013
Gilman School 2004 — 2011
JLL November 2014 - Present
DynCorp International June 2012 - October 2014
Bloomberg LP April 2012 - June 2012
PNC Capital Advisors September 2009 - May 2010
Horizon Asset Management, Inc. June 2008 - August 2008
Skills
Financial Modeling, Analysis, Accounting, Process Improvement, Valuation, Strategic Planning, Research, Business Intelligence, Data Science, SQL, Program Management, Risk Management, Economics, Equity Research, Statistics, Due Diligence, Acquisitions, FP&A, DAX, Microsoft SQL Server
Education
Drexel University - LeBow College of Business 2007 — 2011
B.S.B.A., Finance, Entrepreneurship
PNC Capital Advisors December 2014 - Present
PNC Capital Advisors November 2013 - Present
Charles Schwab January 2011 - November 2013
Northwestern Mutual January 2008 - January 2011
New York Life Insurance Company October 2006 - January 2008
Charles Schwab July 2003 - July 2005
Charles Schwab May 2002 - July 2003
Integrated Funds Services 2001 - 2002
Skills
Mutual Funds, Retirement Planning, 401k, Investments, Series 6, Securities, Series 63, Series 7, Retirement, Asset Allocation, Pensions, ERISA, Wealth Management, Strategic Financial..., Portfolio Management, Asset Managment, Equities, Investment Advisory, Financial Planners, Insurance, series 66, Series 24
Education
University of Cincinnati College of Business 1997 — 1999
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
CFA Institute September 2015 - Present
PNC Capital Advisors January 2015 - Present
PNC August 2013 - Present
Cleveland State University January 2010 - Present
CFA Society Cleveland July 2009 - Present
PNC July 2012 - August 2013
KeyBank June 2011 - July 2012
KeyBank December 2005 - June 2011
KeyBank July 2005 - December 2005
TransMarket Group May 2004 - June 2005
Skills
Derivatives, Interest Rate..., Swaps, Risk Management, Coaching, Excel, Event Management, Team Leadership, PowerPoint, Foreign Exchange..., Investments, Equity Derivatives, VBA, Matlab, Microsoft Excel, Interest Rate Swaps, Banking, Portfolio Management, Fixed Income, Finance, Financial Analysis, FX Options, Trading, Valuation, Hedging, Market Risk, Commodity, Financial Markets, Securities, Analysis, Bloomberg, Foreign Exchange, Capital Markets, Wealth Management
Education
Kent State University 2003 — 2004
MS, Financial Engineering
Kent State University 1999 — 2003
BA, Finance
Mount Union College 1999 — 1999
PNC Capital Advisors September 2015 - Present
Fail-Safe Solutions, LLC August 2014 - August 2015
Piasecki Aircraft Corporation December 2012 - July 2013
NASC June 2009 - December 2012
The Vanguard Group June 1997 - February 2009
The Vanguard Group 1997 - 2008
Navmar Inc. 1991 - 1997
Skills
Fixed Income, Investments, Risk Management, UAV, Project Management, Business Development, Program Management, Data Management, Performance Attribution, Systems Engineering, Analysis, Financial Services, Leadership, Bonds, Trading, Integration, Mutual Funds, Investment Management, Financial Modeling, Management, Business Process, Business Intelligence, Portfolio Management, Equities, Asset Management, Relationship Management, Trading Systems, Testing, Contract Negotiation, Security, Networking, Proposal Writing, Training, Strategic Planning, Finance, Business Analysis, Team Building, Strategy, Budgets, Financial Analysis, Financial Risk, Asset Allocation, Vendor Management, Project Planning, Process Improvement
Education
Villanova University 1991 — 1994
MSEnvEngr, Water Resources and Environmental Engineering
Widener University 1989 — 1991
BSEE, Electrical Engineering
Kutztown University of Pennsylvania 1984 — 1988
BSBA, Marketing & Management
William Tennent 1980 — 1984
PNC Capital Advisors August 2014 - Present
PNC October 2011 - August 2014
PNC September 2009 - October 2011
Allegiant Asset Management May 2004 - September 2009
Strong Capital Management September 2002 - May 2004
Rockhaven Asset Management August 1999 - September 2002
Legg Mason Capital Management December 1996 - August 1999
Skills
Investments, Asset Management, Mutual Funds, Asset Managment, Asset Allocation, Strategy, Consulting, Investment Management, Investment Advisory, Hedge Funds, Alternative Investments, Private Equity, Investment Strategies, Financial Services, Banking, Leadership, Business Strategy, Business Development, Marketing Strategy, Change Management, Financial Analysis, Strategic Financial..., Relationship Management, Project Management, Strategic Planning, Institutional..., Financial Advisory, Retirement Planning, 401k, Retirement, High Net Worth..., Pensions, Separately Managed..., Client Services
Education
The Johns Hopkins University 1993 — 1997
BA, International Studies, Economics
PNC Capital Advisors July 2015 - Present
PNC Capital Advisors July 2014 - Present
PNC Investments May 2013 - July 2014
Edward Jones May 2009 - May 2013
Scottrade February 2008 - May 2009
JCU Student Health Center September 2005 - May 2006
Education
John Carroll University 2005 — 2009
BSBA, Finance, Business Information Systems
Wells Fargo Advisors April 2009 - Present
PNC Capital Advisors September 2005 - March 2009
Wilmington Trust April 1998 - September 2005
Wilmington Trust Company January 1998 - January 2005
North American Trust Company (now City National Bank) January 1995 - January 1998
Paine Webber January 1986 - January 1995
Exxon Corporation January 1980 - January 1986
Education
San Diego State University-California State University 1995 — 1997
MBA Finance, Finance
The University of Texas at Austin 1978 — 1980
Master's, Petroleum geology
The University of Texas at Austin 1978 — 1980
Master's Degree, Petroleum Geology
Bucknell University 1975 — 1978
B.S., Geology
Lower Merion High School 1971 — 1974
High School Diploma
PNC Capital Advisors August 2011 - Present
T.Rowe Price April 2010 - August 2011
BNY Mellon August 2003 - April 2010
Skills
Bloomberg, Finance, Mutual Funds, Financial Analysis, Equities, Financial Services, Securities, Fixed Income, Analysis, Portfolio Management, Investments
Education
Elon University 1999 — 2003
Bachelor of Science (B.S.), Accounting and Business/Management
PNC Capital Advisors January 2013 - Present
Centre College October 2011 - May 2012
Colonel Corps, Centre College October 2010 - May 2012
Cleveland Indians June 2011 - August 2011
Wachovia Securities July 2011 - July 2011
Skills
Economics, Stata, Microsoft Excel, Research, Microsoft Office, PowerPoint, Financial Modeling, Data Analysis, Valuation, Public Speaking, Microsoft Word, Advent Portfolio Systems
Education
Centre College 2008 — 2012
Bachelor of Science, Economics, Minors in Mathematics and Political Economy
PNC Capital Advisors May 2011 - Present
Merrill Lynch October 2009 - May 2011
Transamerica 2007 - 2009
Allianz Life 2006 - 2007
Touchstone Funds 2002 - 2007
Education
Denison University 1998 — 2002
B.A., Economics
Anderson High School 1994 — 1998
PNC Capital Advisors 2012 - Present
BNP Paribas Investment Partners, Fortis Investments 2007 - 2011
ABN AMRO Asset Management 2004 - 2007
ABN AMRO Asset Management 1997 - 2004
Bank of America 1994 - 1997
Boulevard Bank, Chicago 1985 - 1994
Skills
Asset Management, Relationship Development, Fixed Income, Portfolio Management, Structured Products, Treasury Management, Funding, Investment Management, Institutional..., Absolute return..., Financial Markets, Series 7, Financial Modeling, Equities, Investment Strategies, Bonds, Derivatives, Asset Allocation, Alternative Investments, Pension Funds, Capital Markets, Investments
Education
Loyola University of Chicago 1985 — 1989
MBA
University of Michigan 1978 — 1982
BA, Economics
Farnham Grammar School, Surrey, UK 1970 — 1976
PNC Capital Advisors April 2012 - Present
Argent Capital March 2007 - April 2012
Charles Schwab August 1996 - March 2007
Skills
Financial Services, Investments, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Portfolio Management, Investment Management, Investment Advisory, Finance, Investment Strategies, Series 7, Defined Benefit, Series 63, Fixed Income, Hedge Funds, Retirement Planning, 401k, Institutional Investors, Planned Giving, Defined Contribution, Taft-Hartley, Endowments, Pensions, Retirement Plan..., Relationship Management, Pension Funds
Education
Florida State University 1992 — 1996
Bachelor's degree, Finance and Financial Management Services
The Newport Group April 2010 - Present
PNC Capital Advisors June 1999 - September 2009
Skills
Equity Research, Portfolio Management, Investment Strategies, Mentoring, Manager Research, Financial Modeling, Mutual Funds, Asset Allocation, Asset Management
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2008
MBA
University of Virginia 1996 — 1999
BS
PNC Capital Advisors February 2008 - Present
UBS Global Asset Management July 2004 - February 2008
UBS February 2003 - July 2004
PaineWebber July 2001 - January 2003
PaineWebber July 2000 - April 2001
Skills
Alternative Investments, Asset Allocation
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Global Management
Villanova University 1996 — 2000
Finance
PNC Capital Advisors February 2005 - July 2011
Citigroup Asset Management May 2001 - February 2005
Education
University of Richmond 1996 — 2000
University of Richmond - Robins School of Business 1996 — 2000
Transamerica Capital, Inc June 2013 - Present
PNC Capital Advisors October 2006 - June 2013
Allegiant Asset Management October 2006 - February 2010
Touchstone Investments 1998 - 2006
Countrywide Investments 1997 - 1999
Protective Life 1996 - 1998
Skills
Mutual Funds, Investments, Asset Managment, Leadership, Management, Marketing, Asset Management, Series 7, Series 63, Wealth Management, Asset Allocation, Relationship Management, Portfolio Management, Alternative Investments, Retirement Planning, Investment Advisory, Securities, Series 6, Separately Managed...
Education
Northern Kentucky University 1991 — 1995
The Ohio State University 1990 — 1991
Business
PNC Capital Advisors September 2014 - Present
PNC Capital Advisors October 1994 - Present
Skills
Wealth Management, Asset Allocation, Portfolio Management, Equities, Investments, Mutual Funds
Education
Saint Louis University 1998 — 2001
Masters of Finance
Southern Illinois University, Edwardsville 1990 — 1995
Bachelor's Degree, Business Adminstration
PNC Capital Advisors December 2011 - Present
UBS Wealth Management October 2010 - December 2011
Neuberger Berman July 2008 - October 2010
Robeco Investment Management January 2006 - July 2008
Alliance Capital Management 2000 - 2006
Skills
Asset Allocation, Securities, Relationship Management, Wealth Management, Mutual Funds, Municipalities, Bonds, Fixed Income, Portfolio Management, Series 7, Series 63, Separately Managed...
Education
Fordham Gabelli School of Business 2005 — 2009
MBA, Finance and Marketing
Lehigh University - College of Business and Economics 1995 — 1999
BS, Finance
Aspen High School
Aspen High School
PNC Capital Advisors March 2014 - Present
PNC Capital Advisors June 2012 - March 2014
PNC Capital Advisors April 2011 - June 2012
PNC Capital Advisors March 2006 - April 2011
The Vanguard Group September 2003 - March 2006
The Vanguard Group June 2000 - September 2003
The Vanguard Group June 1999 - June 2000
Skills
Equities, Financial Risk, Fixed Income, Mutual Funds, Asset Allocation, Economics, Investment Strategies, Portfolio Management, Bloomberg, Investments
Education
Franklin & Marshall College 1995 — 1999
BA, Economics
Villanova University 2008 — 2011
Mathematics
La Salle College High School 1991 — 1995
Academic
Federated Insurance May 2014 - Present
PNC Capital Advisors 2007 - 2014
Mutual of Omaha 1997 - 2006
T. Rowe Price 1989 - 1997
Skills
Asset Managment, Capital Markets, Asset Management, Banking, Hedge Funds, Derivatives, Alternative Investments, Equities, Financial Modeling, Wealth Management, Series 7, Investment Banking, Asset Allocation, Fixed Income, Portfolio Management, Structured Finance, Investments, Securities, Credit, Bloomberg, Valuation, Credit Analysis, Risk Management, Mutual Funds
Education
Harvard Business School
Executive Education, Investment Management Workshop
Tulane University - A.B. Freeman School of Business
MBA
University of Pittsburgh
Bachelor of Arts (BA)
PNC Capital Advisors December 2000 - Present
Legg Mason June 1998 - December 2000
Skills
Mutual Funds, Fixed Income, Bloomberg, Money Market, Commercial Paper, Money Market Funds, Trading, Asset Managment, Portfolio Management, Bonds
Education
Loyola University Maryland 2001 — 2003
MBA, Finance
Salisbury University - Perdue School of Business 1994 — 1998
Bachelor of Science, Business - Finance/Economics
Mercer September 2010 - Present
PNC Capital Advisors April 2008 - November 2008
Nuveen Investments April 2007 - September 2007
Education
Drexel University 2009 — 2010
MBA, Investment Management
Drexel University 2005 — 2009
B.S., Finance
PNC Capital Advisors 2006 - Present
PNC Advisors 1987 - 2005
Skills
Fixed Income, Asset Managment, Collateral Management, Options, SWIFT messaging, Enterprise Risk..., Enterprise Data, Market Data, Regulatory Affairs, Dodd-Frank, Quantitative Analytics, Data Analysis, Investment Management, Financial Services, Hedge Funds, Securities, Investments, Mutual Funds, Settlement, Equities, Bonds, Bloomberg, Series 7, Asset Management
Education
Villanova University 1982 — 1982
B.S., Economics
Boston University 1978 — 1981
economics, Business
PNC Capital Advisors February 2001 - Present
Vanguard 1996 - 2001
Skills
Asset Allocation, Series 63, Capital Markets, Fixed Income, Series 7, Portfolio Management, Securities, Investments, Asset Management, Bonds, Valuation, Asset Managment
Education
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2001
MBA, Finance
Kutztown University of Pennsylvania 1992 — 1996
BS - Business Administration
PNC Capital Advisors (formerly Allegiant Asset Management) 1996 - Present
PNC Capital Advisors April 1996 - April 2013
Merrill Lynch 1994 - 1996
Skills
Equity Research &..., Portfolio Management, Investment Strategies, DCF Valuation, Economic Research, Economic Modeling, Company Valuation, Presentations, Business Development, Equity Capital Markets, Asset Allocation, Asset Management, Fixed Income, Fixed Income Analysis, Mutual Funds
Education
University of Michigan 1992 — 1994
MBA, Finance & Corporate Strategy
George Mason University - School of Management 1986 — 1990
Bachelor of Science (B.S.), Finance
PNC Capital Advisors 2010 - Present
PNC Financial Services Group 2009 - 2009
National City Corporation 2007 - 2008
National City Corporation July 2006 - July 2007
Spin Off Advisors 2005 - 2005
Ernst & Young 1999 - 2004
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance, Economics, and Strategy
University of Notre Dame 1995 — 1999
BBA, Accountancy
PNC Capital Advisors March 2006 - Present
JPMorgan Asset Management 1995 - 2006
Huntington Bank (Formerly Mahoning National Bank) June 1992 - June 1995
M&T Bank November 1986 - June 1992
Education
State University of New York at Buffalo - School of Management 1989 — 1992
MBA, Finance
University at Buffalo 1981 — 1986
BA, Economics
PNC Capital Advisors August 2014 - Present
PNC Investments May 2011 - August 2014
PNC Capital Advisors May 2007 - May 2011
Victory Capital Management 1996 - 2007
Sun Newspapers 1989 - 1996
Skills
CRM, Product Management, Series 7, Securities, Sales Management, Retirement Planning, Wealth Management, Portfolio Management, Series 63, Relationship Management, Investments, Mutual Funds, Asset Managment, Trading, Strategic Financial...
Education
Baldwin-Wallace College 2007 — 2012
MBA, Business Systems
Baldwin Wallace University 1996 — 2000
BA, Business
PNC Bank, National Association August 2014 - Present
PNC Capital Advisors March 2012 - August 2014
PNC Wealth Management September 2009 - March 2012
PNC Wealth Management August 2007 - August 2009
PNC Wealth Management December 2006 - July 2007
PNC Wealth Management April 2006 - November 2006
PNC October 2004 - March 2006
Skills
Investments, Asset Allocation, Mutual Funds, Wealth Management, Investment Management, Asset Management, Investment Advisory, Alternative Investments, Securities, Credit, Portfolio Management, Equities, Fixed Income, Investment Strategies, Hedge Funds, Private Equity, Wealth Management..., Bonds, Retirement Planning, Financial Services, Valuation, Capital Markets, Derivatives
Education
University of Missouri-Columbia, College of Business 1998 — 2002
Finance and Banking, Finance
PNC Capital Advisors June 2015 - Present
Turner Investments, L.P. April 2014 - December 2014
Echo Point Investment Management October 2010 - October 2012
Morgan Stanley Investment Management 2009 - October 2010
Morgan Stanley Investment Management February 2004 - 2009
Morgan Stanley Investment Management 2002 - 2004
Morgan Stanley Investment Management March 2000 - December 2001
Morgan Stanley Investment Management 1996 - 2000
Miller Anderson & Sherrerd 1990 - 1995
Deloitte 1987 - 1990
Skills
Alternative Investments, Hedge Funds, Equities, Asset Managment, Fixed Income, Investment Management, Mutual Funds, Investments, Portfolio Management, Investment Strategies, Private Equity, Asset Allocation
Education
Penn State University
Bachelor of Science, Accounting, University Scholars Program
JS Asset Management LLC 2006 - Present
PNC Capital Advisors 2003 - 2006
Harold C. Brown & Co. 2001 - 2003
Lincoln Financial Group 1996 - 2000
Skills
Equity Research, Asset Management, Valuation, Investments, Portfolio Management, Equities, Financial Modeling, Hedge Funds, Capital Markets
Education
Tulane University 1992 — 1995
M.A., Economics
Renmin University of China 1988 — 1991
Master, Industrial Economics
Sun Yat-Sen University 1984 — 1988
Bachelor, Management
Maryland State Retirement and Pension System February 2011 - Present
OMNITEC Solutions, Inc. July 2010 - February 2011
PNC Capital Advisors July 2006 - March 2009
BB&T Asset Management July 2000 - June 2006
H&R Block Financial Advisors 1997 - 2000
Education
University of North Carolina at Chapel Hill 1986 — 1990
Wells Fargo August 2014 - Present
Wells Fargo May 2013 - August 2014
Wells Fargo March 2011 - May 2013
PNC Capital Advisors September 2007 - April 2009
T Rowe Price September 2005 - December 2006
Skills
Financial Modeling, Equity Valuation, Financial Statement..., Competitive Analysis, Due Diligence, Analysis, Business Valuation, Equity Research, Bloomberg, Equities, Valuation, Structured Finance, CLO, Corporate Trust, CDO, Trustee, Asset-backed..., Securitization, MBS
Education
Loyola University Maryland 2005 — 2008
Master of Science, Finance
Goucher College 2000 — 2005
Bachelor of Arts, Management
PNC Capital Advisors December 2009 - August 2015
ABN AMRO Asset Management June 1996 - January 2004
Scudder Kemper Investment Management January 1993 - June 1996
Skills
Asset Management, Investments, Alternative Investments, Series 7, Institutional Marketing, Global Fixed Income, Consultant Relations, Fixed Income
Education
University of Detroit Mercy
MBA, Finance
PNC Capital Advisors September 2013 - Present
Education
Penn State, UMAss
Bachelor's Degree
University of Massachusetts at Amherst - Isenberg School of Management
MBA, Business
Hartland & Co. June 2012 - Present
PNC Investments October 2010 - June 2012
PNC Capital Advisors April 2006 - October 2010
Skills
Investments, Equities, Asset Management, Mutual Funds, Portfolio Management, Asset Allocation, Alternative Investments, Financial Modeling, Investment Management, Financial Analysis
Education
John Carroll University 2006 — 2009
MBA, Finance
Cleveland State University 2001 — 2006
BA, Finance
CFA Charterholder
PNC Capital Advisors September 2005 - Present
Victory Capital Management June 2002 - October 2004
Intellinex July 2000 - February 2002
Elyria Chronicle-Telegram 1972 - 2000
Skills
Marketing, Strategic Communications, Editing, Time Management, Team Building, Layout, Marketing Strategy, Marketing Communications, Relationship Management
Education
University of Dayton 1968 — 1972
B.A., Communication Arts
Maryland State Retirement and Pension System August 2010 - Present
Enterprise Homes Inc. May 2010 - August 2010
PNC Capital Advisors June 1998 - December 2009
USF&G Realty Advisors April 1991 - June 1998
USF&G November 1984 - April 1991
Skills
Real Estate Investment, Private Equity, Portfolio Management
Education
Loyola University Maryland 1986 — 1988
MSF, Finance
Loyola University Maryland 1980 — 1984
BBA, Business; Finance
Pratt Capital LLC December 2009 - Present
PNC Capital Advisors November 2005 - September 2009
Brown Investment Advisory 1997 - 2005
Skills
Portfolio Management, Investments, Alternative Investments, Equities, Asset Management, Asset Allocation, Investment Strategies, Management, Hedge Funds, Investment Management, Fixed Income, Capital Markets, Investment Advisory, Securities
Education
Columbia University - Columbia Business School 1996 — 1997
MBA, Finance
Rutgers College 1989 — 1993
BS, Finance
PNC Capital Advisors August 2000 - Present
NatCity Investments Inc (currently PNC Investments) December 1997 - August 2000
Mc Donald & Comany Securities June 1994 - December 1997
Education
John Carroll University 1990 — 1994
BS, Industrial and Organizational Psycology
PNC BANK May 2011 - Present
PNC Capital Advisors May 2011 - Present
MITORE LLC August 2009 - April 2011
JR Capital, Inc 2003 - 2009
Business Development LLC 2000 - 2002
Trilogy Capital Management 1997 - 2000
New York Mercantile Exchange 1990 - 1997
Skills
Investments, Portfolio Management, Alternative Investments, Financial Services, Derivatives, Business Development, Venture Capital, Investment Management, Due Diligence, Asset Management, Mutual Funds, Asset Allocation, Investment Strategies, Series 7, Series 63, Fixed Income, Business Strategy
Education
Touro College 1987 — 1990
BA, Political Science
PNC Capital Advisors April 2005 - Present
Harris Investment Management Co. October 1999 - April 2005
First Analysis Corporation May 1989 - September 1999
Skills
Series 7, Portfolio Management, Mutual Funds, Investments, Equities, Series 63, Series 65
Education
J.L. Kellogg Grad School of Mgmt 1982 — 1984
MBA, Finance, General
Northwestern University 1976 — 1980
Bachelor of Science (B.S.), Mechanical Engineering
PNC Capital Advisors August 2013 - Present
Fitch Ratings September 2005 - August 2013
Township of Randolph 2004 - 2006
A.G. Edwards & Sons, Inc. 2001 - 2004
Skills
Public Finance, Municipal Bonds, Fixed Income, Bonds, Credit Analysis, Capital Markets, Securities
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1998 — 1999
MPA, State and Local Government Finance
Rutgers College/Rutgers University 1995 — 1998
BA, Political Science
Sanofi Pasteur April 2015 - Present
Sanofi Pasteur August 2014 - Present
PNC Capital Advisors June 2013 - August 2013
GIOBA Education September 2012 - October 2012
Hershey Country Club June 2011 - August 2011
Skills
Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Event Planning, Facebook, Time Management, Fundraising, Customer Service, Marketing Communications, Team Leadership, Data Analysis, Leadership
Education
Susquehanna University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, Global Management
PNC Capital Advisors 2013 - Present
PNC Capital Advisors 2003 - 2013
Banc of America Securities May 2001 - August 2001
Nuveen Investments 1997 - 2000
Skills
Chartered Financial...
Education
Washington University in St. Louis - Olin Business School 2000 — 2002
MBA, Finance
University of Dayton 1992 — 1996
BA, English
PNC Capital Advisors March 2014 - Present
PNC January 2007 - Present
Mercantile Safe Deposit & Trust November 2004 - January 2007
Education
Dartmouth College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Loyola College in Maryland 2003 — 2005
Master of Science (MS), Finance
PNC Capital Advisors October 2011 - Present
Legg Mason 2001 - 2011
Skills
Mutual Funds, Asset Management, Securities, Investments, Equities, Hedge Funds, Investment Advisory, Alternative Investments, FINRA, Financial Services
Education
Loyola University Maryland
Bachelor’s Degree, Accounting