PNC Institutional Asset Management
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PNC Institutional Asset Management 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 Institutional Asset Management February 2011 - Present
New York Life Insurance Company 2009 - 2010
FBR February 2004 - July 2007
Citigroup (Salomon Brothers) 1994 - 2002
Salomon Brothers 1995 - 1999
Public Resources Advisory Group 1991 - 1993
The PFM Group 1989 - 1991
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Princeton University 1985 — 1989
Bachelor or Arts, Politics
The Sidwell Friends School 1981 — 1985
PNC Institutional Asset Management August 2011 - Present
Skills
Team Building, Nonprofits, Event Planning, Non-profits
Education
College of Charleston 2004 — 2008
BA, Political Science, Math, Studio Art
Xavier University
MBA graduate course work
PNC Institutional Asset Management 2003 - Present
Evergreen Private Asset Management 1998 - 2003
Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Mutual Funds, Investment Strategies, Banking, Financial Analysis, Asset Management, Loans, Commercial Lending, Finance, Financial Services, Credit Analysis, Financial Modeling, Credit
Education
University of Scranton
Bachelor of Science (BS), Economics and Finance
University of Scranton
Master of Business Administration (MBA), Finance
PNC Institutional Asset Management August 2015 - Present
PNC Wealth Management 2013 - 2015
USAA 2010 - 2013
San Antonio Citizens FCU 2008 - 2009
Skills
Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Strategic Financial..., Retirement, Investments, Fixed Annuities, Insurance, Banking, Series 7, Series 66
Education
Penn State University 2000 — 2004
Bachelor of Science (BS), International Business
Instituto Tecnológico y de Estudios Superiores de Monterrey 2002 — 2002
PNC Institutional Asset Management May 2014 - Present
PNC Financial Services May 2011 - April 2014
PNC Bank Capital Markets August 2003 - April 2011
National Australia Bank 2002 - 2003
Credit Agricole Indosuez 1999 - 2002
Standard Chartered Bank 1993 - 1999
Skills
Risk Management, Portfolio Management, Emerging Markets, Banking, Commercial Banking, Hedge Funds, Financial Analysis, Credit, Alternative Investments, Credit Analysis, Investment Banking, Commercial Lending, Capital Markets, Public Speaking, Writing, Communication, Risk Assessment, Foreign Exchange, Leadership, Relationship Management, FX Hedging
Education
Penn State University 2004 — 2006
MBA, Finance & Strategy
Penn State University 1986 — 1989
BA, General Arts and Sciences
PNC Institutional Asset Management May 2007 - Present
US Asset Management November 2005 - May 2007
Skills
Asset Management, Mutual Funds, Asset Allocation, Series 7, Securities, Investment Advisory, Hedge Funds, Portfolio Management, Alternative Investments, Investments, Investment Management, Fixed Income, Wealth Management, Asset Managment, Equities, Risk Management, Capital Markets, Series 63, Retirement Planning, 401k, Investment Strategies, Financial Services
Education
Penn State University 1977 — 1982
BS, Finance
North Hills High School 1973 — 1977
PNC Institutional Asset Management March 2015 - Present
PNC Capital Advisors, LLC March 2015 - Present
PNC Capital Advisors LLC April 2012 - Present
PNC Institutional Investments November 2010 - Present
PNC Institutional Investments October 2007 - November 2010
PNC Institutional Investments April 2006 - October 2007
Sandy Spring Bank December 2003 - April 2006
Legg Mason October 1997 - June 2003
Skills
Asset Allocation, Investments, Mutual Funds, Asset Management, Portfolio Management, Investment Management, Retirement Planning, Retirement, Financial Advisory, Defined Benefit, Finance, Due Diligence, Institutional..., Endowments, Defined Contribution
Education
Roanoke College 1991 — 1994
Bachelor of Arts
PNC Institutional Asset Management July 2002 - Present
Mercantile Bank & Trust Co. July 2002 - September 2007
Johns Hopkins School of Advanced International Studies 1999 - 2000
The Aspen Institute February 1998 - November 1999
Kaiser Associates January 1997 - December 1997
Skills
Investments, Portfolio Management, Planned Giving, Wealth Management, Asset Allocation, Mutual Funds, Philanthropy, Investment Advisory, High Net Worth..., Asset Management, Securities, Investment Strategies, Relationship Management, Estate Planning, Investment Management, Equities, Fixed Income
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
MBA
Sweet Briar College 1992 — 1996
AB
University of St. Andrews 1994 — 1995
Junior Year Abroad
PNC Institutional Asset Management July 2015 - Present
BNY Mellon Wealth Management 2009 - July 2015
Columbia Management 1998 - 2008
Bainco International Investors 1993 - 1998
Hellman, Jordan Management Co. 1991 - 1993
Skills
Equity Research, Equities, Portfolio Management, Asset Allocation, Hedge Funds, Investment Strategies, Mutual Funds, Equity Valuation, Alternative Investments, Asset Managment, Fixed Income, Investments, Bloomberg, Valuation, Wealth Management, Investment Advisory, Financial Modeling, ETFs, Morningstar, Investment Management
Education
Bentley University
Master's Degree, Finance
Towson University
Bachelor's Degree, Finance
PNC Institutional Asset Management July 2015 - Present
1919 Investment Counsel, a Stifel Financial Company 2005 - June 2015
Legg Mason Investment Counsel 2005 - November 2014
PNC Advisors, A Division of PNC Bank, Philadelphia, PA 2004 - 2005
PNC Advisors, A Division of PNC Bank, Scranton, PA 2002 - 2004
Legg Mason Inc., Philadelphia, PA 2001 - 2002
Skills
Equities, Portfolio Management, Valuation, Investments, Equity Research, Investment Banking, Securities, Analysis, Bloomberg, Wealth Management, Forecasting, Hedge Funds, Investment Management, Capital Markets, Financial Modeling, Fixed Income
Education
Penn State University 1997 — 2001
B.S. in Finance, Minor in Economics
Dallas Senior High School 1994 — 1997
PNC Institutional Asset Management April 2011 - Present
Fisher College of Business September 2009 - June 2011
Lancaster Pollard July 2010 - September 2010
Altair Advisers, LLC 2006 - 2009
Huron Consulting Group July 2003 - March 2006
Skills
Financial Accounting, Due Diligence, Financial Modeling, Investment Management, Valuation, Financial Analysis, Corporate Finance, Risk Management, Business Valuation, Strategic Financial..., Economics, Investment Advisory, Accounting, Management Consulting, Financial Reporting, Analysis, Forecasting, Writing, Fundamental Analysis, Strategic Thinking, Portable Alpha, Competitive Analysis, Equity Research
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
MBA, Investment Management
Miami University 1999 — 2003
BS, Economics
PNC Institutional Asset Management October 2009 - Present
National City Bank 2004 - 2009
Provident Bank 1996 - 2004
Education
Ohio University 1992 — 1996
BS, Mathematics
PNC Institutional Asset Management October 1999 - Present
Supportive Older Women's Network 2008 - 2010
Skills
Portfolio Management, Wealth Management, Investments, Strategy, Asset Management, Asset Allocation, Mutual Funds, Microsoft Excel, Financial Analysis, Mergers & Acquisitions, Business Strategy, Leadership, Equities, Financial Modeling, Nonprofits, Securities, Alternative Investments, Banking
Education
Drexel University 2003 — 2004
MBA
Douglas College, Rutgers
PNC Institutional Asset Management February 2015 - Present
PNC Institutional Investments May 2012 - February 2015
PNC June 1999 - June 2012
Federated Investors 1992 - 1999
Education
Robert Morris University 1990 — 1992
MBA, Business Administration and Management, General
University of Pittsburgh 1984 — 1990
Bachelor's degree, Literature