Hawthorn, PNC Family Wealth
Industry: Company
DescriptionFounded: 1997 Parent organization: PNC Financial Services
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Hawthorn, PNC Family Wealth Employees
ICONIQ Capital June 2014 - Present
Hawthorn, PNC Family Wealth June 2012 - January 2014
Glenmede June 2011 - August 2011
Hangley Aronchick Segal Pudlin & Schiller May 2010 - August 2010
Skills
Litigation, Investments, Securities, Estate Planning, Legal Research, Corporate Finance, Westlaw, Mergers, Wealth Management, Financial Modeling, Legal Writing, Alternative Investments, Mergers & Acquisitions, Investment Advisory, Asset Allocation, Mutual Funds
Education
University of Colorado School of Law 2009 — 2012
Doctor of Law (J.D.)
Wake Forest University 2005 — 2009
Bachelor of Arts (B.A.), History
The Agnes Irwin School 1997 — 2005
CM Wealth Advisors August 2015 - Present
Hawthorn, PNC Family Wealth June 2005 - July 2015
National City Bank October 1999 - June 2005
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Teamwork, Customer Service, Data Entry, Financial Analysis, Financial Planning
Education
St. Joseph Academy 1989 — 1992
Cuyahoga Community College
Glenmede Trust Company September 2013 - Present
Hawthorn, PNC Family Wealth July 2011 - June 2013
PwC September 1999 - June 2011
Skills
Wealth Management..., Wealth, Cash Flow Forecasting, Financial Services, Investments, Trust Services, Financial Modeling, High Net Worth..., Strategy, Banking, Financial Planners, Financial Advisory, Insurance, Retirement, Strategic Financial..., Financial Planning, Management, Wealth Management
Education
Rutgers University School of Law - Camden 1996 — 1999
JD, Law
Liberty University 1990 — 1994
BS, Accounting
J.P. Morgan August 2015 - Present
Hawthorn, PNC Family Wealth May 2011 - August 2015
PNC Wealth Management August 2007 - May 2011
Mercantile Safe-Deposit & Trust Company June 2006 - August 2006
Skills
Microsoft Office, Asset Protection, Lotus Notes, Account Administration, Relationship Management, SharePoint, Strategic Financial..., Trust Management, Charitable Trusts, Retirement Planning, Family Office, Siebel 7.x, Investment Management, Asset Managment, Oral & Written..., AMTrust, Asset Management, Wealth Management, Finance, Insurance, Asset Allocation, Microsoft Excel, Microsoft Word, Manage Client..., Multi Tasking, Cross Selling, Banking, Adobe, High Net Worth..., Pipeline Management, Alternative Investments, Private Equity, Wealth Management..., Investment Strategies, Financial Planning, Financial Services
Education
Gettysburg College 2003 — 2007
Bachelors of Arts, Psychology Major, Economics Minor
Virginia Episcopal School 2000 — 2003
Hawthorn, PNC Family Wealth January 2013 - Present
Calvin Investment Group November 2006 - 2013
Wells Fargo / CoreStates January 1986 - August 1998
Skills
Strategy, Project Management, Sales, Finance, Project Planning, Financial Analysis, Wealth Management, Business Development, Mergers & Acquisitions, Marketing Strategy, Program Management, Business Analysis, Relationship Management, Team Building, Budgets, Banking, Asset Allocation, Leadership, Management, Public Speaking, New Business Development
Education
Fairleigh Dickinson University
Master of Business Administration (M.B.A.), Marketing
Fairleigh Dickinson University
Bachelor's degree, Marketing/Marketing Management, General
Hawthorn, PNC Family Wealth January 2013 - Present
PNC Wealth Management 2009 - January 2013
National City Bank 1999 - 2009
First of America Bank 1995 - 1999
Skills
Wealth Management, Asset Allocation, Portfolio Management, Asset Management, Financial Services, Financial Analysis
Education
Foothill College
Macomb Community College
Hawthorn, PNC Family Wealth May 2008 - Present
National City Private Client Group July 2000 - May 2008
Skills
Investments, Wealth Management, Asset Allocation, Asset Management, Portfolio Management, Investment Advisory, Investment Strategies, Equities, Mutual Funds, Investment Management, Strategic Financial..., Retirement Planning, Relationship Management, Alternative Investments
Education
Cleveland State University
MBA
Hirtle, Callaghan & Co. February 2007 - Present
Hawthorn, PNC Family Wealth February 1986 - November 2005
Skills
Financial Services, High Net Worth...
Education
Cedar Crest College 1982 — 1984
Bachelor of Arts (BA), Political Science and Government
University of Miami 1980 — 1982
Hawthorn, PNC Family Wealth 2011 - Present
Miramar Services 2008 - 2011
Fifth Third Bank 1989 - 2008
Skills
Wealth Management, High Net Worth..., Investments, Estate Planning, Wealth Management...
Education
Xavier University - Williams College of Business 1990 — 1993
MBA, Business
Ohio Wesleyan University 1982 — 1986
BA, Economic, Management
Hawthorn PNC Family Wealth April 2015 - Present
PNC Wealth Management July 2011 - April 2015
Fifth Third Bancorp January 2010 - March 2011
Fifth Third Bancorp January 2008 - January 2010
FTAM January 2005 - December 2007
Fifth Third Bank Cincinnati December 2002 - December 2004
Fifth Third Bank April 1999 - December 2002
McDonald Investment April 1998 - April 1999
The Ohio Company December 1991 - April 1998
Education
Capital University
Bachelor of Arts, Investment Management
Hawthorn, PNC Family Wealth May 2015 - Present
Elville and Associates January 2013 - May 2015
Robert Half Legal August 2012 - January 2013
Merrill, Cruttenden & Collinson, P.A. January 2012 - July 2012
Gartlan Furey November 2010 - December 2011
Federal Bureau of Prisons January 2010 - June 2010
McMillan Metro P.C March 2009 - September 2009
Circuit Court for Baltimore City, The Honorable John Prevas August 2008 - December 2008
Randolph-Macon College September 2003 - May 2007
Skills
Legal Research, Editing, Legal Issues, Intellectual Property, Policy Analysis, Research, Appeals, Hearings, Personal Injury, Administrative Law, Public Policy, Trial Practice, Depositions, Motions, LexisNexis, Criminal Law
Education
University of Baltimore School of Law 2007 — 2010
Doctor of Law (JD)
University College Dublin
International Law and Legal Studies
Randolph-Macon College 2003 — 2007
BA, Political Science and Government
St. Mary's High School 1999 — 2003
High School
Hawthorn- PNC Family Wealth June 2004 - Present
PNC February 2002 - June 2004
Skills
Wealth Management, Mutual Funds, High Net Worth..., Investment Advisory, Wealth Management..., Trust Services, Relationship Management, Alternative Investments, Investment Management, Estate Planning
Education
Wilmington College 2003 — 2005
Masters, Business Administration
St. Joseph's University 1994 — 1998
BS, Psychology
Hawthorn /PNC Family Wealth March 2014 - Present
Maryland Workforce Corporation July 2010 - March 2014
MD Dept. of Labor, Licensing & Regulation, Division of Workforce Development and Adult Learning July 2007 - July 2010
Anne Arundel Workforce Development Corporation June 2004 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Maryland Baltimore County 1983 — 1985
Bachelor's of Arts, Graphic Design
University of Maryland Baltimore County 1983 — 1985
Bachelor of Arts (B.A.), Graphic Design
Hawthorn, PNC Family Wealth September 2014 - Present
Jackson Cross Partners LLC September 2013 - August 2014
Education
Villanova University School of Law 2010 — 2013
Boston College 2006 — 2010
Bachelor of Arts, Political Science, Art History
Hawthorn, PNC Family Wealth March 2011 - Present
Hawthorn, PNC Family Wealth March 2010 - March 2011
PNC Bank December 2007 - March 2010
Federated Investors August 2006 - November 2007
Skills
Asset Management, Asset Allocation, Budget Management, Equity Research, Equity Valuation, Private Equity, Alternative Investments, Fixed Income, Commodities, Real Estate Investment, Real Estate Finance, Financial Analysis, Financial Planning, Comprehensive Wealth..., Tax Preparation, Investment Strategies, Investment Products, Business Relationship..., Portfolio Management, Investments, Wealth Management..., Asset Managment, Wealth Management, Strategic Financial..., Investment Advisory, Finance, Mutual Funds, Commodity, Real Estate Economics, Equities
Education
Duquesne University 2010 — 2014
MBA, Finance, 4.0
Slippery Rock University of Pennsylvania 2002 — 2006
Business Administration, BSBA Finance, Certificate in Financial Planning
Hawthorn, PNC Family Wealth June 2015 - Present
PNC Investments (Unofficial) September 2014 - June 2015
Merrill Lynch May 2014 - September 2014
BNY Mellon Wealth Management May 2013 - August 2013
BNY Mellon May 2012 - August 2012
Education
Allegheny College 2010 — 2014
Bachelor of Arts (B.A.), Managerial Economics
Upper St. Clair High School
Hawthorn, PNC Family Wealth January 2014 - Present
Education
University of Pennsylvania 2004 — 2006
Master of Public Administration (MPA), Public Finance and Management
Springside Chestnut Hill Academy
Trinity College-Hartford
Bachelor of Arts (B.A.) Cum Laude, Political Science and Government
Hawthorn, PNC Family Wealth April 2015 - Present
Royal Ingredients LLC September 2013 - September 2014
Diamond State Warehousing and Distribution September 2012 - September 2013
Bank of America June 2011 - July 2012
Bank of America May 2008 - June 2011
Applied Card Systems May 2006 - January 2008
Skills
Customer Service, Risk Management, Banking, Credit, Credit Analysis, Management, Mortgage Lending, Loans, Leadership, Microsoft Office, Cold Calling, Customer Experience, Credit Cards, Financial Analysis, Relationship Management, Commercial Banking, Portfolio Management, Credit Risk, Logistics Management, Account Management, Business Analysis, Finance, Freight Forwarding, Freight Brokerage, Process Improvement, Operational Efficiency, reefer, Sales, Microsoft Excel, Training
Education
Penn State University 2005 — 2010
Bachelor of Science, Supply Chain Management and Information Systems
Hawthorn, PNC Family Wealth June 2014 - Present
PNC Wealth Management July 2011 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Wealth Management...
Education
University of Baltimore School of Law 2013 — 2017
Juris Doctorate, Trust and Estates
The College of William and Mary 2003 — 2007
Bachelor's degree, Economics
Hawthorn, PNC Family Wealth March 2014 - Present
The Bryn Mawr Trust Company February 2013 - March 2014
Philadelphia Volunteer Lawyers for the Arts June 2011 - August 2011
Freeman's Auction House June 2010 - August 2010
NBCUniversal, Inc. June 2009 - August 2009
Education
Villanova University School of Law 2012 — 2013
L.L.M., Taxation
Villanova University School of Law 2009 — 2012
J.D.
Trinity College-Hartford 2005 — 2009
B.A., Philosophy
Hawthorn, PNC Family Wealth December 2014 - Present
Guggenheim Investments December 2000 - December 2014
Principal Financial Group June 1999 - December 2000
Accenture (formerly Andersen Consulting) 1993 - 1997
Skills
ETFs, Alternative Investments, Hedge Funds, Mutual Funds, Asset Allocation, Investment Strategies, Portfolio Management, Fixed Income, Equities, Asset Managment, Investments, Series 7, Bloomberg, Derivatives, Securities, Risk Analytics, Credit Risk
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
University of Maryland College Park 1988 — 1992
BS, Mechanical Engineering
Wootton High School 1985 — 1988
Hawthorn, PNC Family Wealth August 2014 - Present
Nepsis Capital Management June 2013 - July 2014
University of Iowa August 2012 - May 2014
The University of Iowa Henry Fund November 2012 - January 2014
Allsteel May 2013 - August 2013
Vistabon Inc March 2011 - January 2013
Riverside Casino and Golf Resort March 2010 - August 2012
Skills
Microsoft Excel, Valuation, Financial Modeling, Leadership, Business Strategy, Business Analysis, Equity Valuation, Microsoft Word, Gaming Industry, Crystal Ball, Data Analysis, Business Development, Equity Research, Training, Management, Problem Solving, Casino Gaming, Communication, Strategic Finance, Consulting, Business Systems..., Management Consulting, Finance Consulting, Group Leadership, Non-profit Leadership, DCF Valuation, Valuation Modeling, Investment Valuation, Asset Management, Asset Allocation
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Hawthorn, PNC Family Wealth December 2013 - Present
Biola University August 2012 - May 2013
self employed August 2012 - May 2013
YMCA of Greater Cleveland June 2012 - August 2012
YMCA of Greater Cleveland June 2011 - August 2011
Biola University August 2010 - May 2011
Skills
Energetic Leader, Innovative, Organized with Strong..., Collaborative Style, Community Outreach, Student Development, Higher Education, Fundraising, Leadership, Microsoft Office, Customer Service, Leadership Development, Management
Education
Biola University 2009 — 2013
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Hawthorn, PNC Family Wealth January 2014 - Present
Hawthorn, PNC Family Wealth October 2011 - January 2014
Law Office of Nicole Perkins Kilcullen, Esq. December 2003 - September 2011
Independence Charter School 2006 - 2010
Duane Morris LLP September 2000 - October 2002
Schnader Harrison Segal & Lewis, LLP September 1999 - September 2000
Morgan Lewis LLP September 1996 - September 1999
Skills
Estate Planning, Trusts, High Net Worth..., Relationship Management
Education
University of Pennsylvania Law School 1993 — 1996
JD
University of Pennsylvania 1986 — 1988
BA
Wellesley College 1984 — 1986
Hawthorn PNC Family Wealth January 2014 - Present
Alan D. Titus, Esq., PLLC April 2010 - January 2014
Gary & Regenhardt, PLLC April 2009 - April 2010
PilieroMazza PLLC December 2006 - April 2009
Alan D. Titus, Esq., PLLC July 2004 - December 2006
Powell Goldstein LLP March 2000 - July 2004
Carr Maloney P.C. September 1996 - March 2000
United States Navy Judge Advocate General's Corp November 1992 - September 1996
Pledger & Santoni 1991 - 1992
Price Waterhouse June 1986 - April 1990
Skills
Estate Planning, Mergers, Contract Negotiation, Small Business, Probate, Wills, Corporate Law, Trusts, Joint Ventures, Estate Administration, Powers of Attorney, Mergers & Acquisitions, Trials, Tax, Legal Writing, Corporate Governance
Education
The George Washington University Law School 1989 — 1992
JD, Law
Cedarville University 1983 — 1986
BA, Accounting
Hawthorn, PNC Family Wealth June 2013 - Present
Wells Fargo August 2008 - June 2013
JP Morgan August 2007 - August 2008
U.S. Trust August 1992 - August 2007
PricewaterhouseCoopers 1990 - 1992
Options, Inc 1988 - 1989
Skills
Alternative Investments, Series 7, Wealth Management..., Wealth, Wealth Management, Personal Financial..., Finance, Asset Management, Loans, Investments, Fixed Income, Corporate Finance, Derivatives, Financial Analysis, Asset Managment, Portfolio Management
Education
New York Law School 1996 — 2000
Wagner College 1984 — 1988
B.S., Arts Administration
Hawthorn - PNC Family Wealth May 2008 - Present
Ernst & Young LLP 1995 - 2007
E & Y 1995 - 2007
Education
Ohio University 1989 — 1993
BBA, Accounting
Hawthorn, PNC Family Wealth September 2014 - Present
PNC Bank, N.A. November 2001 - August 2014
BNY Mellon September 1990 - November 2001
Skills
Asset Allocation, Wealth Management, Portfolio Management, Asset Managment, Retirement Planning, Banking, Investment Strategies, Mutual Funds, Investments, Investment Advisory, Loans, Strategic Financial..., Credit, Securities, Fixed Income, Equities, Alternative Investments, Risk Management, Asset Management
Education
Temple University 1975 — 1979
BS, Business
Hawthorn, PNC Family Wealth September 2014 - Present
Venable LLP September 2008 - September 2014
Education
University of Maryland School of Law 2005 — 2008
J.D., Law
Hawthorn, PNC Family Wealth August 2011 - Present
Key Bank November 1999 - August 2011
National City Bank November 1997 - November 1999
McDonald & Company Investments October 1993 - November 1997
Skills
Wealth, High Net Worth..., Portfolios, Wealth Management, Asset Allocation, Portfolio Management, Asset Management, Equities, Alternative Investments, Investments, Options, Customer Relations
Education
Cleveland State University
B.A., Accounting
Hawthorn, PNC Family Wealth 2006 - Present
Hawthorn at PNC Bank NA March 2000 - Present
Education
Capital University 2004 — 2007
B.A., Liberal Professional Studies
Kent State University 1988 — 1993
International Relations
Hawthorn PNC Family Wealth December 2012 - Present
Semper Trust Company November 1999 - November 2012
First Union National Bank September 1979 - November 1999
Education
Saint Joseph's University
B.A.
Hawthorn, PNC Family Wealth May 2014 - Present
Hawthorn, PNC Family Wealth April 1974 - Present
Skills
Legal Research, Legal Liability
Education
Colorado Technical University 2010 — 2012
Associate of Science (A.S.), Paralegal Studies, 3.83
J.P. Morgan December 2013 - Present
Deloitte September 2011 - December 2013
Ohio Police and Fire Pension Fund November 2010 - September 2011
Hawthorn, PNC Family Wealth September 2007 - November 2010
Sterling, A National City Company June 2001 - August 2007
Education
The University of Akron 1997 — 2001