Hawthorn, PNC Family Wealth

Industry: Company

Description

Founded: 1997 Parent organization: PNC Financial Services

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Hawthorn, PNC Family Wealth Employees

Employee
Years
Job
Industry
Sarah Chappell Sarah Chappell San Francisco, California Details
Sarah Chappell's Hawthorn, PNC Family Wealth Experience June 2012 - January 2014
Job Client Analyst at ICONIQ Capital
Industry Investment Management
Experience
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

Jennifer Bonacci Jennifer Bonacci Cleveland, Ohio Details
Jennifer Bonacci's Hawthorn, PNC Family Wealth Experience June 2005 - July 2015
Job
Industry Banking
Experience
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

David Plotts David Plotts Greater Philadelphia Area Details
David Plotts's Hawthorn, PNC Family Wealth Experience July 2011 - June 2013
Job Managing Director, Director of Wealth Planning at Glenmede Trust Company
Industry Investment Management
Experience
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

Andrew W. Mitchell, CTFA Andrew W. Mitchell, CTFA Dallas, Texas Details
Andrew W. Mitchell, CTFA's Hawthorn, PNC Family Wealth Experience May 2011 - August 2015
Job Trust Administrator, Vice President
Industry Financial Services
Experience
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

Janine McInerney Janine McInerney Fort Washington, Pennsylvania Details
Janine McInerney's Hawthorn, PNC Family Wealth Experience January 2013 - Present
Job Marketing Segment Manager at Hawthorn, PNC Family Wealth
Industry Financial Services
Experience
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

Consuelo Stack Consuelo Stack Greater Detroit Area Details
Consuelo Stack's Hawthorn, PNC Family Wealth Experience January 2013 - Present
Job Investment Associate at Hawthorn, PNC Family Wealth
Industry Financial Services
Experience
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

Jennifer A. Kocan, CFP, CIMA Jennifer A. Kocan, CFP, CIMA Cleveland/Akron, Ohio Area Details
Jennifer A. Kocan, CFP, CIMA's Hawthorn, PNC Family Wealth Experience May 2008 - Present
Job Senior Vice President, Senior Investment Advisor at Hawthorn
Industry Investment Management
Experience
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

Andrea Fritz Andrea Fritz Lafayette Hill, Pennsylvania Details
Andrea Fritz's Hawthorn, PNC Family Wealth Experience February 1986 - November 2005
Job Senior Manager at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
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

Patrick Dolle Patrick Dolle Cincinnati Area Details
Patrick Dolle's Hawthorn, PNC Family Wealth Experience 2011 - Present
Job Senior Vice President & Managing Director at Hawthorn, PNC Family Wealth
Industry Financial Services
Experience
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

Cheryl Rose, CFP, CFA Cheryl Rose, CFP, CFA Cincinnati Area Details
Cheryl Rose, CFP, CFA's Hawthorn, PNC Family Wealth Experience April 2015 - Present
Job Senior Vice President at Hawthorn PNC Family Wealth
Industry Financial Services
Experience
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

Bridgette Becker Bridgette Becker Baltimore, Maryland Details
Bridgette Becker's Hawthorn, PNC Family Wealth Experience May 2015 - Present
Job Vice President, Fiduciary Advisor at Hawthorn, PNC Family Wealth
Industry Financial Services
Experience
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

Kirsten Cataldi Kirsten Cataldi Greater Philadelphia Area Details
Kirsten Cataldi's Hawthorn, PNC Family Wealth Experience June 2004 - Present
Job Vice President/Relationship Mgr at Hawthorn PNC Family Wealth
Industry Financial Services
Experience
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

Debra Klimczyk Debra Klimczyk Baltimore, Maryland Area Details
Debra Klimczyk's Hawthorn, PNC Family Wealth Experience March 2014 - Present
Job at Hawthorn PNC Family Wealth
Industry Financial Services
Experience
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

Amber J. Slattery Amber J. Slattery Greater Philadelphia Area Details
Amber J. Slattery's Hawthorn, PNC Family Wealth Experience September 2014 - Present
Job Officer | Associate Wealth Strategist at Hawthorn, PNC Family Wealth
Industry Law Practice
Experience
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

Jeramy E. Genaway, CFA, CFP® Jeramy E. Genaway, CFA, CFP® Greater Pittsburgh Area Details
Jeramy E. Genaway, CFA, CFP®'s Hawthorn, PNC Family Wealth Experience March 2011 - Present
Job Investment Advisor at Hawthorn, PNC Family Wealth
Industry Banking
Experience
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

Alexandra Tobias Alexandra Tobias Pittsburgh, Pennsylvania Details
Alexandra Tobias's Hawthorn, PNC Family Wealth Experience June 2015 - Present
Job Associate at Hawthorn, PNC Family Wealth
Industry Investment Management
Experience
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

Julia C. Wirts Julia C. Wirts Philadelphia, Pennsylvania Details
Julia C. Wirts's Hawthorn, PNC Family Wealth Experience January 2014 - Present
Job Officer, Associate Investment Advisor at Hawthorn, PNC Family Wealth
Industry Investment Management
Experience
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

Peter Gollmann Peter Gollmann Philadelphia, Pennsylvania Details
Peter Gollmann's Hawthorn, PNC Family Wealth Experience April 2015 - Present
Job Sales & Service Coordinator
Industry Banking
Experience
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

Kara Parker Kara Parker Baltimore, Maryland Area Details
Kara Parker's Hawthorn, PNC Family Wealth Experience June 2014 - Present
Job Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
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

Adrienne Hart Adrienne Hart Philadelphia, Pennsylvania Details
Adrienne Hart's Hawthorn, PNC Family Wealth Experience March 2014 - Present
Job Associate Fiduciary Advisor at Hawthorn, PNC Family Wealth
Industry Financial Services
Experience
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

Mike Dellapa, CFA Mike Dellapa, CFA Washington D.C. Metro Area Details
Mike Dellapa, CFA's Hawthorn, PNC Family Wealth Experience December 2014 - Present
Job Senior Investment Advisor with PNC Hawthorn
Industry Financial Services
Experience
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

Lawrence Epperly Lawrence Epperly Greater Pittsburgh Area Details
Lawrence Epperly's Hawthorn, PNC Family Wealth Experience August 2014 - Present
Job Associate Investment Advisor at Hawthorn PNC Family Wealth
Industry Investment Management
Experience
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

Andrea Donoghue Andrea Donoghue Lakewood, Ohio Details
Andrea Donoghue's Hawthorn, PNC Family Wealth Experience December 2013 - Present
Job Client Service Coordinator at Hawthorn, PNC Family Wealth
Industry Financial Services
Experience
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

Nicole M. Perkins, J.D. Nicole M. Perkins, J.D. Philadelphia, Pennsylvania Details
Nicole M. Perkins, J.D.'s Hawthorn, PNC Family Wealth Experience January 2014 - Present
Job Senior Vice President, Market Director of Fiduciary Services at Hawthorn, PNC Family Wealth
Industry Financial Services
Experience
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

Alan Titus Alan Titus Washington D.C. Metro Area Details
Alan Titus's Hawthorn, PNC Family Wealth Experience January 2014 - Present
Job Vice President and Fiduciary Advisor at PNC Hawthorn Family Wealth
Industry Law Practice
Experience
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

Robin Petty Robin Petty Greater Philadelphia Area Details
Robin Petty's Hawthorn, PNC Family Wealth Experience June 2013 - Present
Job Director of Wealth Strategy, East
Industry Financial Services
Experience
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

Michael Camardo Michael Camardo Cleveland/Akron, Ohio Area Details
Michael Camardo's Hawthorn, PNC Family Wealth Experience May 2008 - Present
Job Wealth Strategist, Vice President at Hawthorn PNC Family Wealth
Industry Banking
Experience
Hawthorn - PNC Family Wealth  May 2008 - Present
Ernst & Young LLP  1995 - 2007
E & Y  1995 - 2007

Education
Ohio University   1989 — 1993
BBA, Accounting

Beth McCabe Beth McCabe Greater Philadelphia Area Details
Beth McCabe's Hawthorn, PNC Family Wealth Experience September 2014 - Present
Job Vice President and Fiduciary Advisor at Hawthorn
Industry Financial Services
Experience
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

Kelly Nowottnick Kelly Nowottnick Baltimore, Maryland Area Details
Kelly Nowottnick's Hawthorn, PNC Family Wealth Experience September 2014 - Present
Job Vice President/Senior Fiduciary Advisor at Hawthorn, PNC Family Wealth
Industry Law Practice
Experience
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

Paula Pikus Paula Pikus Cleveland/Akron, Ohio Area Details
Paula Pikus's Hawthorn, PNC Family Wealth Experience August 2011 - Present
Job Sr. Investment Advisor, SVP at Hawthorn, PNC Family Wealth
Industry Investment Management
Experience
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

Marc Copfer Marc Copfer Cleveland/Akron, Ohio Area Details
Marc Copfer's Hawthorn, PNC Family Wealth Experience 2006 - Present
Job Administrative Officer at Hawthorn and PNC Bank
Industry Banking
Experience
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

Eileen Dougherty, CTFA,CFP,AEP,ChFC Eileen Dougherty, CTFA,CFP,AEP,ChFC Greater Philadelphia Area Details
Eileen Dougherty, CTFA,CFP,AEP,ChFC's Hawthorn, PNC Family Wealth Experience December 2012 - Present
Job Senior Vice President & Senior Relationship Manager
Industry Banking
Experience
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.

Essie Shields Essie Shields Greater Philadelphia Area Details
Essie Shields's Hawthorn, PNC Family Wealth Experience May 2014 - Present
Job Officer, Client Service Coordinator at Hawthorn, PNC Family Wealth
Industry Financial Services
Experience
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

Lisa Cochran, CFP® Lisa Cochran, CFP® Columbus, Ohio Area Details
Lisa Cochran, CFP®'s Hawthorn, PNC Family Wealth Experience September 2007 - November 2010
Job
Industry Financial Services
Experience
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

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