PNC Capital Advisors

Industry: Company

Description

Parent organization: PNC Financial Services Subsidiary: PNC Wealth Management

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PNC Capital Advisors Employees

Employee
Years
Job
Industry
Robert Zeidman Robert Zeidman Greater New York City Area Details
Robert Zeidman's PNC Capital Advisors Experience June 2013 - Present
Job SVP, Director of Outsourced Investment Solutions at PNC
Industry Financial Services
Experience
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

Mark Bucciere, CIMA® Mark Bucciere, CIMA® Cleveland/Akron, Ohio Area Details
Mark Bucciere, CIMA®'s PNC Capital Advisors Experience April 2013 - Present
Job Managing Director, National Accounts at PNC Capital Advisors
Industry Financial Services
Experience
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

Jed Ellerbroek, CFA Jed Ellerbroek, CFA Greater St. Louis Area Details
Jed Ellerbroek, CFA's PNC Capital Advisors Experience August 2011 - Present
Job Senior Analyst
Industry Investment Management
Experience
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

Dennis Nelson Dennis Nelson Greater Philadelphia Area Details
Dennis Nelson's PNC Capital Advisors Experience March 2012 - November 2012
Job Energy and Utilities Industry Analyst at IBM
Industry Financial Services
Experience
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

King Lee King Lee Greater Philadelphia Area Details
King Lee's PNC Capital Advisors Experience March 2014 - Present
Job Graduating Senior: Experienced in Equity Research, Quantitative Analysis and Trade Coordination
Industry Financial Services
Experience
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.)

Brian Eberhardt Brian Eberhardt Cleveland/Akron, Ohio Area Details
Brian Eberhardt's PNC Capital Advisors Experience July 2013 - Present
Job Advisor Operations Senior Analyst at PNC Capital Advisors
Industry Financial Services
Experience
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

Rob Howells Rob Howells Philadelphia, Pennsylvania Details
Rob Howells's PNC Capital Advisors Experience 2003 - Present
Job Portfolio Manager, PNC Capital Advisors
Industry Investment Management
Experience
PNC Capital Advisors   2003 - Present

Education
Saint Joseph's University   2005 — 2011
MBA, Finance

Drexel University   1997 — 2002
Bachelors of Science, Business Administration - Finance

Eric Proszek Eric Proszek Cleveland/Akron, Ohio Area Details
Eric Proszek's PNC Capital Advisors Experience August 2015 - Present
Job AVP, Internal Sales Consultant at PNC Capital Advisors
Industry Investment Management
Experience
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

Deana Miller, MBA, AIF Deana Miller, MBA, AIF Aurora, Ohio Details
Deana Miller, MBA, AIF's PNC Capital Advisors Experience February 2015 - Present
Job AVP, Internal Sales Consultant
Industry Financial Services
Experience
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

Kyle Lagratta, CFA Kyle Lagratta, CFA Baltimore, Maryland Details
Kyle Lagratta, CFA's PNC Capital Advisors Experience August 2014 - November 2014
Job Relationship Management Associate at T. Rowe Price Global Investment Services
Industry Investment Management
Experience
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

Erica Niemann, CFA Erica Niemann, CFA Baltimore, Maryland Area Details
Erica Niemann, CFA's PNC Capital Advisors Experience September 2005 - August 2007
Job Analyst at Lane Five Capital Management
Industry Investment Management
Experience
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

Dennis Mocarski Dennis Mocarski Indianapolis, Indiana Area Details
Dennis Mocarski's PNC Capital Advisors Experience July 2014 - Present
Job Regional DirectorMidwest Region at PNC Capital Advisors
Industry Investment Management
Experience
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

Rachel Slosberg Rachel Slosberg Cleveland, Ohio Details
Rachel Slosberg's PNC Capital Advisors Experience June 2013 - September 2013
Job Change Catalyst & Cleveland Enthusiast
Industry Hospital & Health Care
Experience
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

Sean Rhoderick, CFA Sean Rhoderick, CFA Baltimore, Maryland Area Details
Sean Rhoderick, CFA's PNC Capital Advisors Experience December 2007 - Present
Job Portfolio Manager at PNC Capital Advisors
Industry Financial Services
Experience
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 Stephanie Hartman Houston, Texas Details
Stephanie Hartman's PNC Capital Advisors Experience October 2012 - January 2013
Job Voice and Guitar Instructor
Industry Performing Arts
Experience
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

Stephen Strayer Stephen Strayer Akron, Ohio Details
Stephen Strayer's PNC Capital Advisors Experience February 2012 - Present
Job Senior Vice President and Market Director at PNC Institutional Investments
Industry Banking
Experience
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

Benjamin Sayer Benjamin Sayer Cleveland/Akron, Ohio Area Details
Benjamin Sayer's PNC Capital Advisors Experience March 2015 - Present
Job Product Manager at PNC Capital Advisors
Industry Capital Markets
Experience
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

Scott Kamenir, CFA Scott Kamenir, CFA Chagrin Falls, Ohio Details
Scott Kamenir, CFA's PNC Capital Advisors Experience March 2008 - June 2014
Job Managing Principal at Waypoint Intelligence
Industry Investment Management
Experience
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

James Wineland, AIF® James Wineland, AIF® Cleveland/Akron, Ohio Area Details
James Wineland, AIF®'s PNC Capital Advisors Experience March 2015 - Present
Job Internal Wholesaler
Industry Financial Services
Experience
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

Daniel Castrogiovanni Daniel Castrogiovanni Philadelphia, Pennsylvania Details
Daniel Castrogiovanni's PNC Capital Advisors Experience September 2014 - Present
Job PNC Capital Advisors
Industry Investment Management
Experience
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

Luyi Guo Luyi Guo Greater Philadelphia Area Details
Luyi Guo's PNC Capital Advisors Experience May 2015 - Present
Job Healthcare Investment Management, PNC Capital Advisors
Industry Investment Management
Experience
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

Peter Dischinger Peter Dischinger Chicago, Illinois Details
Peter Dischinger's PNC Capital Advisors Experience September 2007 - April 2013
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
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

Andrew Gillentine Andrew Gillentine Saint Louis, Missouri Details
Andrew Gillentine's PNC Capital Advisors Experience January 2015 - Present
Job VP, Sr. Institutional Client Advisor at PNC Capital Advisors
Industry Investment Management
Experience
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

Pierce Classen Pierce Classen Greater New York City Area Details
Pierce Classen's PNC Capital Advisors Experience June 2013 - August 2013
Job Analyst at MetLife Real Estate Investors
Industry Financial Services
Experience
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

Jasper Odell Jasper Odell Birmingham, Alabama Details
Jasper Odell's PNC Capital Advisors Experience September 2009 - May 2010
Job Senior Business Analyst at JLL
Industry Commercial Real Estate
Experience
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

Jacob Witkowski QKA Jacob Witkowski QKA Cleveland, Ohio Details
Jacob Witkowski QKA's PNC Capital Advisors Experience December 2014 - Present
Job Director, Internal Sales Team at PNC Capital Advisors
Industry Financial Services
Experience
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

James Bailey, CFA James Bailey, CFA Cleveland/Akron, Ohio Area Details
James Bailey, CFA's PNC Capital Advisors Experience January 2015 - Present
Job Senior Institutional Client Advisor at PNC Capital Advisors, LLC
Industry Capital Markets
Experience
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

Phil Sapovits Phil Sapovits Greater Philadelphia Area Details
Phil Sapovits's PNC Capital Advisors Experience September 2015 - Present
Job Director, Municipal Bond Quantitative Research
Industry Investment Management
Experience
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

Holly Harrison Holly Harrison Greater Pittsburgh Area Details
Holly Harrison's PNC Capital Advisors Experience August 2014 - Present
Job Managing Director, Head of Consultant Relations at PNC Capital Advisors
Industry Investment Management
Experience
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

Jason Javers Jason Javers Cleveland, Ohio Details
Jason Javers's PNC Capital Advisors Experience July 2015 - Present
Job VP, Sales Director at PNC Capital Advisors
Industry Financial Services
Experience
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

Gene Pisasale, CFA, CFP Gene Pisasale, CFA, CFP Greater Philadelphia Area Details
Gene Pisasale, CFA, CFP's PNC Capital Advisors Experience September 2005 - March 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
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

Lauren Kast Lauren Kast Baltimore, Maryland Details
Lauren Kast's PNC Capital Advisors Experience August 2011 - Present
Job Fund Administrator @ PNC Capital Advisors
Industry Financial Services
Experience
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

Alex Sterba Alex Sterba Cleveland/Akron, Ohio Area Details
Alex Sterba's PNC Capital Advisors Experience January 2013 - Present
Job Advisor Operations Analyst at PNC
Industry Capital Markets
Experience
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

Matthew Rizzo, CIMA® Matthew Rizzo, CIMA® Columbus, Ohio Area Details
Matthew Rizzo, CIMA®'s PNC Capital Advisors Experience May 2011 - Present
Job VP, Director National Accounts
Industry Financial Services
Experience
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

Simon Reeves Simon Reeves Chicago, Illinois Details
Simon Reeves's PNC Capital Advisors Experience 2012 - Present
Job Director Institutional Sales PNC Capital Advisors
Industry Investment Management
Experience
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

Dustin Gaj Dustin Gaj Greater St. Louis Area Details
Dustin Gaj's PNC Capital Advisors Experience April 2012 - Present
Job Vice President Director of Institutional Sales at PNC Capital Advisors
Industry Financial Services
Experience
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

Kevin Laake, CFA Kevin Laake, CFA Orlando, Florida Area Details
Kevin Laake, CFA's PNC Capital Advisors Experience June 1999 - September 2009
Job Director of Manager Research at The Newport Group
Industry Financial Services
Experience
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

John Linsenmeyer, CIMA® John Linsenmeyer, CIMA® Baltimore, Maryland Area Details
John Linsenmeyer, CIMA®'s PNC Capital Advisors Experience February 2008 - Present
Job PNC Capital Advisors
Industry Financial Services
Experience
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

Amy Carcione (Heiser) Amy Carcione (Heiser) Greater Philadelphia Area Details
Amy Carcione (Heiser)'s PNC Capital Advisors Experience February 2005 - July 2011
Job Portfolio Manager/Trader at PNC
Industry Financial Services
Experience
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

Greg Vinje Greg Vinje Cincinnati Area Details
Greg Vinje's PNC Capital Advisors Experience October 2006 - June 2013
Job SVP, Business Development at Transamerica
Industry Financial Services
Experience
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

James Mineman James Mineman Greater St. Louis Area Details
James Mineman's PNC Capital Advisors Experience September 2014 - Present
Job CoLead Portfolio Manager at PNC Capital Advisors
Industry Financial Services
Experience
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

Jamie Horn Jamie Horn Greater Philadelphia Area Details
Jamie Horn's PNC Capital Advisors Experience December 2011 - Present
Job Municipal Portfolio Specialist at PNC Capital Advisors
Industry Investment Management
Experience
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

Kevin Barger Kevin Barger Baltimore, Maryland Area Details
Kevin Barger's PNC Capital Advisors Experience March 2014 - Present
Job Investment Risk Analyst VP at PNC Capital Advisors
Industry Investment Management
Experience
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

Donna Ennis Donna Ennis Baltimore, Maryland Area Details
Donna Ennis's PNC Capital Advisors Experience 2007 - 2014
Job Portfolio Manager at Federated Insurance
Industry Investment Management
Experience
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)

Kelley (Brunssen) Peel, CFA Kelley (Brunssen) Peel, CFA Baltimore, Maryland Area Details
Kelley (Brunssen) Peel, CFA's PNC Capital Advisors Experience December 2000 - Present
Job Money Market Portfolio Mgr at PNC Capital Advisors
Industry Financial Services
Experience
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

Conner Brown Conner Brown Greater Boston Area Details
Conner Brown's PNC Capital Advisors Experience April 2008 - November 2008
Job Investment Strategy Analyst at Mercer
Industry Financial Services
Experience
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

Duncan Orr Duncan Orr Greater Philadelphia Area Details
Duncan Orr's PNC Capital Advisors Experience 2006 - Present
Job PNC Capital Advisors
Industry Financial Services
Experience
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

Adam Mackey Adam Mackey Greater Philadelphia Area Details
Adam Mackey's PNC Capital Advisors Experience February 2001 - Present
Job Managing Director Municipal Fixed Income
Industry Financial Services
Experience
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

Alex Vallecillo Alex Vallecillo Cleveland/Akron, Ohio Area Details
Alex Vallecillo's PNC Capital Advisors Experience April 1996 - April 2013
Job Portfolio Manager at PNC Capital Advisors
Industry Investment Management
Experience
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

John Graziani, CFA John Graziani, CFA Cleveland/Akron, Ohio Area Details
John Graziani, CFA's PNC Capital Advisors Experience 2010 - Present
Job Fixed Income Risk Analyst at PNC Capital Advisors
Industry Investment Management
Experience
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

Keith Weigel, CFA Keith Weigel, CFA Greater Detroit Area Details
Keith Weigel, CFA's PNC Capital Advisors Experience March 2006 - Present
Job Managing Director, Product at PNC Capital Advisors
Industry Investment Management
Experience
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

Carole Burns Carole Burns Cleveland/Akron, Ohio Area Details
Carole Burns's PNC Capital Advisors Experience August 2014 - Present
Job Regional Sales Director at PNC Capital Advisors
Industry Financial Services
Experience
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

Caleb D. Croquart, CTFA Caleb D. Croquart, CTFA Greater St. Louis Area Details
Caleb D. Croquart, CTFA's PNC Capital Advisors Experience March 2012 - August 2014
Job Director of Investments, PNC Institutional Asset Management
Industry Investment Management
Experience
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

Natalie Marvi-Romeo, CAIA Natalie Marvi-Romeo, CAIA Greater Philadelphia Area Details
Natalie Marvi-Romeo, CAIA's PNC Capital Advisors Experience June 2015 - Present
Job Investment Management
Industry Investment Management
Experience
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

Nicholas Xie Nicholas Xie Greater Philadelphia Area Details
Nicholas Xie's PNC Capital Advisors Experience 2003 - 2006
Job Equity Research Analyst at JS Asset Management LLC
Industry Investment Management
Experience
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

Eric Farls, CFA Eric Farls, CFA Baltimore, Maryland Area Details
Eric Farls, CFA's PNC Capital Advisors Experience July 2006 - March 2009
Job Senior Investment Analyst, Maryland State Retirement and Pension System
Industry Investment Management
Experience
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

Chrissy Eckert Chrissy Eckert Baltimore, Maryland Area Details
Chrissy Eckert's PNC Capital Advisors Experience September 2007 - April 2009
Job Reverse Engineering Consultant at Wells Fargo
Industry Financial Services
Experience
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

Carla Straeten Carla Straeten Greater Chicago Area Details
Carla Straeten's PNC Capital Advisors Experience December 2009 - August 2015
Job Managing Director, Institutional Sales at PNC Capital Advisors
Industry Investment Management
Experience
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

Bill Tracy Bill Tracy United States Details
Bill Tracy's PNC Capital Advisors Experience September 2013 - Present
Job Director, PNC Capital Advisors
Industry Financial Services
Experience
PNC Capital Advisors   September 2013 - Present

Education
Penn State, UMAss
Bachelor's Degree

University of Massachusetts at Amherst - Isenberg School of Management
MBA, Business

Kevin Bales, CFA Kevin Bales, CFA Cleveland/Akron, Ohio Area Details
Kevin Bales, CFA's PNC Capital Advisors Experience April 2006 - October 2010
Job Director, Research Analyst at Hartland & Co.
Industry Investment Management
Experience
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

Joe Klinec Joe Klinec Cleveland/Akron, Ohio Area Details
Joe Klinec's PNC Capital Advisors Experience September 2005 - Present
Job Marketing Specialist, Editor, Writer, Designer
Industry Marketing and Advertising
Experience
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

David Ferguson, CFA David Ferguson, CFA Baltimore, Maryland Area Details
David Ferguson, CFA's PNC Capital Advisors Experience June 1998 - December 2009
Job Senior Investment Analyst at Maryland State Retirement and Pension System
Industry Investment Management
Experience
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

Daniel Lysik Daniel Lysik Baltimore, Maryland Area Details
Daniel Lysik's PNC Capital Advisors Experience November 2005 - September 2009
Job Managing Director at Pratt Capital
Industry Investment Management
Experience
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

Danielle Nadolski Danielle Nadolski Cleveland/Akron, Ohio Area Details
Danielle Nadolski's PNC Capital Advisors Experience August 2000 - Present
Job Internal Sales Consultant at PNC Capital Advisors
Industry Financial Services
Experience
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

Jordan Rothenberg Jordan Rothenberg Greater New York City Area Details
Jordan Rothenberg's PNC Capital Advisors Experience May 2011 - Present
Job Vice President PNC BANK Institutional Investments
Industry Investment Management
Experience
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

Paul Kleinaitis Paul Kleinaitis Greater Chicago Area Details
Paul Kleinaitis's PNC Capital Advisors Experience April 2005 - Present
Job Portfolio Manager at PNC Investments
Industry Financial Services
Experience
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

Ken Weinstein Ken Weinstein Greater New York City Area Details
Ken Weinstein's PNC Capital Advisors Experience August 2013 - Present
Job Senior Municipal Credit Analyst at PNC Capital Advisors
Industry Financial Services
Experience
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

Daniel Kinney Daniel Kinney Delray Beach, Florida Details
Daniel Kinney's PNC Capital Advisors Experience June 2013 - August 2013
Job Vaccine Specialist with Sanofi Pasteur
Industry Pharmaceuticals
Experience
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

Peter Roy, CFA Peter Roy, CFA Saint Louis, Missouri Details
Peter Roy, CFA's PNC Capital Advisors Experience 2013 - Present
Job Portfolio Manager at PNC Capital Advisors
Industry Investment Management
Experience
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

Jason Weber, CFA Jason Weber, CFA Baltimore, Maryland Area Details
Jason Weber, CFA's PNC Capital Advisors Experience March 2014 - Present
Job Fixed Income Trader at PNC Capital Advisors
Industry Investment Management
Experience
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

Jennifer Downs Jennifer Downs Baltimore, Maryland Area Details
Jennifer Downs's PNC Capital Advisors Experience October 2011 - Present
Job Vice President, Associate Chief Compliance Officer at PNC Capital Advisors
Industry Investment Management
Experience
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

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