PNC Capital Advisors, LLC

Industry: Company

Description

Parent organization: PNC Financial Services Subsidiary: PNC Wealth ManagementFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportPNC Capital Advisors LLCWebsiteDirections Saved (0) Saved Save Investment company in Baltimore, Maryland Address: 1 E Pratt St, Baltimore, MD 21202 Phone: (410) 237-5742: Place name: : Category: : : Hours: : Website: : Website: http://www.pnccapitaladvisors.com/ Category: Investment company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of PNC Capital Advisors LLC Posting publicly on the Web Write a review Reviews Be the first to review

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PNC Capital Advisors, LLC Employees

Employee
Years
Job
Industry
Timothy Haluszczak Timothy Haluszczak Greater Pittsburgh Area Details
Timothy Haluszczak's PNC Capital Advisors, LLC Experience June 2006 - July 2011
Job Partner at SteelBridge Consulting
Industry Venture Capital & Private Equity
Experience
SteelBridge Consulting   July 2011 - Present
PNC Capital Advisors, LLC   June 2006 - July 2011
Manning & Napier Advisors  May 2002 - May 2006
Unum  June 1994 - April 2002

Skills
Alternative Investments, Management Consulting, Strategy, Investments, Asset Managment, Hedge Funds, Management, Private Equity, Due Diligence, Strategic Planning, Asset Allocation, Portfolio Management, Investment Management, Entrepreneurship, Start-ups, Finance, Business Planning, Valuation, Data Analysis, Financial Reporting, Accounting, Asset Management, Mutual Funds, Financial Analysis, Mergers & Acquisitions, Series 7, Series 63, Business Analysis, Business Strategy, Strategic Consulting, Equities, Fixed Income, Pensions, Financial Services, Mergers, Investment Advisory, Venture Capital, Investment Strategies, Financial Advisory, FINRA, Financial Modeling, Investor Relations, Fund Of Funds, Securities, Emerging Markets, Investment Banking, Capital Markets, Corporate Finance, Wealth Management, Institutional...

Education
Robert Morris University   1990 — 1994

Amy Gorno AIF® Amy Gorno AIF® Pittsburgh, Pennsylvania Details
Amy Gorno AIF®'s PNC Capital Advisors, LLC Experience January 2015 - Present
Job Internal Sales Consultant at PNC Capital Advisors, LLC
Industry Marketing and Advertising
Experience
PNC Capital Advisors, LLC   January 2015 - Present
PNC Investments  August 2013 - January 2015
http://www.innisfreema.com/innisfree/Innisfree/   April 2013 - August 2013
Screen Writing & Marketing   December 2011 - July 2013
Hawaii Opera Theatre  October 2011 - September 2012
Morgan Stanley Smith Barney  April 2011 - December 2011
Friends of The Library of Hawai'i   April 2010 - July 2011
K&W Trading   July 2010 - February 2011
Whiteco Residential/Dominion Town Center   March 2007 - December 2007
Chicco   February 2006 - May 2006

Education
Alvernia University   2001 — 2004
Bachelors of Arts, Business Marketing

Adam Hynes, CFA Adam Hynes, CFA Baltimore, Maryland Area Details
Adam Hynes, CFA's PNC Capital Advisors, LLC Experience 2013 - Present
Job Institutional portfolio manager and senior corporate bond trader at PNC Capital Advisors, LLC.
Industry Investment Management
Experience
PNC Capital Advisors, LLC   2013 - Present
PNC Capital Advisors, LLC   2009 - 2013
PNC Capital Advisors, LLC   2005 - 2009
Mercantile Investment and Wealth Management   2004 - 2005
Wells Fargo  2003 - 2004

Skills
Portfolio Management, Trading, Credit Analysis, Bonds, Fixed Income, Bloomberg, Mutual Funds, Charles River IMS, Asset Allocation, Teamwork

Education
Loyola University Maryland   2005 — 2008
Master of Science (MS), Finance

McDaniel College   1999 — 2003
Bachelor of Arts (B.A.), Economics and Business Administration

Chartered Financial Analyst, 2012, CFA Institute

Sue Schnaars Sue Schnaars Baltimore, Maryland Area Details
Sue Schnaars's PNC Capital Advisors, LLC Experience 1989 - 1992
Job Vice President and Sr. Private Client Investment Advisor at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust  June 2012 - Present
Wilmington Trust Investment Advisors (formerly MTB Investment Advisors)   March 1992 - August 2012
PNC Capital Advisors, LLC   1989 - 1992

Skills
Mutual Funds, Investment Management, Investments, Portfolio Management, Asset Allocation, Fixed Income, Bonds, Financial Modeling, Equities, Asset Managment, Alternative Investments, Asset Management, Bloomberg, Credit, Financial Analysis, Hedge Funds, Private Equity, Due Diligence

Education
Drexel University - College of Business and Administration   1987 — 1989
MS Finance, Finance and Investments

Drexel University - College of Business and Administration   1980 — 1985
Bachelor of Science (BS), Accounting and Finance

Drexel University

C. Arianne Schwanke C. Arianne Schwanke Cleveland/Akron, Ohio Area Details
C. Arianne Schwanke's PNC Capital Advisors, LLC Experience November 2013 - Present
Job Operational Risk Management
Industry Investment Management
Experience
PNC Capital Advisors, LLC   November 2013 - Present
A division of PNC Bank  August 2010 - Present
A division of PNC Bank  December 2009 - August 2010
Allegiant Asset Management  March 2006 - December 2009
Moskal Gross Orchosky   June 2002 - March 2006

Skills
Investments, Portfolio Management, Investment Strategies, Mutual Funds, Finance, Asset Allocation, Asset Managment, Valuation, Investment Management, Institutional..., Hedge Funds, Retirement

Education
Baldwin-Wallace College   1998 — 2002
BA, Business Administration

BILL STEWART, CIMA, CFA BILL STEWART, CIMA, CFA United States Details
BILL STEWART, CIMA, CFA's PNC Capital Advisors, LLC Experience 2015 - Present
Job Managing Director, Equity Product Specialist at PNC Capital Advisors, LLC
Industry Investment Management
Experience
PNC Capital Advisors, LLC   2015 - Present
Mercy Investment Services, Inc.   2013 - 2015
Hilliard Lyons Capital Management, LLC   2006 - 2011
Invesco Ltd., INVESCO - National Asset Management   1997 - 2006
Invesco Ltd., Managed Accounts   1997 - 2006
Wachovia, A Wells Fargo Company (Wachovia Investments)   1991 - 1997
Wachovia, A Wells Fargo Company (Wachovia Securities)   1991 - 1997
Wachovia, A Wells Fargo Company (Fixed Income and Money Market Group)   1991 - 1997

Education
Auburn University
B.S. & B.A.

CFA Institute
CFA Charterholder

Executive Education, Wharton School of Business, University of Pennsylsvania
Certified Investment Management Analyst (CIMA)

David Houghtaling David Houghtaling Greater Chicago Area Details
David Houghtaling's PNC Capital Advisors, LLC Experience March 2006 - March 2010
Job Marketing Professional
Industry Investment Management
Experience
William Blair and Company  October 2011 - March 2015
Independent  April 2010 - October 2011
PNC Capital Advisors, LLC   March 2006 - March 2010
J.P. Morgan Asset Management   November 2004 - March 2006
Northern Trust Global Investments  August 2001 - November 2004
Jellyvision  January 1996 - May 2001
Multiple Companies  August 1991 - December 1995
Indiana University, Bloomington  August 1991 - May 1994
WCBU Radio   August 1985 - July 1991

Skills
Claritas® Investment...

Education
Indiana University Bloomington   1991 — 1994
Master of Fine Arts, Playwriting

Bradley University   1987 — 1990
Master of Arts, English Literature

Bradley University   1980 — 1984
B.S., Broadcast Journalism

John Harrington John Harrington Greater Boston Area Details
John Harrington's PNC Capital Advisors, LLC Experience August 2015 - Present
Job Director, Consultant Relations at PNC Capital Advisors, LLC
Industry Investment Management
Experience
PNC Capital Advisors, LLC   August 2015 - Present
PNC Capital Advisors, LLC   March 2014 - Present
Wellesley Free Library Foundation   July 2008 - June 2014
Old Mutual Asset Management  2012 - 2012
Turner Investment Partners  2009 - 2012
Acadian Asset Management  2005 - 2009
Wellington Management Company, LLP  2000 - 2005
FMR Co., Fidelity Investments   1998 - 2000
Fidelity Investments  1992 - 2000

Education
Boston College - Wallace E. Carroll Graduate School of Management   2001 — 2003
Masters in Science in Finance (MSF)

Boston College - Wallace E. Carroll Graduate School of Management   1996 — 1999
MBA, Finance

University College Dublin   1991 — 1992
MA, MA- Anglo-Irish Literature

Boston College   1986 — 1990
AB, English

Catholic Memorial High School   1983 — 1986

Emily (Dolezal) Fox, CAIA Emily (Dolezal) Fox, CAIA Greater Chicago Area Details
Emily (Dolezal) Fox, CAIA's PNC Capital Advisors, LLC Experience June 2014 - Present
Job Director, Consultant Relations at PNC Capital Advisors, LLC
Industry Investment Management
Experience
PNC Capital Advisors, LLC   June 2014 - Present
Mercer Investments  March 2007 - June 2014

Skills
Investment Management, Asset Allocation, Hedge Funds, Competitive Analysis, Asset Managment, Fixed Income, Wealth Management, Equity Research, Bloomberg, Financial Modeling, Due Diligence, CRM, Equities, Portfolio Management, Investments, Alternative Investments

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2007 — 2009
MBA, Financial Analytics

Marquette University   2002 — 2006
Bachelor of Science (BS), Human Resources, Marketing and Spanish for the Professions

Erik Daly Erik Daly Baltimore, Maryland Area Details
Erik Daly's PNC Capital Advisors, LLC Experience March 2015 - Present
Job Senior Vice President, PNC Institutional Asset Management and Managing Director at PNC Capital Advisors, LLC
Industry Investment Management
Experience
PNC Institutional Asset Management  March 2015 - Present
PNC Capital Advisors, LLC   March 2015 - Present
PNC Capital Advisors LLC  April 2012 - Present
PNC Institutional Investments  November 2010 - Present
PNC Institutional Investments  October 2007 - November 2010
PNC Institutional Investments  April 2006 - October 2007
Sandy Spring Bank  December 2003 - April 2006
Legg Mason  October 1997 - June 2003

Skills
Asset Allocation, Investments, Mutual Funds, Asset Management, Portfolio Management, Investment Management, Retirement Planning, Retirement, Financial Advisory, Defined Benefit, Finance, Due Diligence, Institutional..., Endowments, Defined Contribution

Education
Roanoke College   1991 — 1994
Bachelor of Arts

Patrice Giudice Patrice Giudice Cleveland/Akron, Ohio Area Details
Patrice Giudice's PNC Capital Advisors, LLC Experience March 2006 - Present
Job Proposal Specialist at PNC Capital Advisors
Industry Investment Management
Experience
PNC Capital Advisors, LLC   March 2006 - Present
The First Tee of Cleveland   May 2007 - Present
The MetroHealth System  February 2009 - January 2013
The Foundation for Community Betterment   January 2008 - March 2010
Berea Animal Shelter   February 2003 - September 2009
PNC Capital Advisors, LLC   August 2004 - March 2006
IMG  June 2001 - August 2004
IMG  November 1988 - June 2001

Education
Cleveland State University   1985 — 1988
Bachelor, Communications

Richmond Heights

David Nicosia David Nicosia United States Details
David Nicosia's PNC Capital Advisors, LLC Experience 2015 - Present
Job Institutional Distribution
Industry Investment Management
Experience
PNC Capital Advisors, LLC   2015 - Present
Nook Gate Consulting   2013 - 2014
Maryland Capital Management   2011 - 2013
State Street Global Advisors  2007 - 2010
Old Mutual Asset Management  2002 - 2007
AllianceBernstein  2000 - 2002

Education
Mount St. Mary's University
Master of Business Administration (M.B.A.)

Mount St. Mary's University
Bachelor of Arts (B.A.), Rhetoric - Classics, Philosophy & Theology Emphasis

Lauren Smeltzer Lauren Smeltzer Greater Philadelphia Area Details
Lauren Smeltzer's PNC Capital Advisors, LLC Experience August 2007 - July 2011
Job Sales & Service Specialist at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management  July 2011 - Present
PNC Capital Advisors, LLC   August 2007 - July 2011

Skills
Public Speaking

Education
Rowan University   2002 — 2006
B.A., cum laude

Stephen Winterstein Stephen Winterstein Greater Philadelphia Area Details
Stephen Winterstein's PNC Capital Advisors, LLC Experience November 1993 - April 2011
Job Chief Municipal Strategist, Wilmington Trust Investment Advisors, Inc.
Industry Investment Management
Experience
Wilmington Trust Investment Advisors, Inc.   April 2011 - Present
PNC Capital Advisors, LLC   November 1993 - April 2011
Meridian Asset Management  August 1988 - November 1993
Legg Mason Wood Walker, Inc.   November 1986 - August 1988
E. F. Hutton & Co., Inc.   November 1984 - November 1986

Skills
Municipal Fixed Income, Municipal Bond..., Municipal Bond Strategy, Fixed Income..., Municipal Fixed Income..., Fixed Income Research, Fixed Income Strategy, Separately Managed..., Public Speaking, Bonds, Fixed Income, Investments, Portfolio Management, Bloomberg, Management, Leadership, Asset Management, Capital Markets, Fixed Income Analysis, Investment Management, Investment Strategies, Municipalities, Strategy, Trading, Valuation, Hedge Funds, Alternative Investments, Fixed Income Strategies, Financial Modeling, Mutual Funds, Financial Analysis, Investment Banking, Risk Management, Financial Services, Asset Allocation, Securities

Education
Lehigh University   1991 — 1993
MBA, Finance

Millersville University of Pennsylvania   1977 — 1982
BA, Economics

Conestoga Valley High School   1973 — 1976
Diploma

Peter Jensen, Jr., CFA Peter Jensen, Jr., CFA Cleveland/Akron, Ohio Area Details
Peter Jensen, Jr., CFA's PNC Capital Advisors, LLC Experience December 2014 - Present
Job Senior Investment Management and Marketing Professional, Conservative Enthusiast
Industry Capital Markets
Experience
PNC Capital Advisors, LLC   December 2014 - Present
Victory Capital Management  February 2013 - November 2014
Huntington National Bank  June 2012 - February 2013
Huntington National Bank  October 2010 - June 2012
Redline Research   November 2008 - October 2010
Brandywine Global Investment Management  January 2007 - November 2008
Dix & Eaton  2000 - 2006
Booz, Allen & Hamilton   November 1998 - January 2000

Skills
Investments, Portfolio Management, Financial Analysis, Asset Management, Capital Markets, Equities, Research, Economics, Wealth Management, Fixed Income, Competitive Analysis, Credit, Trading, Derivatives, Excel, Banking, Financial Modeling, Financial Planning, Investment Advisory, Investor Relations, Investment Strategies, Cash Flow, Technical Analysis, Valuation, Bloomberg, Corporate Finance, Securities, Financial Markets, Due Diligence, Bonds, Hedge Funds, Asset Allocation, Industry Analysis, Credit Analysis, Equity Research, Credit Risk, Business Analysis, Business Strategy, Strategic Planning, Mutual Funds, Market Research, Quantitative Analysis, Management Consulting, Commercial Banking, Loans, Debt, Risk Management, Investment Management

Education
Miami University   1994 — 1998
BS, Economics, Finance

Westlake High School   1990 — 1994

Tamika Thomas Tamika Thomas Cleveland, Ohio Details
Tamika Thomas's PNC Capital Advisors, LLC Experience May 2015 - Present
Job Internal Sales Consultant at PNC Capital Advisors
Industry Financial Services
Experience
PNC Capital Advisors, LLC   May 2015 - Present
PNC Investments  June 2012 - May 2015
Huntington National Bank  January 2011 - June 2012
H&R Block  October 2009 - April 2012
Eileen M. Burkhart & Co.   January 2007 - January 2011

Skills
Employee Training, Microsoft Office

Education
Cleveland State University   2005 — 2008
BBA, Finance

Cuyahoga Community College   2013 — 2014
Associate's degree, Accounting

The University of Akron   2003 — 2005
Business Administration and Management, General

Rebecca Dempsey Rebecca Dempsey Cleveland/Akron, Ohio Area Details
Rebecca Dempsey's PNC Capital Advisors, LLC Experience 1999 - Present
Job Real Estate Agent at Keller Williams Greater Cleveland West
Industry Real Estate
Experience
Keller Williams Greater Cleveland West  November 2009 - Present
PNC Capital Advisors, LLC   1999 - Present

Education
Cleveland State University   1999 — 2001
MBA, Business Management

Kent State University   1993 — 1998
BBA, Finance

Eric Rosenblatt Eric Rosenblatt Cleveland, Ohio Details
Eric Rosenblatt's PNC Capital Advisors, LLC Experience June 2013 - February 2015
Job Auditor at McGladrey
Industry Financial Services
Experience
McGladrey  February 2015 - Present
PNC Capital Advisors, LLC   June 2013 - February 2015
BlackRock  December 2005 - May 2013
Smith Barney  October 2003 - December 2005
Credit Suisse First Boston  April 2002 - October 2003
Salomon Smith Barney  July 2000 - April 2002

Skills
Relationship Management, Financial Analysis, Mutual Funds, Asset Management, Accounting, Vendor Management, Financial Services, Transfer Agency, Fund Administration, Operating Agreements, Contractual Agreements, Accruals, Tax Preparation, Financial Accounting, Corporate Actions, Auditing, Financial Statements

Education
Baldwin Wallace University   2013 — 2015
Master of Business Administration (MBA), Accounting

City University of New York-Baruch College - Zicklin School of Business   2011 — 2013
Master of Business Administration (MBA), Accounting

State University of New York at Buffalo - School of Management   1996 — 2000
BS, Management Information Systems

Matthew Hostelley Matthew Hostelley Cleveland/Akron, Ohio Area Details
Matthew Hostelley's PNC Capital Advisors, LLC Experience January 2008 - December 2012
Job Vice President and Group Manager at PNC Institutional Investments
Industry Financial Services
Experience
PNC Institutional Investments  December 2012 - Present
PNC Capital Advisors, LLC   January 2008 - December 2012
National City Bank  September 2000 - January 2008
Cleveland Clinic  1997 - 2000

Skills
Mutual Funds, Financial Services, Leadership, Retirement Planning, Fund Administration, Fund Accounting, Management, Retirement, Portfolio Management, Asset Management, Fixed Income

Education
Case Western Reserve University - Weatherhead School of Management   2002 — 2006
Master of Business Administration (MBA), Finance and Financial Management Services

Baldwin-Wallace College   1991 — 1997
Bachelor of Arts (B.A.), Economics

Tod Burnaw Tod Burnaw Greater San Diego Area Details
Tod Burnaw's PNC Capital Advisors, LLC Experience January 2007 - Present
Job Director at PNC Capital Advisors
Industry Financial Services
Experience
PNC Capital Advisors, LLC   January 2007 - Present
FFIC  2006 - 2006
US Bank  2003 - 2005
Neuberger Berman  October 1997 - March 2003

Skills
Mutual Funds, Investments, Marketing, Financial Services, Sales, Financial Advisory, Wealth Management, Asset Management, Equities

Education
Dowling College
Economics / Social Science

Douglas Roman, CFA, CMT Douglas Roman, CFA, CMT Greater Philadelphia Area Details
Douglas Roman, CFA, CMT's PNC Capital Advisors, LLC Experience 2002 - Present
Job Managing Director at PNC Capital Advisors
Industry Investment Management
Experience
PNC Advisors  June 2002 - Present
PNC Wealth Management  2002 - Present
PNC  2002 - Present
PNC Capital Advisors, LLC   2002 - Present
Vanguard  1996 - 2000
Rittenhouse   1993 - 1996
Corestates Capital Advisors  1989 - 1991

Skills
Portfolio Management, Asset Allocation, Asset Management, Equities, Investment Advisory, Wealth Management, Investments, Alternative Investments, Equity Research, Asset Managment, Mutual Funds, Series 7, Hedge Funds

Education
Drexel University   1989 — 1992
MS, Finance

Penn State University   1981 — 1985

Christopher Hewitt Christopher Hewitt Greater Philadelphia Area Details
Christopher Hewitt's PNC Capital Advisors, LLC Experience June 2014 - Present
Job Director, DCIO Specialist PNC Capital Advisors, LLC
Industry Financial Services
Experience
PNC Capital Advisors, LLC   June 2014 - Present
Emerald Advisors   August 2012 - June 2014
Sentinel Investments  January 2010 - August 2012
Sentinel Investments  August 2008 - January 2010
Sentinel Investments  June 2007 - August 2008
Sentinel Investments  November 2005 - May 2007

Education
Drexel University   1998 — 2003
Bachelor of Arts, Business

Lower Merion High school

Jeffrey Hertel Jeffrey Hertel Cleveland/Akron, Ohio Area Details
Jeffrey Hertel's PNC Capital Advisors, LLC Experience 2008 - 2013
Job Investment Analyst at Waypoint Intelligence
Industry Investment Management
Experience
Waypoint Intelligence   2014 - Present
PNC Capital Advisors, LLC   2008 - 2013
Allegiant Asset Management  2003 - 2008

Skills
Asset Management, Investments, Equities, Portfolio Management, Asset Allocation, Mutual Funds, Valuation, Investment Management, Financial Modeling, Investment Strategies, Client Service, Client Retention, Institutional Clients, Bloomberg, FactSet, Equity Research

Education
Kent State University
Bachelor of Business Administration (BBA), Finance, Computer Information Systems

Cleveland State University
Master of Business Administration (MBA), Finance

Sara Sympson, CFIRS Sara Sympson, CFIRS Cleveland/Akron, Ohio Area Details
Sara Sympson, CFIRS's PNC Capital Advisors, LLC Experience April 2005 - 2010
Job Compliance Associate, The Townsend Group
Industry Financial Services
Experience
The Townsend Group  2013 - Present
PNC Bank  February 2010 - 2013
PNC Capital Advisors, LLC   April 2005 - 2010
Wuliger Fadel & Beyer   2003 - 2004
Reminger & Reminger  September 2002 - September 2003

Skills
Wealth Management, Mutual Funds, Investments, Financial Services, Asset Management, FINRA, Risk Management, Banking, Investment Advisory, Financial Risk, Portfolio Management, Securities Regulation

Education
Kent State University   1998 — 2002
B.A., English, Political Science

Kevin Crotty Kevin Crotty Cleveland/Akron, Ohio Area Details
Kevin Crotty's PNC Capital Advisors, LLC Experience July 2002 - Present
Job Vice President Operations at PNC Capital Advisors LLC
Industry Investment Management
Experience
PNC Capital Advisors, LLC   July 2002 - Present
McCurdy And Associates, CPA's   September 2000 - July 2002
Roulston & Company   September 1996 - July 2000
Premier Industrial Corporation  September 1993 - September 1996
Carnegie Capital Asset Management Co   1989 - 1993

Education
Cleveland State University   1980 — 1987
MAFIS, Accounting

Chuck Kiraly Chuck Kiraly Cleveland/Akron, Ohio Area Details
Chuck Kiraly's PNC Capital Advisors, LLC Experience August 2006 - June 2014
Job President of Oak Associates Funds
Industry Investment Management
Experience
Oak Associates Funds   July 2014 - Present
PNC Capital Advisors, LLC   August 2006 - June 2014
Victory Capital Management  August 2005 - July 2006
Fairport Asset Management  April 1996 - August 2005
BISYS Fund Services  May 1993 - April 1996

Skills
Transfer Agency, Fund Administration, Mutual Funds, Asset Management, Financial Services, Fixed Income, Relationship Management, Equities, Alternative Investments, Securities

Education
Ohio University   1988 — 1992
BBA, International Business & Finance

Global Competitiveness Institute Summer Program on the campus of the University of Pecs, Hungary   1992 — 1992
International Business Study and Internship Program

Brianne Weymouth, CAIA Brianne Weymouth, CAIA Greater Chicago Area Details
Brianne Weymouth, CAIA's PNC Capital Advisors, LLC Experience November 2007 - July 2011
Job Vice President at Callan Associates
Industry Investment Management
Experience
Callan Associates  July 2011 - Present
PNC Capital Advisors, LLC   November 2007 - July 2011
Richards & Tierney, Inc.   February 2005 - November 2007
Marquette Associates  April 2003 - February 2005

Education
The University of Chicago Booth School of Business   2008 — 2011
MBA, Finance, Economics, Strategic Management

WU Wien   2010 — 2010
International Business

Ohio University   1997 — 2002
BA, Economics

Maha Eid Maha Eid Cleveland/Akron, Ohio Area Details
Maha Eid's PNC Capital Advisors, LLC Experience May 2006 - Present
Job Compliance Officer at PNC Capital Advisors, LLC
Industry Financial Services
Experience
Prudential Lucien Realty  January 2011 - Present
PNC Capital Advisors, LLC   May 2006 - Present
Allegiant Asset Management  July 2005 - May 2006
Huntington National Bank  June 2003 - December 2004

Skills
Securities, AML, Mutual Funds, Financial Services, Banking, Investments, Equities, Credit, Asset Management, Due Diligence, Risk Management

Education
University of Phoenix   2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General

Baldwin-Wallace College   2003 — 2005
Bachelor of Business Administration (BBA), Finance, General

Philip DeSantis, CFA Philip DeSantis, CFA Chicago, Illinois Details
Philip DeSantis, CFA's PNC Capital Advisors, LLC Experience January 2015 - Present
Job Managing Director, Senior Vice President at PNC Asset Management Group
Industry Investment Management
Experience
PNC Capital Advisors, LLC   January 2015 - Present
UBS Global Asset Management  June 2010 - January 2015
Northern Trust Asset Management  September 2005 - June 2010
SEI Investments, Inc  January 2000 - August 2005

Skills
Mutual Funds, Liquid Alternatives,..., Strategic Marketing, Management, Business Strategy, New Business Development, Asset Allocation, Sales Presentations, Writing, Active Equity, Quantitative Management, Indexing, ETFs, Tactical Asset..., Risk Management, Risk Analytics, Financial Modeling, Fixed Income, RIA, Wealth Management, Institutional, Relationship Management, Hedge Funds, Portfolio Management, Equities, Liquid Alternatives, Smart Beta

Education
Arizona State University   1994 — 1996
Bachelor of Science (B.S.), Finance, 3.5

Michael Donahoe Michael Donahoe Cleveland, Ohio Details
Michael Donahoe's PNC Capital Advisors, LLC Experience August 2011 - Present
Job Chief Compliance Officer at PNC Capital Advisors, LLC
Industry Investment Management
Experience
PNC Capital Advisors, LLC   August 2011 - Present

Education
Cedarville University

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