Pnc capital advisors. As a wholly owned subsidiary of PNC Bank, N.

Pnc capital advisors , offers investment management services with respect to taxable fixed income securities for a variety of institutional clients. Joe is head of credit research, leading all credit analysis efforts. The award is based on the 10-year period ending December 31, 2024. Robison Head of Credit Research Industry Experience: 37 years Education: BS, Hillsdale College; MBA, University of Notre Dame Harish joined PNC in 2021 as part of the PNC Institutional Asset Management Development Program where he was a rotational analyst with PNC Capital Advisors and PNC Institutional Asset Management. He also serves as co-portfolio manager for intermediate duration strategies. Strategy Description The PNC Capital Advisors Ultra Short Duration Fixed Income Strategy seeks income stability, capital preservation, and liquidity, with a goal of delivering competitive risk-adjusted returns versus the benchmark. PNC Bank is a wholly-owned subsidiary of The PNC Financial Services Group, Inc. Joseph D. Contact us Institutional Clients & RFP Responses Timothy McDonough, CFA Executive Vice President timothy. Elise joined PNC as an analyst for the PNC Institutional Asset Management Development Program where she served as a rotational analyst with PNC Institutional Asset Management ® (PNC IAM) and PNC Capital Advisors (PCA). The strategy typically invests in investment-grade corporate bonds, mortgage-backed securities, AAA-rated asset-backed securities, and U. mcdonough@pnc. He serves as a subject matter expert on fixed income strategies and leads the firm-wide Global Investment Performance Standards verification process. He focuses on expanding existing client and consultant relationships and coordinating related sales, marketing, and product management activities. Jeffrey graduated summa cum laude with a Bachelor of Business PNC Capital Advisors› strategies and the investment risks and advisory fees associated with each strategy can be found within Part 2A of the firm's Form ADV. He also maintains credit research responsibilities for food & beverage industry and consumer cyclical services. Richard J. Solving For Unique Liquidity Objectives Clients view liquidity through a variety of business and investment lenses with a common underpinning of the need for stability. com 216-222-2576 Specialized Solutions Customized solutions tailored to specific corporate and institutional business needs. B. of Schedule D any additional names under which you conduct your advisory business. Commitment. As a wholly owned subsidiary of PNC Bank, N. Gorny, CFA Director, Communication & Sales Industry Experience: 46 years Education: BS, Marquette University; MBA, Bowling Green State University PNC Capital Advisors’ Core and Core Plus strategies have been awarded PSN’s Top Guns Award for the five-year period ended December 31, 2022. Prior to joining the firm in 2000, he was senior vice president in National City's PNC Capital Advisors, LLC is a wholly-owned subsidiary of PNC Bank, N. PNC CAPITAL ADVISORS LLC List on Section 1. PNC Capital Advisors, LLC (PCA), a registered investment adviser and direct wholly owned subsidiary of PNC Bank, N. Tim leads the Institutional Mandate business for PNC Capital Advisors, composed of Consultant Relations, RFP, and Mandate Business Strategy and Sales, as well as the firm's client service efforts. Explore our comprehensive custody services designed to safeguard and manage your assets efficiently. This award list, published by Zephyr, highlights top-performing separately managed account strategies, distilled through rigorous performance-based selection criteria. PNC Capital Advisors' strategies and the investment risks and advisory fees associated with each strategy can be found within Part 2A of the firm's Form ADV. While institutional investors view liquidity through a variety of business and investment lenses Learn more about financial advisors at Pnc Capital Advisors LLC with the US News Advisor Finder. Chris is a senior relationship manager for PNC Capital Advisors located in Baltimore. Elise Jason joined the firm in 2007 after three years in PNC's Treasury division. PNC Capital Advisors, LLC is a wholly-owned subsidiary of PNC Bank N. David J. PNC Capital Advisors' strategies and the investment risks and fees associated with each strategy can be found within Part 2A of the firm's Form ADV. The firm provides taxable fixed income discretionary investment advisory services through separately managed accounts and serves as a A list of composite descriptions for PNC Capital Advisors, LLC and/or a presentation that complies with the GIPS® standards are available upon request. Lauderdale, Florida. John is a senior relationship manager for PNC Capital Advisors located in Ft. Jul 31, 2024 · PNC Capital Advisors, LLC is a wholly-owned subsidiary of PNC Bank N. PNC Capital Advisors’ strategies and the investment risks and advisory fees associated with each strategy can be found within Part 2A of the firm’s Form ADV, which is available Lisa is a senior relationship manager for PNC Capital Advisors located in Philadelphia. Nolan is a senior relationship manager for PNC Capital Advisors located in Seattle. John is a director of consultant relations based in Boston. Flexibility. Prior to that position, he served as a relationship manager for a mutual fund service company. Dec 31, 2021 · PNC Capital Advisors, LLC is a wholly-owned subsidiary of PNC Bank, National Association, which is a Member FDIC, and an indirect subsidiary of The PNC Financial Services Group, Inc. Nov 30, 2024 · PNC Capital Advisors, LLC is a wholly-owned subsidiary of PNC Bank, National Association, which is a Member FDIC, and an indirect subsidiary of The PNC Financial Services Group, Inc. Kyle is a relationship manager for PNC Capital Advisors located in Baltimore. Sep 30, 2022 · A list of composite descriptions for PNC Capital Advisors, LLC and/or a presentation that complies with the GIPS® standards are available upon request. Chad is a senior relationship manager for PNC Capital Advisors located in Indianapolis, Indiana. Dec 31, 1999 · Sean is managing director and chief investment officer of PNC Capital Advisors. Thomas joined PCA in 2011 Sean is managing director and chief investment officer of PNC Capital Advisors. Through PNC Capital Advisors, LLC (PCA), a registered investment advisor and wholly owned subsidiary of PNC Bank, we offer clients fixed income separately managed accounts that can be adapted to their unique objectives. These are the foundations of our firm and our focus on helping clients achieve investment success. The Core and Core Plus Bond strategies were awarded Six Star Top Guns ratings as PNC Capital Advisors, LLC is a wholly-owned subsidiary of PNC Bank, National Association, which is a Member FDIC, and an indirect subsidiary of The PNC Financial Services Group, Inc. Welcome to PNC Capital Advisors PNC Capital Advisors, LLC is a fixed income asset management firm devoted to helping solve the complex, evolving investment goals of institutional clients. Our goal is to optimize our clients' liquidity portfolios to balance their unique needs and objectives with appropriate return and volatility expectations. , we enjoy many large-firm capabilities, while preserving the flexibility and individual client focus of a small investment firm. The strategy typically invests in commercial paper, floating-rate and fixed-rate short-term corporate bonds, as well as AAA-rated asset- backed securities. He is responsible for the coordination and delivery of investment solutions for institutional clients including public entities, corporations, defined benefit plans, charitable organizations, endowments and foundations. Broad Market Solutions Industry Recognized for Our Risk-Focused Approach PNC Capital Advisors' Short Duration 1-3 Year Strategy earned PSN's Manager of the Decade award for the second consecutive year. Our teams focus on building relationships and getting to know our clients, seeing past each transaction, to deliver customized solutions and serve as a consistent and dedicated resource. Working with your PNC Investment Advisor, our deep bench of investment professionals provide in-depth support and analysis on investment strategy, asset allocation, manager selection and portfolio construction. Oct 31, 2025 · Indices and/or Benchmarks Definitions PNC Capital Advisors, LLC is a wholly-owned subsidiary of PNC Bank, National Association, which is a Member FDIC, and an indirect subsidiary of The PNC Financial Services Group, Inc. Feb 28, 2025 · PNC Capital Advisors, LLC is a wholly-owned subsidiary of PNC Bank, National Association, which is a Member FDIC, and an indirect subsidiary of The PNC Financial Services Group, Inc. PNC Capital Advisors, LLC is a fixed income asset management firm devoted to helping solve the complex, evolving investment goals of institutional clients. PNC Capital Advisors, LLC (PCA) is a subsidiary of PNC Bank, which is owned by The PNC Financial Services Group, Inc. As of September 30, 2025 Fixed income solutions for investment portfolio risk optimization, total return and liquidity management. Dec 31, 2024 · PNC Capital Advisors, LLC is a wholly-owned subsidiary of PNC Bank, National Association, which is a Member FDIC, and an indirect subsidiary of The PNC Financial Services Group, Inc. Sep 30, 2025 · We define success by our ability to achieve client expectations. The Asset Management Group Investment Office is an extension of your dedicated investment team. Drawing on his extensive experience in fixed income research and portfolio management, he leads the team's overall investment strategy and process and directs the implementation of these ideas across the firm's investment solutions. Ben is a relationship manager for PNC Capital Advisors located in Boston. Mar 31, 2014 · Sean is managing director and chief investment officer of PNC Capital Advisors. As a product specialist, Thomas works closely with portfolio managers, distribution, marketing, and compliance to align priorities, derive competitive positioning, and develop and refine PCA's investment solution set. Key observations we learned by examining our investment process versus our objective to optimize risk-return outcomes through two decades of data. Indices performance results do not represent, and are not necessarily indicative of, the results that may be achieved in accounts investing in the corresponding investment strategy; actual account Strategy Description The PNC Capital Advisors Short Duration 1-3 Year Fixed Income Strategy seeks income stability, capital preservation, and liquidity, with a goal of delivering competitive risk-adjusted returns versus the benchmark. PNC Capital Advisors Short Duration 1-3 Year Strategy Awarded PSN Top Guns Manager of the Decade for Second Consecutive Year PNC Capital Advisors was awarded PSN's Manager of the Decade for its Short Duration 1-3 Year Strategy. Jeffrey joined the firm in 2005 and has extensive experience in portfolio management, credit trading, and credit research. Elise is an assistant portfolio manager responsible for assisting with the liquidity solutions and for providing credit research analysis for the insurance sector. PNC Capital Advisors, LLC claims compliance with the Global Investment Performance Standards (GIPS®). Jason graduated with a Bachelor of Arts in economics from Dartmouth College and a Master of Science in finance from Loyola University Maryland. PNC Capital Advisors – What Distinguishes Us Scale. (2) If you are using this Form ADV to register more than one investment adviser under an umbrella registration, check this box If you check this box, complete a Schedule R for each relying adviser. Stevenson Portfolio Manager Industry Experience: 29 years Education: BA, Baldwin-Wallace College; MBA, Baldwin-Wallace College PNC Capital Advisors, LLC is a wholly-owned subsidiary of PNC Bank, N. The strategy typically invests in investment-grade corporate bonds, mortgage-backed securities, AAA- rated asset-backed securities, and U. Jason also holds the Chartered Financial Analyst® (CFA) designation. PNC's Debt Capital Markets group provides dedicated team coverage and a collaborative advisory approach, leveraging PNC's leading syndications and capital markets expertise. We achieve this from a solutions PNC Capital Advisors, LLC is a wholly-owned subsidiary of PNC Bank, N. . PNC Capital Advisors, LLC is a wholly-owned subsidiary of PNC Bank, N. Previously John was director of institutional sales and consultant relations with Turner Investment Partners. Sean is managing director and chief investment officer of PNC Capital Advisors. (“PNCFSG”), a publicly traded financial services firm. She is responsible for the coordination and delivery of investment solutions for institutional clients including public entities, corporations, defined benefit plans, charitable organizations, endowments and foundations. (“PNC Bank”). Dec 31, 1992 · Sean is managing director and chief investment officer of PNC Capital Advisors. The Company PNC Capital Advisors, LLC (“PCA” or the “Firm”) is a wholly-owned direct subsidiary of PNC Bank, N. PNC offers specialized investment management for captive insurance organizations that minimizes risk, optimizes performance and supports financial objectives. PCA was established in 2007 and offers investment advice for institutional accounts, serving as a sub-adviser to certain clients of PNC Bank. and an indirect subsidiary of The PNC Financial Services Group, Inc. Dec 31, 1994 · Strategy Description The Short Duration 1-3 Year strategy seeks income stability, capital preservation, and liquidity, with a goal of delivering competitive risk-adjusted returns versus the benchmark. Fixed income portfolios can be employed to aid ongoing business purposes outside of purely investment-driven goals. serving institutional clients. S. Dec 31, 2002 · Sean is managing director and chief investment officer of PNC Capital Advisors. Strategy Description The PNC Capital Advisors Short Term Income Strategy seeks capital preservation, liquidity, and income in excess of money market funds. Index Definitions Indices are unmanaged, are not available for direct investment, and are not subject to management fees, transaction costs or other types of expenses that an account may incur. A list of composite descriptions for PNC Capital Advisors, LLC and/or a presentation that complies with the GIPS® standards are available upon request. PNC Capital Advisors, LLC is a fixed income asset management firm devoted to helping solve the complex, evolving investment goals of institutional clients. No two organizations' fixed income investment goals or constraints are the same, which is why we emphasize building strong relationships and clear channels of communication with our clients. PCA was established from a predecessor firm in 2007 and has been offering investment advice for institutional PNC Capital Advisors, LLC claims compliance with the Global Investment Performance Standards (GIPS®). Treasury bonds. Jan 31, 2025 · PNC Capital Advisors, LLC is a wholly-owned subsidiary of PNC Bank, National Association, which is a Member FDIC, and an indirect subsidiary of The PNC Financial Services Group, Inc. Jun 28, 2024 · PNC Capital Advisors› strategies and the investment risks and advisory fees associated with each strategy can be found within Part 2A of the firm's Form ADV. Prior to joining PNC Capital Advisors, Rick served as director of products and marketing for a registered investment advisor where he served as a member of the firm's Investment Committee and Board. Jun 30, 2014 · Sean is managing director and chief investment officer of PNC Capital Advisors. Strategy Description The PNC Capital Advisors Core Fixed Income Strategy seeks to provide stable income and deliver competitive risk-adjusted returns versus the benchmark. PNC Capital Advisors, LLC is a wholly-owned subsidiary of PNC Bank, National Association, which is a Member FDIC, and an indirect subsidiary of The PNC Financial Services Group, Inc. The strategy typically invests in investment-grade corporate bonds, commercial paper, AAA-rated asset-backed securities, and U. A. Jeffrey is the head of credit trading, leading the implementation of purchase and sale decisions across portfolio strategies. Prior to joining the firm in 2014 as a senior institutional client advisor, he served as the director of consultant relations with Old Mutual Asset Management. Jul 24, 2009 · PNC Capital Advisors, LLC is a registered investment advisory firm providing fixed income asset management to institutional and high net worth clients. Joe has significant credit experience, having held various positions in credit analysis, structured finance, and strategic analysis. Benefit from 75+ years of asset servicing expertise. (PNC Bank) and indirect wholly owned subsidiary of The PNC Financial Services Group, Inc. PNC Institutional Asset Management provides insurance companies with investment services including fixed income, OCIO solutions, asset servicing & more. Craig is a senior relationship manager for PNC Capital Advisors located in Detroit, Michigan. PNC CAPITAL ADVISORS LLC ( CRD # 151829/SEC#:801-70684 ) PNC CAPITAL ADVISORS LLC View latest Form ADV filed Part 2 Brochures Sep 30, 2025 · Our Team A culture of learning, teamwork, innovation, and dedication to always doing what's right for our clients drives PNC’s people. Through our local client service model and accessible investment team, we strive for a superior investment experience. Apr 30, 2025 · PNC Capital Advisors, LLC is a wholly-owned subsidiary of PNC Bank, National Association, which is a Member FDIC, and an indirect subsidiary of The PNC Financial Services Group, Inc. bgeejr sjpdf zkxwalbf ohoonlla epomjyha wqrcb nnlmu fnip immz xefwn tvoiv hada ltdh qhngql zok