Why PNC Capital Advisors/Trusted Professionals
LEADERSHIP TEAM
 
Kevin McCreadie, CFA
President and Chief Investment Officer
  • Industry Experience: 22 years
  • B.S., Rutgers College
  • M.B.A., University of Pennsylvania
 
Mr. McCreadie who joined PNC Capital Advisors in 2002, is President of PNC Capital Advisors, LLC. Mr. McCreadie previously served as President and Chief Investment Officer of the Mercantile Funds Company. With more than 20 years of portfolio management experience, Mr. McCreadie was previously a Partner at Brown Investment Advisory, where he was Co-head of Portfolio Management. Prior to that, he was a Senior Portfolio Manager for J.P. Morgan Investment Management. Mr. McCreadie earned his bachelor’s degree in economics from Rutgers College and an M.B.A. from the Wharton School at the University of Pennsylvania. He holds the Chartered Financial Analyst (CFA) designation.
 
Andrew D. Harding
Chief Investment Officer, Fixed Income
  • Industry Experience: 29 years
  • B.S.E., Princeton University
  • M.B.A., Baldwin-Wallace College
 
Andy is the chief investment officer for Fixed Income, chair of the Investment Committee and a managing director of the firm. Andy leads the strategy and performance for all of the fixed income investments and also serves as the Fixed Income team’s mortgage security specialist, bringing more than 25 years of experience in research and fixed income to the firm. Prior to joining the firm or its predecessor, he was senior vice president of McDonald Investments Mortgage-Backed Securities Trading. Andy holds a B.S.E. in Engineering from Princeton University and an M.B.A. from Baldwin-Wallace College.
 
Mark McGlone
Managing Director, Fixed Income
  • Industry Experience: 29 years
  • B.S., Johns Hopkins University
  • M.S., Loyola College
 
With over 25 years of experience in institutional fixed income portfolio management, Mark oversees the Securities Research effort and the Risk Management team. He is a managing director for the firm and is a member of its Investment and Asset Allocation Committees. He chairs the firm’s Risk Management Committee. Mark received his bachelor’s degree in economics from Johns Hopkins University and Master of Science in finance from Loyola College in Maryland.
 
Gordon A. Johnson
Managing Director, Small Cap Core
  • Industry Experience: 25 years
  • B.S.B.A., Southern Illinois University
  • M.B.A., Southern Illinois University
 
Gordon leads the Small Cap Core investment team. He started the Small Cap Core product in 1994 and has provided overall investment direction and management to the same investment team since inception. Prior to joining the firm or its predecessor, he was president and chief investment officer of Allegiant Investment Counselors, Inc., which he joined in 1985 as an assistant portfolio manager. Gordon holds a B.S.B.A. and an M.B.A. with specialization in finance from Southern Illinois University.
 
Hitesh C. Patel, Ph.D.
Managing Director, Structured Equity
  • Industry Experience: 16 years
  • B.S., University of Gujarat
  • M.S., Bombay University
  • Ph.D., University of Illinois, Chicago
 
Hitesh is a member of the Leadership Team and directs the Structured Equity team which focuses on Small Cap Core and Small Cap Growth strategies. He also manages the firm's equity trading desk. He previously served as director of quantitative research at Harris Investment Management and has over 20 years of quantitative research and portfolio management experience. Hitesh received his B.S. in Pharmacy from University of Gujarat, M.S. in Pharmaceutical Chemistry from Bombay University and his Ph.D. in Medicinal Chemistry from University of Illinois at Chicago.
 
Douglas J. Roman, CFA, CMT
Managing Director
  • Industry Experience: 24 years
  • B.S., Pennsylvania State University
  • M.S., Drexel University
 
As director of equity management, Doug is responsible for directing the quantitative efforts of the Advantage Equity team and overseeing the respective research group. Prior to joining the firm or its predecessor in 2002, he worked for Penn Street Advisors, Inc. the Penn Street Funds, The Vanguard Group, Rittenhouse Financial Services and CoreStates Investment Advisors. Doug holds the Chartered Financial Analyst designation and he is Chartered Market Technician. He is a member of the Financial Analysts of Philadelphia, the Philadelphia Securities Association and the National Association of Business Economists. He earned his Bachelor of Science in finance from Penn State University and his M.S. in finance from Drexel University.
 
Michael E. Santelli, CFA, CPA
Managing Director, Mid Cap Value & Focused Equity
  • Industry Experience: 19 years
  • B.S., George Washington University
  • M.B.A., University of Chicago
 
Michael has leadership responsibility for the Mid Cap Value and Focused Equity team. Michael has previous investment experience that includes positions in research and portfolio management. Prior to joining the firm or its predecessor, he was with Donaldson, Lufkin, and Jenrette’s mortgage research department. Michael has served previously as taxable fixed income team lead and as a mortgage and asset backed portfolio manager for the firm. A CFA charterholder and a Certified Public Accountant, Michael received a B.S. degree from George Washington University and an M.B.A. from the University of Chicago.
 
Martin C. Schulz, J.D.
Managing Director, International Equity
  • Industry Experience: 15 years
  • B.A., Cornell
  • M.B.A., George Washington University
  • J.D., George Washington University
 
Martin is a member of the Leadership Team and managing director of the International Equity team. Martin has previous investment experience, including positions in equity research and portfolio management. Prior to joining the firm or its predecessor, he was a portfolio manager with National City Corporation. Martin received a B.A. in international relations from Cornell University, graduating magna cum laude, and an M.B.A. in international business and a J.D. from George Washington University. Martin speaks fluent German and French.
 
Stephen Winterstein
Managing Director, Municipal Fixed Income
  • Industry Experience: 22 years
  • B.S., Millersville University
  • M.B.A., Lehigh University
 
Steve is managing director of Municipal Fixed Income, forming the team in 1998. He oversees the group's management and establishes the investment strategies for clients. Steve is a former arbitrator for the Municipal Securities Rulemaking Board and was part of an advisory panel to Standard & Poor’s, providing a practitioner’s insight during the development of tax-exempt municipal indexes. He lectures regularly, is a featured speaker at seminars and conferences, and is quoted frequently in the media. He is active in numerous groups and associations, including the Princeton University Center for Economic Policy Studies. Steve earned his bachelor’s degree in economics from Millersville University and an M.B.A. from Lehigh University.
 
Brian Harrington
Managing Director, Sales and Consultant Relations
  • Industry Experience: 20 years
  • B.A., LeMoyne College
 
Brian is the managing director of sales and consultant relations. He joined the firm and its predecessors in 2005 as head of institutional business development and client service. He was formerly a partner and head of institutional sales and client service at the investment advisory firm Brown Advisory. Prior to joining Brown Advisory, he served as a managing director for ING with responsibility for business development in the Mid-Atlantic and Southern Regions of the United States. Before he assumed his role with ING, he served as the chief of staff for Aetna Financial Services (now ING Group). He also spent six years as the director for private and public sector relations at the Resolution Trust Corporation’s Oversight Board, the Washington D.C.-based federal agency responsible for the Savings and Loan Cleanup. In addition, he served in the office of public affairs for the International Trade Administration at the United States Department of Commerce. Brian is a graduate of LeMoyne College. He serves on the executive board of the Baltimore Area Chapter of the Boy Scouts of America and is a trustee of the Maryland Historical Society.
 
Jennifer Spratley, CPA
Managing Director, Administration
  • Industry Experience: 19 years
  • B.S., Lehigh University
 
Jennifer joined the firm and its predecessors in September 2007 as the Head of Fund Administration. She also serves as the Vice President and Treasurer to PNC Funds, Inc. and PNC Alternative Investment Funds. Jennifer previously served as the Unit Leader of Fund Accounting and Administration for SEI Investments Global Funds Services where she had been employed since 1999. Prior to SEI, she was an Audit Senior Manager in the Financial Services Division of Ernst & Young LLP. Jennifer is a Certified Public Accountant and earned a B.S. in Business and Economics from Lehigh University.
 
Keith D. Weigel, CFA
Managing Director, Product Management
  • Industry Experience: 23 years
  • B.A., State University of New York, Buffalo
  • M.B.A., State University of New York, Buffalo
 
Keith leads the product management team and chairs the Asset Allocation Committee. He works closely with portfolio managers, distribution, marketing and compliance to align priorities, derive competitive positioning and develop and refine the firm's investment products. His extensive experience with a wide range of client segments facilitates the development of pertinent style and product customization. Before assuming the product management position, he was regional director of client service for the state of Michigan. Previously, he was a relationship and portfolio manager with JP Morgan Asset Management, responsible for clients and portfolios across a variety of segments. Keith holds a B.A. in Economics and an M.B.A. with a concentration in Finance from the State University of New York at Buffalo.