Sales and Client Service Team

Brian is the managing director of sales and consultant relations. He joined the firm 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.

Dave is responsible for the communication of investment policy, process, and structure across the firm's internal client base. Additionally, he manages the firm’s sales support function, including the request for proposal response process. Dave has extensive investment experience including positions in portfolio management and investment administration. He has been with the firm since 1995. A CFA charterholder, Dave received a B.S. from Marquette University and an M.B.A. from Bowling Green State University.

Tim is managing director of retail distribution for PNC Funds, responsible for sales through retail financial intermediaries including broker dealers. Tim joined the firm in 2004 from PFPC Distributors Inc., where he provided sales consulting and outsourced wholesaling services for investment firms as senior vice president, senior managing director of third party distribution. He previously held several positions with Victory Capital Management, an investment management subsidiary of KeyCorp, including national sales director, registered investment advisor and independent broker dealer sales channel. Tim has also held positions such as national sales manager and financial consultant during a 16-year retail brokerage career. He has Series 7, 9, 24, 63 and 65 licenses and a B.A. in economics from Denison University.

John is an institutional client advisor who coordinates delivery of products and services to clients in his designated region. His key responsibilities include maintaining close working relationships with existing clients as the single point of contact for all matters related to their portfolios and developing new business opportunities. Prior to joining the firm in 2010, John spent 13 years with JPMorgan Chase, where he held various relationship manager and client service positions. He also previously worked at Harris Bank as a network/product manager and a client service representative. John earned a bachelor’s degree in accounting and computer science from the University of Michigan and a master’s degree in business administration/international business from Loyola University - Chicago.

Caleb is an institutional client advisor who coordinates delivery of products and services to clients in his designated region. His key responsibilities include maintaining close working relationships with existing clients as the single point of contact for all matters related to their portfolios and developing new business opportunities. He previously was an associate investment advisor with PNC Wealth Management. His prior experience involved positions as a credit administrator, senior associate, portfolio associate, and licensed banker. Caleb received a bachelor’s degree in finance and banking from the University of Missouri.

Craig is a senior institutional client advisor who coordinates delivery of products and services to clients in his designated region. His key responsibilities include maintaining close working relationships with existing clients as the single point of contact for all matters related to their portfolios and supporting new business opportunity development. Prior to joining the firm in 2007, Craig served as vice president and client advisor in JPMorgan Chase’s Institutional Investment Management Group, where he worked with a wide range of clients including corporations, hospitals, endowments, foundations and Taft-Hartley plans. He also has worked as an associate investment manager and a portfolio analyst. Craig earned his bachelor’s degree in accounting from Western Michigan University and a master's degree in business administration from Eastern Michigan University. He is a CFA charterholder.

Loyd is a senior institutional client advisor who coordinates delivery of products and services to clients in his designated region. His key responsibilities include maintaining close working relationships with existing clients as the single point of contact for all matters related to their portfolios and supporting new business opportunity development. Before joining the firm in 2012, Loyd served as an institutional sales director with Capital Securities, developing and executing investment strategies for institutional clients. He held similar positions previously with RBC Dain Rauscher and Salomon Brothers. Prior to that, he was a senior investment consultant with Yanni-Bilkey. His background also includes experience as an analyst and portfolio manager. Loyd earned a B.S. in public policy and management and an M.S. in finance and public policy from Carnegie Mellon University. He holds Series 2, Series 3, Series 7, Series 65, and Series 66 licenses.

Chris is an institutional client advisor who coordinates delivery of products and services to clients in his designated region. His key responsibilities include maintaining close working relationships with existing clients as the single point of contact for all matters related to their portfolios and supporting new business opportunity development. Prior to joining the firm in 2012, Chris was a portfolio/relationship manager with PNC’s Institutional Investment Group. He previously held various positions in the banking industry. Chris received a bachelor’s degree in economics from Dickinson College and a master’s degree in finance from Loyola University - Maryland, where he is an adjunct associate professor at the Sellinger School of Business.

Tim is a senior institutional client advisor who coordinates delivery of products and services to clients in his designated region. His key responsibilities include maintaining close working relationships with existing clients as the single point of contact for all matters related to their portfolios and supporting new business opportunity development. Tim has over 30 years of investment experience focused on institutional clients. His professional experience includes portfolio management, research, underwriting, and investment strategy. Tim joined the firm in 1997. A CFA charterholder, Tim holds a bachelor's degree in economics from Georgetown University and a master's degree in business administration from Boston College.

Matt is a senior institutional client advisor who coordinates delivery of products and services to clients in his designated region. His key responsibilities include maintaining close working relationships with existing clients as the single point of contact for all matters related to their portfolios and developing new business opportunities. He joined the firm in 2012, coming from the PNC Institutional Investment Group where he was a senior portfolio manager. He also served as a senior investment strategist with the Asset Management Group. His previous experience includes positions as a quantitative analyst with PNC and a quantitative consultant with Callan Associates. He received a bachelor's degree in business from Indiana University and a master's degree in business administration from the University of Chicago.

Bill is a senior institutional client advisor who coordinates delivery of products and services to clients in his designated region. His key responsibilities include maintaining close working relationships with existing clients as the single point of contact for all matters related to their portfolios and supporting new business opportunity development. Prior to joining the firm in 2008, he worked at Goodyear Tire and Rubber Company, where he was a senior investment analyst, managing the company’s $8 billion pension and savings plans and overseeing asset manager reviews and investment committee strategy meetings. Prior to that, Bill spent 10 years with Boyd Watterson Asset Management, where he specialized in institutional client relationships, including corporations, public entities, Taft-Hartley organizations and foundations; was lead portfolio manager of its municipal product; and served on the fixed income/equity committees. Bill earned a bachelor of science degree from the University of Akron and a master's degree in business administration from Case Western Reserve University’s Weatherhead School of Management.

Chad is an institutional client advisor who coordinates delivery of products and services to clients in his designated region. His key responsibilities include maintaining close working relationships with existing clients as the single point of contact for all matters related to their portfolios and supporting new business opportunity development. Before joining the firm in 2005, Chad was a marketing and client services vice president and director of consultant relations with Conseco Capital Management. He was also the manager of the national sales desk for the Conseco Fund Group. He has also served as a senior portfolio manager for the investment advisors division of Fifth Third Bank. Chad holds a bachelor's degree in public finance with a minor in economics from Indiana University.