The Short Duration 1- 5 Year strategy seeks income stability, capital preservation, and liquidity, with a goal of delivering competitive risk adjusted returns versus the benchmark.
The strategy typically invests in investment grade corporate bonds, mortgage-backed securities, AAA-rated asset-backed securities, and U.S. Treasury bonds.
$1,405M
6/30/2014
ICE BofA 1-5 Yr US Corp & Govt Index
Senior Risk AnalystAssistant Portfolio Manager
Industry Experience: 20 years
Education:BSBA, University of Pittsburgh; MBA, Washington University in St. Louis
Kelly is a senior risk analyst, responsible for verifying and monitoring the key risk attributes of the firm's investment strategies. He also serves as a structured product analyst and assistant portfolio manager for custom short duration strategies. He joined the firm in 2010 following his role as an analyst with PNC's distressed consumer-mortgage portfolios. His prior industry experience includes roles as a portfolio assistant at Brown Brothers Harriman and a research analyst at Interactive Data Corp. Kelly graduated with a Bachelor of Science in business administration from The University of Pittsburgh and a Master of Business Administration from Washington University in St. Louis. Kelly also holds the Chartered Financial Analyst® (CFA) designation.
Client Portfolio Manager
Industry Experience: 23 years
Education:BS, University of Delaware; MBA, Loyola University Maryland
As a client portfolio manager, Jeff acts as a liaison between the portfolio management teams and clients, relationship managers, and business development officers. Additionally, he participates in the development and communication of client and marketing content. Jeff is also lead portfolio manager for custom 1-5 year short duration strategies. Prior to joining the firm in 2016, Jeff served as a fixed income portfolio manager with Wilmington Trust Investment Advisors. Jeff graduated with a Bachelor of Science in accounting from The University of Delaware and a Master of Business Administration from Loyola University, Maryland. Jeff also holds the Chartered Financial Analyst® (CFA) designation.
Chief Investment Officer
Industry Experience: 29 years
Education:BBA, James Madison University
Sean is managing director and chief investment officer of PNC Capital Advisors. 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. Prior to joining the firm in 2004, Sean spent six years at Freddie Mac in credit research and four years as a bank credit analyst at the rating agency LACE Financial Corporation (now Kroll Bond Rating Agency). Sean graduated cum laude with a Bachelor of Business Administration from James Madison University. He also holds the Chartered Financial Analyst® (CFA) designation.
As of 12/31/23. Source: Advent Portfolio Exchange® (APX). Performance returns are presented gross and net of fees and include the reinvestment of all income. Gross of fee performance returns do not reflect the payment of investment advisory fees and other expenses related to your account. Actual returns will be reduced by the advisory fee specific to your account and other expenses that may be incurred in the management of the account. Please refer to our GIPS® report, which includes additional disclosures. Past performance is no guarantee of future results.
As of 6/30/23. Source: Advent Portfolio Exchange® (APX). Performance returns are presented gross and net of fees and include the reinvestment of all income. Gross of fee performance returns do not reflect the payment of investment advisory fees and other expenses related to your account. Actual returns will be reduced by the advisory fee specific to your account and other expenses that may be incurred in the management of the account. Please refer to our GIPS® report, which includes additional disclosures. Past performance is no guarantee of future results.