Sales and Client Service Team


Institutional Client Advisors

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Timothy McDonough, CFA
Managing Director of Client Service
timothy.mcdonough@pnc.com
Industry Experience: 35 years
B.A., Georgetown University
M.B.A., Boston College

Tim is managing director of client service for PNC Capital Advisors. He coordinates delivery of products and services to clients, with specialization in proprietary investment management products from PNC Capital Advisors. 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. In addition, Tim serves in a national capacity as the firm’s Institutional Investment Director. He works with PNC Capital’s team of client advisors across markets to ensure a consistent, high quality client experience. He has more than 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 earned a Bachelor of Arts degree in economics from Georgetown University and an M.B.A. from Boston College.

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James Bailey, CFA
Senior Relationship Manager
james.bailey@pnc.com
Industry Experience: 12 years
B.B.A. and M.S., Kent State University

James is a senior relationship manager who coordinates delivery of products and services to clients in the Central region. His key responsibilities include maintaining close working relationships with existing clients, managing portfolios in accordance with the investment policy statement, providing recommendations for strategic and tactical changes in allocation based on each client’s unique needs, and supporting the development of new business opportunities. Prior to joining the firm in 2012, James spent seven years at KeyBank as an interest rate and commodity derivatives senior trader and as a senior member of the Foreign Exchange and International Trade sales team. He also served as a trading associate at TransMarket Group in Chicago, Ill. James earned a Bachelor of Business Administration degree in finance, as well as a Master of Science degree from Kent State University. He holds the Chartered Financial Analyst designation and is a member of CFA Institute. In addition, he previously served as president of the Cleveland CFA Society.

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John Coates, CFA, CAIA
Senior Relationship Manager
john.coates@pnc.com
Industry Experience: 22 years
B.S., Florida State University
M.B.A., Florida Atlantic University

John is a senior relationship manager who coordinates delivery of products and services to clients, with specialization in proprietary investment management products from PNC Capital Advisors. 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. John has more than 19 years of industry experience. Prior to joining the firm in 2015, he was a portfolio manager with Franklin Templeton Investments where he managed both global equity and global fixed income portfolios. Prior to that he served a director of portfolio analytics with that firm. John earned a Bachelor of Science degree in finance and management from Florida State University and an M.B.A. from Florida Atlantic University. In addition, he holds the Chartered Financial Analyst designation, as well as the Chartered Alternative Investment Analyst designation.

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William Dent, CFA
Senior Relationship Manager
william.dent@pnc.com
Industry Experience: 21 years
B.B.A. and M.B.A., Kent State University

Bill is a senior relationship manager who coordinates the delivery of products and services to clients. His key responsibilities include maintaining close working relationships with existing clients, managing portfolios in accordance with the investment policy statement, providing recommendations for strategic and tactical changes in allocation based on each client’s unique needs, and supporting the development of new business opportunities. Bill has more than 26 years of industry experience. Prior to assuming his current position in 2014, he served in product and strategic relationship management with Touchstone Advisors and in asset advisory services for KeyCorp and its predecessor companies. Bill earned a Bachelor of Business Administration degree in finance and economics, as well as an M.B.A. from Kent State University. He also holds the Chartered Financial Analyst designation.

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Brian Freyvogel, CFA
Senior Relationship Manager
brian.freyvogel@pnc.com
Industry Experience: 21 years
B.S., The Pennsylvania State University
M.B.A., University of Pittsburgh

Brian is a senior relationship manager who coordinates the delivery of products and services to clients. His key responsibilities include maintaining close working relationships with existing clients, managing portfolios in accordance with the investment policy statement, providing recommendations for strategic and tactical changes in allocation based on each client’s unique needs, and supporting the development of new business opportunities. Prior to assuming his current position, Brian was a senior investment manager with Carnegie Mellon’s endowment. Prior to that, he served as a senior portfolio manager and later as an equity analyst with BNY Mellon. Brian earned a Bachelor of Science degree in accounting from The Pennsylvania State University and an M.B.A. from the Katz Graduate School of Business at the University of Pittsburgh. He holds the Chartered Financial Analyst designation, as well as the Chartered Market Technician designation and is a certified public accountant.

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Andrew Gillentine
Senior Relationship Manager
andrew.gillentine@pnc.com
Industry Experience: 9 years
B.S., Texas Christian University

Andrew is a senior relationship manager who coordinates delivery of products and services to clients in his designated region. His key responsibilities include maintaining close working relationships with existing clients, managing portfolios in accordance with the investment policy statement, providing recommendations for strategic and tactical changes in allocation based on each client’s unique needs, and supporting the development of new business opportunities. Andrew started in the industry in 2008. Prior to joining the firm in 2015, he served as a portfolio analyst with Asset Consulting Group where he primarily worked with public and corporate pension plans. He earned a Bachelor of Science degree in economics from Texas Christian University.

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Craig Haynes, CFA
Senior Relationship Manager
craig.haynes@pnc.com
Industry Experience: 20 years
B.S., Western Michigan University
M.B.A., Eastern Michigan University

Craig is a senior relationship manager who coordinates delivery of products and services to clients, with specialization in proprietary investment management products from PNC Capital Advisors. 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 a Bachelor of Science degree in accounting from Western Michigan University and an M.B.A. from Eastern Michigan University. He is a CFA charterholder.

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Christopher Little
Senior Relationship Manager
christopher.little@pnc.com
Industry Experience: 10 years
B.A., Dickinson College
M.S., Loyola University - Maryland

Chris is a senior relationship manager who coordinates delivery of products and services to clients, with specialization in proprietary investment management products from PNC Capital Advisors. 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 earned a Bachelor of Arts degree in economics from Dickinson College and a Master of Science degree in finance from Loyola University - Maryland, where he is an adjunct associate professor at the Sellinger School of Business.

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William McVail, CFA
Senior Relationship Manager
william.mcvail@pnc.com
Industry Experience: 30 years
B.A., Vassar College

Bill is a senior relationship manager who coordinates delivery of products and services to clients in the eastern Pennsylvania, New Jersey and Delaware area. His key responsibilities include maintaining close working relationships with existing clients, managing portfolios in accordance with the investment policy statement, providing recommendations for strategic and tactical changes in allocation based on each client’s unique needs, and supporting the development of new business opportunities. Prior to assuming his current role, Bill held multiple investment positions with the firm including positions as a credit and equity analyst and an institutional portfolio manager. He later managed small-cap equity portfolios for Turner Investments. Bill earned a Bachelor of Arts degree in economics and in psychology from Vassar College. In addition, he holds the Chartered Financial Analyst designation.

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Chad Walker
Relationship Manager
chad.walker@pnc.com
Industry Experience: 21 years
B.S., Indiana University

Chad is a relationship manager who coordinates delivery of products and services to clients, with specialization in proprietary investment management products from PNC Capital Advisors. 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 earned a Bachelor of Science degree public finance with a minor in economics from Indiana University.

Intermediary

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Timothy M. Mahoney
Managing Director of Intermediary Distribution
timothy.mahoney@pnc.com
Industry Experience: 31 years
B.A., Denison University

Tim is the managing director of intermediary distribution for PNC Capital Advisors, responsible for sales through retail financial intermediaries including broker dealers. He 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. Tim previously held several key positions with Victory Capital Management, an investment management subsidiary of KeyCorp, including national sales director, registered investment advisor and independent broker dealer sales channel. He also held positions such as national sales manager and financial consultant during a 16-year retail brokerage career. Tim earned a Bachelor of Arts degree in economics from Denison University.