Investment Teams


Equity Team

Large Cap Advantage Equity

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Douglas J. Roman, CFA, CMT
Managing Director, Large Cap Advantage Equity
douglas.roman@pnc.com
Industry Experience: 31 years
B.S., Penn State University
M.S., Drexel University

Doug, a managing director, developed the Large Cap Advantage Equity investment process and is the portfolio manager for the Large Cap Advantage core, growth, and value portfolios. In addition, he serves as a portfolio manager for the Multi-Factor All Cap, Large Cap Growth, and Large Cap Value Funds. He is responsible for directing the quantitative efforts of the Large Cap Advantage team and overseeing the respective research group. Prior to joining the firm 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 is a Chartered Market Technician. He is a member of the Financial Analysts of Philadelphia and also serves on Drexel University's Finance Advisory Council. He earned a Bachelor of Science degree in finance from Penn State University and a Master of Science degree in finance from Drexel University.

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Mark W. Batty, CFA
Senior Portfolio Manager
mark.batty@pnc.com
Industry Experience: 28 years
B.S., Drexel University
M.S., Drexel University

Mark is a senior portfolio manager on the Large Cap Advantage Equity team, the co-lead portfolio manager for the Dividend Focus strategy, and a portfolio manager for the Multi-Factor All Cap, Large Cap Growth, and Large Cap Value Funds. He also provides research coverage on the Financial sector. Prior to joining the firm in 2003, Mark held positions with the Pennsylvania Trust, Penn Mutual Life Insurance, Ryan, Beck & Co., and CoreStates Investment Advisors. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute. He earned a Bachelor of Science in Business Administration degree and a Master of Science degree in finance from Drexel University.

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Steven C. Baumgarten
Portfolio Manager
steven.baumgarten@pnc.com
Industry Experience: 20 years
B.A., University of Pittsburgh
M.B.A., University of Pittsburgh

Steve is a portfolio manager with the Large Cap Advantage Equity team and the co-lead portfolio manager for the Dividend Focus strategy. He also provides research coverage on the retail, automotive, restaurant, and internet retail industries in the Consumer Discretionary sector, as well as food and staples retailing in the Consumer Staples sector. Prior to joining the firm in 2006, Steve worked with Parker/Hunter Inc. and Prudential Financial. He received his M.B.A. in finance from the Katz Graduate School of Business at the University of Pittsburgh. Steve also attended the University of Pittsburgh for his undergraduate studies, where he received a Bachelor of Arts degree in economics and business, as well as a certificate in accounting.

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Paul C. Crovo
Equity Analyst
paul.crovo@pnc.com
Industry Experience: 33 years
B.A., Loyola College
M.B.A., Loyola College

Paul is an equity analyst with the Large Cap Advantage Equity team, providing research coverage on companies within the Energy and Utilities sectors. Prior to joining the firm in 2006, Paul worked with Pitcairn Financial Services, General Accident Insurance, and Alex Brown & Sons. He is a member of the Philadelphia Financial Analysts Society and the National Association of Petroleum Investment Analysts (NAPIA). He earned a Bachelor of Arts degree and an M.B.A. from Loyola University in Baltimore.

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Joseph J. Jordan, CFA
Equity Analyst
joseph.jordan@pnc.com
Industry Experience: 38 years
B.S.B.A., Drexel University

Joe is an equity analyst with the Large Cap Advantage Equity team, providing research coverage on companies in the media, gaming, and lodging industries within the Consumer Discretionary sector; beverages, household and personal products, and foods industries within the Consumer Staples sector; and the Telecommunications sector. He began his investment career with the State of New Jersey Division of Investments, then joined New Jersey National Bank, First Pennsylvania Bank, and Merrill Lynch before joining the firm in 1988. Joe holds the Chartered Financial Analyst designation. He earned a Bachelor of Science in Business Administration degree with concentrations in finance and marketing from Drexel University.

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William H. Gorman, CFA
Equity Analyst
william.gorman@pnc.com
Industry Experience: 36 years
B.S.B.A., University of Delaware
M.B.A., University of Delaware

Bill is an equity analyst with the Large Cap Advantage Equity team, providing research coverage on companies in the Information Technology sector. Prior to joining the firm in 1984, Bill worked with Fidelity Bank and with a private consulting firm in Radnor, Pa. He holds the Chartered Financial Analyst designation, and he is a member of the CFA Society of Philadelphia. Bill earned a Bachelor of Science in Business Administration degree and an M.B.A. from the University of Delaware.

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Michael D. Rocco
Equity Analyst
michael.rocco@pnc.com
Industry Experience: 33 years
B.S., Temple University
M.B.A., La Salle University

Mike is an equity analyst with the Large Cap Advantage Equity team, providing research coverage on companies in Industrials and Materials sectors. Prior to joining the firm in 2006, Mike worked with Weik Investments, Cypress Capital Management, LLC, the Philadelphia Investment Management Group and Koch Industries. He earned a Bachelor of Science degree from Temple University and an M.B.A. from La Salle University, where he majored in finance.

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Luyi Guo, Ph.D., CFA
Health Care Equity Analyst
luyi.guo@pnc.com
Industry Experience: 10 years
B.S. Central Michigan University
Ph.D. University of Michigan
M.B.A. Wharton School at the University of Pennsylvania

Luyi is an equity analyst with the Large Cap Advantage Equity team, providing research coverage of companies in the pharmaceutical, biotechnology, health care equipment and supplies, and the life sciences tools and services industries within the health care sector. Prior to assuming her current position in 2015, Luyi served as a global marketing director at Novartis Oncology. Previously, she also served as a strategic planning associate and later as an assistant vice president with PNC Healthcare. Luyi earned a Bachelor of Science degree in chemistry from Central Michigan University, graduating summa cum laude and receiving the Michigan Governing Board Award. In addition, she earned a Ph.D. in medicinal chemistry from the University of Michigan at Ann Arbor and an M.B.A. from the Wharton School at the University of Pennsylvania, where she graduated with honors. She holds the Chartered Financial Analyst designation and is a member of the CFA Institute.

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Michael W. Coleman, CFA
Equity Analyst
michael.coleman@pnc.com
Industry Experience: 6 years
B.S.B.A., Drexel University

Michael, an equity analyst with the Large Cap Advantage Equity team, conducts quantitative equity analysis. He provides research recommendations across all sectors, focusing on the team's proprietary quantitative model. Michael also provides research coverage of companies in the health-care providers and servicers industry, as part of the Health Care sector coverage. In addition, he is part of the portfolio management team for the firm's multi-asset solutions, as well as the Multi-Factor All Cap, Large Cap Growth, and Large Cap Value Funds. Prior to joining the firm in 2012, he had co-op experience as an equity and quantitative research assistant at PNC, as well as co-op experience with Turner Investment Partners, LLC, and Susquehanna International Group. Michael earned a Bachelor of Science in Business Administration degree with a concentration in economics from Drexel University where he graduated as the university valedictorian. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.

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Maureen Callahan
Senior Equity Trader
maureen.callahan@pnc.com
Industry Experience: 31 years
B.S., St. Joseph's University

Maureen is the senior equity trader for PNC Capital Advisors. She focuses on the Large Cap Advantage Equity team's trading needs, overseeing trade processing and ensuring that all accounts are invested in accordance with the client investment policy statement and in line with the model portfolios. Maureen joined the firm in 2005, coming from LaBranche Financial Services, where she was vice president of institutional sales trading. Prior to that, she was vice president of institutional sales for Abel Noser Corp., and head trader at Corestates Financial. Maureen holds a Bachelor of Science degree in finance from St. Joseph's University in Philadelphia.

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Rebecca L. Dempsey
Equity Trader
rebecca.dempsey@pnc.com
Industry Experience: 20 years
B.S., Kent State University
M.B.A., Cleveland State University

Becky is an equity trader responsible for supporting the structured small cap and fundamental small cap teams. She joined the firm in 1999. Before becoming an equity trader, she was a member of the money market team, trading for all of the firm funds. Previously, she was an account manager with Gratry and Company where she traded, reported performance and handled administration for a group of investment clients. Becky earned a Bachelor of Science degree from Kent State University and an M.B.A. from Cleveland State University. She is a member of the Cleveland Security Traders Association.

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Daniel Castrogiovanni
Equity Portfolio Analyst
daniel.castrogiovanni@pnc.com
Industry Experience: 8 years
B.A., University of Pittsburgh.

Dan, an equity portfolio analyst, supports the Advantage Equity team in its research, analysis, and portfolio management. Prior to joining the firm in 2015, he served as an associate equity trader with Glenmede Investment Management and as an analyst with SEI Investment Company. Dan earned a Bachelor of Arts degree in health services management from the University of Pittsburgh.

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King Lee
Equity Portfolio Analyst
King.Lee@pnc.com
Industry Experience: 3 years
B.S.B.A., Drexel University

King, an equity portfolio analyst, supports the Advantage Equity team in its research, analysis, and portfolio management. Prior to joining the firm in 2015, he served as an intern with the Advantage Equity team. In addition, he had co-op experience as a fund investment analyst with Hamilton Lane Advisors and as a tax associate with ACE Group. King earned a Bachelor of Science degree in business administration and graduated cum laude from Drexel University.

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Natalie Marvi-Romeo, CFA, CAIA
Client Portfolio Manager
natalie.marvi-romeo@pnc.com
Industry Experience: 27 years
B.S., Pennsylvania State University

Natalie is the client portfolio manager for the Select Equity and Large Cap Advantage Equity investment teams. She is responsible for communicating all elements of each team's investment philosophy, process, and performance. In addition, she provides in-depth, sophisticated insights into specific portfolio strategy and individual securities and also serves as a key client service representative for the teams. Natalie has more than 25 years of experience in the investment management business. Prior to joining the firm, she served as a managing director on the Global Distribution team at Turner Investments. She was also an executive director at Echo Point Investment Management, as well as the portfolio specialist of that firm's investment team. Previously, Natalie worked at Morgan Stanley Investment Management in New York, Philadelphia, and London. She started in the investment management industry with Miller, Anderson & Sherred, LLP, and began her business career with Deloitte & Touche in Philadelphia. Natalie earned a Bachelor of Science degree in accounting from The Pennsylvania State University. She holds the Chartered Financial Analyst designation, as well as the Chartered Alternative Investment Analyst designation.

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Eric Pettway, CFA
Portfolio Manager, Custom Dividend Focus
Eric.Pettway@pnc.com
Industry Experience: 21 years
B.S., Indiana University
M.B.A., Indiana University

Eric is a portfolio manager for Custom Dividend Focus portfolios with the Large Cap Advantage Equity team. He is responsible for the investment management and client service of customized Dividend Focus portfolios. He specializes in active management of dividend strategies and has a long track record of creating customized portfolios focused on the objective of generating income with reduced risk. Prior to assuming his current position, Eric served as a senior investment adviser with the firm's Institutional Asset Management group. Previously, he was a co-portfolio manager and analyst at MacKay Shields, a subsidiary of New York Life, for a $1.7 billion equity and convertible bond fund for institutional, mutual fund, and high-net-worth clients. Eric earned a Bachelor of Science degree in computer information systems, as well as an M.B.A. in finance with a specialization in investment management from Indiana University's Kelley School of Business. He is a CFA charterholder and a member of the CFA Society of Cincinnati.

Select Equity

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James E. Mineman
Managing Director, Portfolio Manager
james.mineman@pnc.com
Industry Experience: 24 years
B.S.B.A., Southern Illinois University
M.A., St. Louis University

James, a managing director, is the lead portfolio manager of the Select Equity investment team that manages the Small Cap Equity strategy. He specializes in managing the team's equity research process. Consistent with the generalist approach, he serves in the capacity of analyst and portfolio manager. James, who joined the firm along with the team in 2004, has been with the core team since its founding in 1994. He earned a Bachelor of Science in Business Administration degree with a specialization in finance from Southern Illinois University and a Master of Finance degree from St. Louis University.

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M. Jed Ellerbroek Jr., CFA
Associate Portfolio Manager
michael.ellerbroek@pnc.com
Industry Experience: 13 years
B.S., University of Northern Iowa

Jed is an associate portfolio manager on the Select Equity investment team that manages the Small Cap Equity strategy. He provides security analysis and idea generation to the portfolio management process. He joined the firm in 2008 from Wachovia Capital Markets, where he was an associate analyst covering leisure and consumer discretionary. Prior to Wachovia, he was an investment analyst at Jeffry Slocum & Associates, an investment consultant. Jed earned a Bachelor of Science degree from the University of Northern Iowa with majors in finance and economics. He is a CFA charterholder.

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Lisa A. Teter
Senior Analyst
lisa.teter@pnc.com
Industry Experience: 24 years
B.S., Southern Illinois University

Lisa is a senior analyst on the Select Equity investment team that manages the Small Cap Equity strategy. Her responsibilities include security analysis and idea generation within the portfolio management process. Lisa, who joined the firm along with the team in 2004, has been with the core team since its founding in 1994. She earned a Bachelor of Science degree in finance and management from Southern Illinois University.

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Brian Reynolds, CFA
Senior Analyst
brian.reynolds@pnc.com
Industry Experience: 11 years
B.S.B.A., University of Missouri-St. Louis

Brian is a senior analyst on the Select Equity investment team that manages the Small Cap Equity strategy. He provides security analysis and idea generation to the portfolio management process. . He joined the team in 2013, after holding an investment position previously with PNC Wealth Management. Brian earned a Bachelor of Science in Business Administration degree from the University of Missouri-St. Louis and is a CFA charterholder.

Chris Stam
Analyst
christopher.stam@pnc.com
Industry Experience: 1 year
B.S., The Pennsylvania State University

Chris is a research analyst on the Select Equity investment team that manages the Small Cap Equity strategy. He provides security analysis and idea generation to the portfolio management process.  He joined the team in October 2018 after spending 18 months with the team while in the PNC Institutional Asset Management Analyst program.  Chris earned a Bachelor of Science in Finance degree from Penn State University. 

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Natalie Marvi-Romeo, CFA, CAIA
Client Portfolio Manager
natalie.marvi-romeo@pnc.com
Industry Experience: 27 years
B.S., Pennsylvania State University

Natalie is the client portfolio manager for the Select Equity and Large Cap Advantage Equity investment teams. She is responsible for communicating all elements of each team's investment philosophy, process, and performance. In addition, she provides in-depth, sophisticated insights into specific portfolio strategy and individual securities and also serves as a key client service representative for the teams. Natalie has more than 25 years of experience in the investment management business. Prior to joining the firm, she served as a managing director on the Global Distribution team at Turner Investments. She was also an executive director at Echo Point Investment Management, as well as the portfolio specialist of that firm's investment team. Previously, Natalie worked at Morgan Stanley Investment Management in New York, Philadelphia, and London. She started in the investment management industry with Miller, Anderson & Sherred, LLP, and began her business career with Deloitte & Touche in Philadelphia. Natalie earned a Bachelor of Science degree in accounting from The Pennsylvania State University. She holds the Chartered Financial Analyst designation, as well as the Chartered Alternative Investment Analyst designation.

Structured Equity

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Hitesh C. Patel, Ph.D.
Managing Director, Structured Equity
hitesh.patel@pnc.com
Industry Experience: 24 years
B.S., University of Gujarat
M.S., Bombay University
Ph.D., University of Illinois, Chicago

Hitesh, a managing director, leads the Structured Equity team, which focuses on the small-cap core, growth, and value strategies. His team?s investment philosophy is fundamental in nature and systematic in execution, using quantitative methods that are designed to capture fundamentals and capitalize on systematic market inefficiencies. Prior to joining the firm in 2005, Hitesh served as director of research at Harris Investment Management. His quantitative research and portfolio management experience extends back to 1994. Hitesh earned a Bachelor of Pharmacy degree from the University of Gujarat, a Master of Science degree in pharmaceutical chemistry from Bombay University, and a Master of Science and a Ph.D. in medicinal chemistry from the University of Illinois at Chicago.

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Paul Kleinaitis, CFA
Senior Portfolio Manager
paul.kleinaitis@pnc.com
Industry Experience: 31 years
B.S., Northwestern University
M.S., Northwestern University

Paul is a senior portfolio manager for the Structured Equity team. He formerly served as team leader for small cap strategies and portfolio manager at Harris Investment Management for a small cap opportunity fund, a small cap aggressive growth fund, a small cap value fund and separate accounts managed in these same styles. His portfolio management and investment research experience extends back to 1987. Paul, who joined the firm in 2005, earned a Bachelor of Science degree in mechanical engineering from Northwestern University and a Master of Finance from the J.J. Kellogg Graduate School of Management at Northwestern. He is a CFA charterholder.

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Chen Chen, Ph.D.
Portfolio Manager
chen.chen@pnc.com
Industry Experience: 13 years
B.S., Nanjing University
M.S., Fudan University
Ph.D., University of Illinois, Chicago

Chen is a portfolio manager and senior quantitative analyst on the Structured Equity team in Chicago. Prior to joining the firm in 2005, Chen was a research assistant with the Department of Information and Decision Sciences of the University of Illinois at Chicago. At Chicago, her work included microstructure market model estimation utilizing Sequential Monte Carlo method and index portfolio construction with statistically smoothed capitalization weights. Chen earned a Bachelor of Science degree in mathematics from Nanjing University, a Master of Science degree in econometrics from Fudan University, and a Ph.D. in business statistics from the University of Illinois in Chicago.

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Jonathan J. Toerber Jr.
Senior Quantitative Analyst
jonathan.toerber@pnc.com
Industry Experience: 34 years
B.S., Northeastern Illinois University

Jonathan is a senior quantitative systems analyst on the Structured Equity team in Chicago. Prior to joining the firm in 2005, he was a senior systems consultant with Harris Bank and Harris Investment Management, Inc. Jonathan, whose industry experience extends back to 1984, has developed custom software solutions for equity, fixed income, foreign exchange and foreign exchange options trading desks, as well as software for middle and back office functions. At Harris Investment Management, he was also responsible for developing software applications and day-to-day support of all research and investment systems. Jonathan earned a Bachelor of Science degree in computer science from Northeastern Illinois University.

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Rebecca L. Dempsey
Equity Trader
rebecca.dempsey@pnc.com
Industry Experience: 20 years
B.S., Kent State University
M.B.A., Cleveland State University

Becky is an equity trader responsible for supporting the structured small cap and fundamental small cap teams. She joined the firm in 1999. Before becoming an equity trader, she was a member of the money market team, trading for all of the firm funds. Previously, she was an account manager with Gratry and Company where she traded, reported performance and handled administration for a group of investment clients. Becky earned a Bachelor of Science degree from Kent State University and an M.B.A. from Cleveland State University. She is a member of the Cleveland Security Traders Association.

International Equity

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Martin C. Schulz
Managing Director, International Equity
martin.schulz@pnc.com
Industry Experience: 23 years
B.A., Cornell University
M.B.A., George Washington University
J.D., George Washington University
M.S.S., U.S. Army War College

Martin leads the firm's international equity team responsible for the international core, international growth, and emerging market strategies. He has specific research coverage responsibility for Europe, formulates all investment strategy, and maintains final authority over all investment decisions.  Martin's industry experience extends to 1995 and includes positions in equity research and portfolio management. Prior to joining the firm in 1998, he was a portfolio manager with National City Corporation. Martin is fluent in German and conversant in French and has traveled to more than 90 countries. He earned a Bachelor of Arts degree in international relations from Cornell University, graduating magna cum laude. He received an M.B.A. in international business, a J.D. from George Washington University, and a Master of Strategic Studies from the U.S. Army War College. A paratrooper, Martin was honored as a General MacArthur Junior Officer Leadership Award winner and retired from the U.S. Army Reserve as a colonel after serving more than 30 years in special operations.

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Calvin Y. Zhang
Senior Analyst/Portfolio Manager
calvin.zhang@pnc.com
Industry Experience: 14 years
B.A., South China University of Technology
M.B.A., University of Rochester

Calvin is a senior research analyst/portfolio manager on the international equity team responsible for research and analysis on all Asian securities. He is the co-manager of the emerging markets strategy. Prior to joining the firm in 2008, he was an analyst and portfolio manager with Driehaus Capital Management, where he covered China, Taiwan, and Korea and helped manage its International Select Portfolio Fund. Previously, he served as an advisory client representative for IBM and as a diplomat in the Foreign Affairs Office of Guangdong, China. Calvin holds a Bachelor of Arts degree in English and computer science from the South China University of Technology and an M.B.A. from the University of Rochester.

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Robert Zhang
Senior Analyst
robert.zhang@pnc.com
Industry Experience: 12 years
B.S., The Ohio State University
M.S., Kent State University

Robert is a senior research analyst on the international equity team specializing in Southeast Asian securities and a special focus on stocks in emerging Asia. Prior to assuming his current position, he served as an analyst with Victory Capital Management in New York covering emerging-market small-cap equities in the Asia-Pacific region. Previously, he was a risk analyst with Key Bank's fixed-income trading desk. Robert earned a Bachelor of Science degree in computer science and engineering at The Ohio State University and a Master of Science degree in financial engineering from Kent State University.

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Scott Camp
Analyst/Trader
william.camp@pnc.com
Industry Experience: 15 years
B.A., Brown University
M.B.A., Case Western Reserve University

Scott is a research analyst and trader on the international equity team. He provides research coverage on companies in the United Kingdom, Canada, Australia, New Zealand, and the Middle East. He has also been the dedicated trader for the team since joining the firm as an equity trader in 2007. Scott was previously a NASDAQ market maker/trader with KeyBanc Capital Markets. Prior to that, he was a proprietary floor trader at the Chicago Board of Trade, trading Treasury futures. Scott holds a Bachelor of Arts degree from Brown University and an M.B.A. from Case Western Reserve University.

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Robert Szeles, CFA
Analyst
robert.szeles@pnc.com
Industry Experience: 6 years
B.S.B.A., John Carroll University

Bob is a research analyst on the international equity team providing coverage on companies in the Nordics and Eastern Europe. He joined the team in 2013 from PNC Investments, where he was an asset operations associate managing daily issues related to IRA accounts. He was previously a financial analyst with Avery Dennison Corporation. A CFA charterholder, Bob earned a Bachelor of Science degree in Business Administration from John Carroll University.

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Michael Czekaj, CFA
Analyst
michael.czekaj@pnc.com
Industry Experience: 7 years
B.S., Miami University

Michael is a research analyst on the international equity team providing coverage on companies in Latin America and Africa.  Prior to assuming his current position, Michael served as an analyst with Zelman Capital. Previously he worked at Broadleaf Partners. A CFA charterholder, Michael earned a Bachelor of Science degree in finance from the Farmer Business School at Miami University.

Fixed Income Teams

Fixed Income

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Sean T. Rhoderick, CFA
Chief Investment Officer, Taxable Fixed Income
sean.rhoderick@pnc.com
Industry Experience: 24 years
B.B.A., James Madison University

Sean, a managing director, is the chief investment officer for Taxable Fixed Income. Sean leads the strategy and performance for all taxable fixed income investments. He has more than 20 years of experience in research and fixed income. 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. Sean graduated cum laude from James Madison University with a Bachelor of Business Administration degree and holds the Chartered Financial Analyst designation. He is a member of the CFA Institute and serves on the Baltimore CFA Society's Board of Directors.

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Mark A. Lozina, CFA
Senior Portfolio Manager
mark.lozina@pnc.com
Industry Experience: 22 years
B.S., State University of New York at Geneseo
M.B.A., University of Rochester

Mark is lead portfolio manager for the actively managed short-duration portfolios. He is also the lead for all structured product research, such as mortgage-backed and asset-backed securities. Prior to joining the firm in 2002, he was with National City Corporation's Equity Sponsor Group, involved with senior debt lending for equity buyouts. A CFA charterholder, Mark earned a Bachelor of Science degree from the State University of New York at Geneseo and an M.B.A. from the University of Rochester.

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Cynthia D. Cole
Senior Portfolio Manager
cynthia.cole@pnc.com
Industry Experience: 33 years
B.S., Tri-State University
M.B.A., Xavier University

Cindy is a senior member of the Fixed Income team with responsibility for custom strategies and liability-driven investing. She also manages key client relationships and new business development. Cindy has over 25 years of investment experience including positions in insurance company portfolio management, research, and portfolio strategy. Prior to joining the firm in 1999, she was the corporate bond portfolio manager for Ohio Casualty Group. Cindy earned a Bachelor of Science degree from Tri-State University and an M.B.A. from Xavier University.

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Kelley K. Peel, CFA
Portfolio Manager
kelley.peel@pnc.com
Industry Experience: 20 years
B.S., Salisbury University
M.B.A., Loyola University Maryland

Kelley is a Fixed Income team portfolio manager for money market portfolios and custom cash strategies. Prior to joining the firm in 2000, she was a portfolio service associate with Legg Mason Wood Walker, Inc. Kelley earned a Bachelor of Science degree in finance and economics from Salisbury University and an M.B.A. in finance from Loyola University Maryland. She is a CFA charterholder and a member of the CFA Institute and the Baltimore CFA Society.

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John Graziani, CFA
Portfolio Manager
john.graziani@pnc.com
Industry Experience: 12 years
B.B.A., University of Notre Dame
M.B.A., University of Chicago

John is a portfolio manager for the Core Fixed and Core Plus strategies. He also leads the Quantitative and Risk Analytics team, partnering with the portfolio management teams to optimize portfolio structures. He joined the firm in 2006 and has served as a senior analyst managing corporate merger and divestiture transactions for various business units at PNC Financial Services Group. His professional experience also includes positions as an equity research analyst at Spin-Off Advisors and a senior auditor at Ernst & Young. John graduated magna cum laude with a Bachelor of Business Administration degree in accounting from the University of Notre Dame and earned an M.B.A. in finance, economics, and strategy from the University of Chicago Booth School of Business. He is a CFA charterholder.

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Jeff Neer, CFA
Client Portfolio Manager
jeffrey.neer@pnc.com
Industry Experience: 17 years
B.S., University of Delaware
M.B.A., Loyola University Maryland

Jeff, a client portfolio manager, serves as a subject matter expert on fixed income strategies and acts as a liaison between the portfolio management teams and clients, relationship managers, and business development officers. His responsibilities also include participating in the development and communication of content in support of all fixed income strategies. In addition, he serves as the portfolio manager of the 1- to 5-year Government/Credit strategies. Prior to assuming his current position, Jeff served as a fixed income portfolio manager with Wilmington Trust Investment Advisors. A CFA charterholder, Jeff earned a Bachelor of Science degree in accounting from the University of Delaware and an M.B.A. from Loyola University Maryland.

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Joseph D. Robison
Head of Research
joseph.robison@pnc.com
Industry Experience: 30 years
B.S., Hillsdale College
M.B.A., University of Notre Dame

Joe is head of credit research for the Fixed Income team, supporting all credit analysis efforts. Joe has many years of credit experience, having held positions in credit analysis, structured finance, and strategic analysis. Prior to joining the firm in 2000, he was senior vice president in National City's Structured Finance Group. Joe earned a Bachelor of Science degree from Hillsdale College and an M.B.A. from the University of Notre Dame.

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Christine Burnett
Head of Credit Strategy
christine.burnett@pnc.com
Industry Experience: 26 years
B.S.B.A., University of Louisville
M.B.A., Bellarmine University

Christine is head of credit strategy with the Fixed Income team. She brings more than 25 years of capital markets research experience across both equities and fixed income. Prior to assuming her current position, Christine served as the team lead for global financials with Aegon Asset Management, covering U.S. and European banks, insurance companies, and emerging-market issuers. Christine earned a Bachelor of Science degree in business administration from the University of Louisville and an M.B.A. from Bellarmine University.

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Patrick J. Azouri, CFA
Credit Analyst
patrick.azouri@pnc.com
Industry Experience: 19 years
B.S., University of Pittsburgh
M.B.A., Carnegie Mellon University

Pat is a credit analyst on the Fixed Income team. He previously served for nine years as a portfolio manager on the Money Market team. Prior to joining the team in 2005, Pat served as a retail bank deposits analyst and then as a corporate finance department analyst with PNC. He also spent three years in institutional client services at Federated Investors. Pat earned a Bachelor of Science degree from the University of Pittsburgh and an M.B.A. from Carnegie Mellon University. He is a CFA charterholder and a member of the CFA Society of Cleveland.

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Richard P. Mears, CFA
Portfolio Manager
richard.mearsjr@pnc.com
Industry Experience: 21 years
B.S., Miami University (Ohio)
M.B.A., Case Western Reserve University

Rich is a portfolio manager for short-duration and high yield products and a credit analyst. He joined the firm in 2004 after spending five years as a financial analyst with National City Corporation's Institutional Asset Management division and over two years with Retirement Plan Services. Rich earned a Bachelor of Science degree from Miami University and an M.B.A. from Case Western Reserve University. He is a CFA charterholder.

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Jeffrey Bryant, CFA
Senior Trader
Assistant Portfolio Manager
jeffrey.bryant@pnc.com
Industry Experience: 13 years
B.B.A., Loyola University Maryland
M.B.A., Loyola University Maryland

Jeffrey is a senior trader and is responsible for credit research and implementing the team's portfolio strategies with a focus on best execution. In addition, he serves as the assistant portfolio manager of the Intermediate Government/Credit strategies. Prior to joining the firm in 2005, he held positions at Deutsche Bank and Lockheed Martin. Jeffrey is a summa cum laude and Beta Gamma Sigma graduate of Loyola University Maryland where he earned a Bachelor of Business Administration degree with a concentration in finance and an M.B.A. with a concentration in management. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Baltimore CFA Society.

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Reid Title
Trader
reid.title@pnc.com
Industry Experience: 1 year
B.S., Northwestern University

Reid, a trader, is responsible for implementing the team's credit portfolio strategies with a focus on best execution. He joined PNC in 2016, serving as a member of the firm's Institutional Asset Management group as an analyst. Reid earned a Bachelor of Science degree in economics and industrial engineering from Northwestern University. He is a Level 2 candidate for the Chartered Financial Analyst designation.

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Nathan L. Willi, CFA
Research Associate
nathan.willi@pnc.com
Industry Experience: 7 years
B.A., University of Michigan

Nathan serves as a research associate with the Fixed Income investment team, providing credit security analysis and idea generation to the portfolio management process. He joined PNC in 2013, serving as a financial advisor with the firm's PNC Investments group and later as an analyst with the firm's Institutional Asset Management Group. Previously, he served as a financial advisor with Morgan Stanley Smith Barney. Nathan earned a Bachelor of Arts degree in economics from the University of Michigan and holds the Chartered Financial Analyst designation.

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Richard J. Stevenson
Portfolio Manager
rick.stevenson@pnc.com
Industry Experience: 22 years
B.A., Baldwin-Wallace College
M.B.A., Baldwin-Wallace College

Rick is the lead portfolio manager for the firm's money market funds. Prior to joining the firm in 2002, he was with Productive Portfolios, Inc. where he focused on short duration/liquidity portfolio management for Ohio public sector clients. Additionally, he has two years experience as a corporate lending representative with Fifth Third Bank in Cleveland. Rick joined the firm in 2002 and holds both a Bachelor of Arts degree and an M.B.A. from Baldwin-Wallace College.

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Keith L. Erwin
Portfolio Manager
keith.erwin@pnc.com
Industry Experience: 21 years
B.A., Alma College
M.A., Western Michigan University

Keith is a portfolio manager for money market portfolios and custom cash strategies. He has previously held positions in fixed income research and worked with custom managed portfolios. Prior to joining the firm in 1998, he was a credit analyst with First of America Bank. Keith earned a Bachelor of Arts degree from Alma College and a Master of Arts degree from Western Michigan University.

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Jason Weber, CFA
Senior Trader
Assistant Portfolio Manager
jason.weber@pnc.com
Industry Experience: 11 years
B.A., Dartmouth College
M.S., Loyola University Maryland

Jason is a securities trader for the Fixed Income investment team. He is responsible for implementing the team's structured portfolio strategies with a focus on best execution. In addition, he serves as the assistant portfolio manager of the Core Fixed, Core Plus, and Mortgage-Backed Securities strategies and is part of the portfolio management team for the firm's multi-asset solutions. Jason joined PNC in 2004 in the Treasury division before moving to PNC Capital Advisors in 2007. He earned a Bachelor of Arts degree in economics from Dartmouth College and a Master of Science degree in finance from Loyola University Maryland. Jason is a CFA charterholder and a member of the CFA Institute and Baltimore CFA Society.

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Jessica DuRousseau, CFA
Trader
jessica.durousseau@pnc.com
Industry Experience: 6 years
B.A. International Affairs, The George Washington University

Jessica is a securities trader and credit research analyst for the Fixed Income investment team. As a trader, she is responsible for implementing the team's credit portfolio strategies with a focus on best execution. Prior to joining the firm, Jessica served in portfolio management, trading, and analyst roles at Columbia Partners. Jessica earned a Bachelor of Arts degree in International Affairs with a concentration and minor in Economics from The George Washington University. Jessica holds the Chartered Financial Analyst designation.     

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Melvin P. Fernandes
Portfolio Manager
melvin.fernandes@pnc.com
Industry Experience: 20 years
B.S., Cleveland State University
M.B.A., John Carroll University

Mel is a portfolio manager of custom portfolios with the Fixed Income team. His previous investment experience includes positions in fixed income security analysis. Prior to joining the firm in 2001, he was a derivatives securities analyst with National City Corporation. Mel earned a Bachelor of Science degree from Cleveland State University and an M.B.A. from John Carroll University.

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Kelly Guerrier, CFA
Senior Risk Analyst
kelly.guerrier@pnc.com
Industry Experience: 14 years
B.S.B.A., University of Pittsburgh
M.B.A., Washington University

Kelly is a senior risk analyst who works with the portfolio management teams on portfolio structure and fixed income analytics. He also serves as a structured product analyst and assistant portfolio manager for the 1-5 year strategy. He joined the firm in 2010 after spending a year as an analyst of 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 earned a Bachelor of Science in Business Administration degree from the University of Pittsburgh and an M.B.A from Washington University. He is a CFA charterholder.

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Jerry G. Brown, CFA
Senior Risk Analyst
jerry.brown@pnc.com
Industry Experience: 15 years
B.S., Northwestern University
M.S., University of Maryland
M.B.A., University of Michigan

Jerry is a senior risk analyst who works with the portfolio management teams on portfolio structure and fixed income analytics. He joined the team in 2014 after having served as a model development specialist with PNC Wholesale Lending. His previous industry experience, which stretches to 2003, includes positions as a leadership development associate, financial risk analyst, and small business credit financial analyst. Jerry earned a Bachelor of Science degree in chemical engineering from Northwestern University, a Master of Science degree in chemical engineering from the University of Maryland, and an M.B.A. from the University of Michigan. He is a CFA charterholder.

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Leon Yu
Credit Analyst
leon.yu@pnc.com
Industry Experience: 7 years
B.S., Villanova University
M.S., MIT Sloan School of Management

Leon, a credit research analyst, joined PNC Capital Advisors in 2018.  He works with the portfolio management teams on portfolio structure and optimization.  Prior to joining PNC, Leon served as an Associate Portfolio Analyst on the Fixed Income team at T. Rowe Price. Leon earned a Bachelor of Science degree in finance from Villanova University and a Master's in Finance from the Massachusetts Institute of Technology Sloan School of Management.  He is a Level 3 candidate for the Chartered Financial Analyst designation.

Municipal Fixed Income

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Adam Mackey
Managing Director, Municipal Fixed Income
adam.mackey@pnc.com
Industry Experience: 22 years
B.S.B.A., Kutztown University
M.B.A., St. Joseph's University

Adam is head of Municipal Fixed Income and a senior portfolio manager. In his role as a managing director, he supervises credit and quantitative research, portfolio management and trading, and municipal client relations. Adam is responsible for establishing the municipal fixed income strategy for the firm, and, as a senior portfolio manager, he oversees trading and strategy implementation in the municipal bond mutual funds, institutional municipal portfolios, and separately managed municipal accounts. Prior to joining the firm in 2001, he was a fixed income trader at the Vanguard Group where he focused on municipal bonds and derivatives. Adam earned a Bachelor of Science in Business Administration degree from Kutztown University and an M.B.A. in finance from St. Joseph's University. He is a member of various industry organizations, including the CFA Society of Philadelphia.

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William Bonawitz, CFA
Director of Municipal Research
william.bonawitz@pnc.com
Industry Experience: 16 years
B.S., Drexel University

Bill is the director of research for Municipal Fixed Income. As director, he oversees and provides parameters for the team's municipal credit research effort and the determination of strategic recommendations. Acting as a senior analyst, he provides investment opinions and idea generation for the higher education, asset-backed, and tax-backed sectors. Prior to joining the firm in 2003, Bill was a research associate in the fixed income division of the Vanguard Group. He earned a Bachelor of Science degree in finance and economics from Drexel University and is a CFA charterholder.

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Phil Sapovits
Director of Municipal Quantitative Research
phillip.sapovits@pnc.com
Industry Experience: 21 years
B.S. Kutztown University
B.S. Widener University
M.S. Villanova University

Phil, the director of quantitative research with the Municipal Fixed Income team, is responsible for interest rate risk assessment, valuation analysis, performance attribution, and quantitative risk model development and implementation supporting the team's investment strategies. Prior to joining the team in 2015, he served as a principal of investment risk with Vanguard's Fixed Income Group, where he was responsible for municipal performance attribution, custom benchmark development, modelling and measuring the risks of municipal portfolios, and managing the quantitative and front office operations group. Previously, he held positions with Fail-Safe Solutions, Piasecki Aircraft, and Navmar. Phil earned a Bachelor of Science degree in marketing and management from Kutztown University, as well as a Bachelor of Science degree in electrical engineering from Widener University. In addition, he holds a Master of Science degree in environmental engineering from Villanova University.

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Robert Howells
Portfolio Manager
robert.howells@pnc.com
Industry Experience: 16 years
B.S.B.A., Drexel University

Rob is a municipal fixed income portfolio manager who has been with the firm since 2003. He is responsible for trading and strategy implementation on the municipal total return strategies and the municipal quality income strategies. Rob was previously with SEI Investments Company, where he was a member of the client portfolio administration group. Rob earned a Bachelor of Arts degree in finance from Drexel University and an M.B.A. in finance from St. Joseph's University.

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Marques Glaze
Portfolio Manager
marques.glaze@pnc.com
Industry Experience: 14 years
B.A., Bloomsburg University
M.B.A., La Salle University

Marques is a short duration portfolio manager with the Municipal Fixed Income team, responsible for strategy implementation on the total return and quality income strategies. Prior to joining the firm in 2012, he was a municipal money market trader with the Vanguard Group. His background at Vanguard also includes the positions of financial associate in Securities Lending and operations associate in Transfer Operations. Marques earned a Bachelor of of Arts degree in business administration from Bloomsburg University and an M.B.A. in finance from La Salle University.

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Daniel Salahub, CFA
Fixed Income Trader
daniel.salahub@pnc.com
Industry Experience: 8 years
B.S.B.A., Drexel University

As a municipal fixed income trader, Dan helps coordinate and execute trades and portfolio strategy. He joined the firm in 2013, coming from Veritable LP, where he spent two years as an assistant trader. Dan earned a Bachelor of Science in Business Administration degree with concentrations in finance and accounting from Drexel University. He is a CFA charterholder.

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Lisa Kreiling, Ph.D, CFA
Senior Analyst
lisa.kreiling@pnc.com
Industry Experience: 27 years
B.A., Spelman College
Ph.D., University of Cambridge (England)

Lisa, a senior credit analyst with the Municipal Fixed Income team, provides investment opinions and idea generation for the healthcare and tax-backed sectors. Prior to joining the team in 2004, she was a senior economist at Economy.com. Lisa has experience structuring general obligation and appropriation deals from her prior role as a sell-side analyst in Merrill Lynch's Public Finance Group. She earned a Bachelor of Arts degree in economics from Spelman College and a doctorate in economics from the University of Cambridge in England. Lisa is a CFA charterholder.

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Kenneth Weinstein
Senior Analyst
kenneth.weinstein@pnc.com
Industry Experience: 19 years
B.A., Rutgers University
M.P.A., Syracuse University

Ken, a senior credit analyst with the Municipal Fixed Income team, provides investment opinions and idea generation for the transportation and tax-backed sectors. Prior to joining the firm in 2013, Ken was a senior municipal credit analyst with Fitch Ratings, covering tax-backed, state, and transportation revenue credits. His industry experience includes an investment banking position with A.G. Edwards & Sons, Inc., and a trading position with Merrill Lynch. Ken earned a Bachelor of Arts degree in political science from Rutgers University and a Master of Public Administration degree from Syracuse University.

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Cesar Avila
Analyst
cesar.avila@pnc.com
Industry Experience: 10 years
B.A., Cornell University
M.P.A., New York University

Cesar, a credit analyst with the Municipal Fixed Income team, provides investment opinions and idea generation for the public power and tax-backed sectors. Prior to joining the firm in 2014, Cesar was an analyst who conducted municipal bond credit research with the insurance asset management group at Brookfield Investment Management. He started in the industry in 2008 doing credit research with the public finance group at Moody's Investors Service. Cesar earned a Bachelor of Arts degree in government from Cornell University and a Master of Public Administration, with a concentration in public finance, from New York University.

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Germán Sanchez, CFA
Research Associate
german.sanchez@pnc.com
Industry Experience: 7 years
B.B.A., University of Texas

Germán is a credit research associate with the Municipal Fixed Income team. He supports the team's credit analysts, working closely with portfolio managers, traders, and analysts. Germán joined the firm in 2013, coming from The Vanguard Group where he was a client relationship associate. He worked previously as a hedge fund accountant with Citco Fund Services, after joining the industry in 2011 as a credit analyst intern with Capital Bank. Germán earned a Bachelor of Business Administration in finance from the University of Texas at El Paso. He is a CFA charterholder.

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William Davis
Analyst
william.davis@pnc.com
Industry Experience: 10 years
B.S., Penn State University

Bill is a quantitative analyst in the Municipal Fixed Income team and is responsible for providing data analytics and information support to the municipal portfolio management and municipal credit research teams. He joined the firm in 2008 from Comcast Cable, where he was a research analyst for operations, finance and engineering. Prior to his tenure with Comcast, he was a business analyst with PNC Financial Services Group. Bill earned a Bachelor of Science degree from Pennsylvania State University.

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Courtney Wood
Associate Trader
courtney.wood@pnc.com
Industry Experience: 1 year
B.S.B.A., Carnegie Mellon University

Courtney, an associate trader with the Municipal Fixed Income Team, assists with the execution of trades. Prior to joining the firm, she had intern experience with Deutsche Bank in sales, trading, and capital markets. She earned a Bachelor of Science in business administration with a concentration in finance from Carnegie Mellon University.

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Jamie Horn
Client Portfolio Manager
jamie.horn@pnc.com
Industry Experience: 18 years
B.S., Lehigh University
M.B.A., Fordham University

Jamie, a client portfolio manager, acts as a liaison between municipal fixed income clients and relationship managers, business development officers, and portfolio managers. She handles reporting, meetings, portfolio reviews, and general questions. Jamie joined the firm in 2011. Prior to that, she was a municipal portfolio specialist at UBS Wealth Management, a municipal product specialist at Neuberger Berman, a municipal relationship manager at Robeco Investment Management, and an assistant municipal portfolio manager at AllianceBernstein. Jamie received a Bachelor of Science degree in finance from Lehigh University and an M.B.A. in finance and marketing from Fordham University.

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Jeff Neer, CFA
Client Portfolio Manager
jeffrey.neer@pnc.com
Industry Experience: 17 years
B.S., University of Delaware
M.B.A., Loyola University Maryland

Jeff, a client portfolio manager, serves as a subject matter expert on fixed income strategies and acts as a liaison between the portfolio management teams and clients, relationship managers, and business development officers. His responsibilities also include participating in the development and communication of content in support of all fixed income strategies. In addition, he serves as the portfolio manager of the 1- to 5-year Government/Credit strategies. Prior to assuming his current position, Jeff served as a fixed income portfolio manager with Wilmington Trust Investment Advisors. A CFA charterholder, Jeff earned a Bachelor of Science degree in accounting from the University of Delaware and an M.B.A. from Loyola University Maryland.

Specialty Solutions Team

Liability Driven Investing Team

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Oleg Sydyak, CFA, FSA, EA
Managing Director, Asset and Liability Strategy
oleg.sydyak@pnc.com
Industry Experience: 22 years
B.S., Kharkov State Technical University of Radio-Electronics
M.B.A., University of Chicago
M.S., London School of Economics and Political Science

As a managing director of asset and liability strategy, Oleg is responsible for developing liability-centric fixed income strategies, which includes the integration of advanced actuarial capabilities, liability-based benchmarks, multivariate factor-based liability hedging, sequential portfolio de-risking strategies, and dynamic asset-liability modeling. Oleg also serves as an adjunct assistant professor of Finance at the University of Chicago Booth School of Business, and he is a contributing author to the chapter of Handbook of Fixed-Income Securities (Veronesi, 2016) devoted to interest rate risk management and asset-liability management. Prior to joining the firm in 2011, Oleg was a manager and consulting actuary with PricewaterhouseCoopers. He also held actuarial consulting positions with Towers Watson and Buck Consultants. Oleg earned a Bachelor of Science degree in applied mathematics from Kharkov State Technical University of Radio-Electronics, an MBA in analytic finance and accounting from the University of Chicago, and a Master of Science degree in political economy from the London School of Economics and Political Science. He is a CFA® charterholder and holds Fellow of the Society of Actuaries and Enrolled Actuary designations.

Multi-Asset Strategies Team

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Aneet Deshpande, CFA
Chief Investment Officer
Managing Director, Multi-Asset Solutions
aneet.deshpande@pnc.com
Industry Experience: 21 years
B.S.B.A., University of Louisville

Aneet was named chief investment officer of PNC Capital Advisors in January 2018. In this role, Aneet is responsible for overseeing the firm's investment strategies, which comprise a wide array of investment vehicles, styles, and asset classes. He also chairs the firm's Investment Committee. In addition to his CIO role, Aneet is lead portfolio manager of the firm's multi-asset solutions. He has 20 years of investment management and trading experience. Prior to his current role, Aneet served as the firm's head of trading and as chairman of the Asset Allocation Committee. He rejoined the firm in 2016 from HPM Partners, LLC where he was a partner and a member of the investment management team. Before first joining PNC Capital Advisors in 2007, he traded quantitative strategies for Chicago Equity Partners, a boutique quantitative asset management firm. Aneet earned a Bachelor of Science degree in business administration from the University of Louisville and is a CFA charterholder.

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Michael W. Coleman, CFA
Equity Analyst
michael.coleman@pnc.com
Industry Experience: 6 years
B.S.B.A., Drexel University

Michael, an equity analyst with the Large Cap Advantage Equity team, conducts quantitative equity analysis. He provides research recommendations across all sectors, focusing on the team's proprietary quantitative model. Michael also provides research coverage of companies in the health-care providers and servicers industry, as part of the Health Care sector coverage. In addition, he is part of the portfolio management team for the firm's multi-asset solutions, as well as the Multi-Factor All Cap, Large Cap Growth, and Large Cap Value Funds. Prior to joining the firm in 2012, he had co-op experience as an equity and quantitative research assistant at PNC, as well as co-op experience with Turner Investment Partners, LLC, and Susquehanna International Group. Michael earned a Bachelor of Science in Business Administration degree with a concentration in economics from Drexel University where he graduated as the university valedictorian. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.

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Martin C. Schulz
Managing Director, International Equity
martin.schulz@pnc.com
Industry Experience: 23 years
B.A., Cornell University
M.B.A., George Washington University
J.D., George Washington University
M.S.S., U.S. Army War College

Martin leads the firm's international equity team responsible for the international core, international growth, and emerging market strategies. He has specific research coverage responsibility for Europe, formulates all investment strategy, and maintains final authority over all investment decisions.  Martin's industry experience extends to 1995 and includes positions in equity research and portfolio management. Prior to joining the firm in 1998, he was a portfolio manager with National City Corporation. Martin is fluent in German and conversant in French and has traveled to more than 90 countries. He earned a Bachelor of Arts degree in international relations from Cornell University, graduating magna cum laude. He received an M.B.A. in international business, a J.D. from George Washington University, and a Master of Strategic Studies from the U.S. Army War College. A paratrooper, Martin was honored as a General MacArthur Junior Officer Leadership Award winner and retired from the U.S. Army Reserve as a colonel after serving more than 30 years in special operations.

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Jason Weber, CFA
Senior Trader
Assistant Portfolio Manager
jason.weber@pnc.com
Industry Experience: 11 years
B.A., Dartmouth College
M.S., Loyola University Maryland

Jason is a securities trader for the Fixed Income investment team. He is responsible for implementing the team's structured portfolio strategies with a focus on best execution. In addition, he serves as the assistant portfolio manager of the Core Fixed, Core Plus, and Mortgage-Backed Securities strategies and is part of the portfolio management team for the firm's multi-asset solutions. Jason joined PNC in 2004 in the Treasury division before moving to PNC Capital Advisors in 2007. He earned a Bachelor of Arts degree in economics from Dartmouth College and a Master of Science degree in finance from Loyola University Maryland. Jason is a CFA charterholder and a member of the CFA Institute and Baltimore CFA Society.