Intermediate U.S. Government Fixed Income

Team

Sean T. Rhoderick, CFA | view bio
Chief Investment Officer, Taxable Fixed Income
Industry Experience: 23 years
Mark A. Lozina, CFA | view bio
Senior Portfolio Manager
Industry Experience: 21 years
Cynthia D. Cole | view bio
Senior Portfolio Manager
Industry Experience: 32 years
Kelley K. Peel, CFA | view bio
Portfolio Manager
Industry Experience: 19 years
John Graziani, CFA | view bio
Senior Risk Analyst
Industry Experience: 11 years
Jeff Neer, CFA | view bio
Client Portfolio Manager
Industry Experience: 16 years
Joseph D. Robison | view bio
Head of Research
Industry Experience: 29 years
Christine Burnett | view bio
Senior Credit Analyst
Industry Experience: 25 years
Patrick J. Azouri, CFA | view bio
Credit Analyst
Industry Experience: 18 years
Richard P. Mears, CFA | view bio
Portfolio Manager
Industry Experience: 20 years
Jeffrey Bryant, CFA | view bio
Analyst/Trader
Industry Experience: 12 years
Reid Title | view bio
Trading Associate
Industry Experience: 1 year
Nathan Willi, CFA | view bio
Research Associate
Industry Experience: 6 years
Richard J. Stevenson | view bio
Portfolio Manager
Industry Experience: 21 years
Keith L. Erwin | view bio
Portfolio Manager
Industry Experience: 20 years
Jason Weber, CFA | view bio
Analyst/Trader
Industry Experience: 10 years
Melvin P. Fernandes | view bio
Portfolio Manager
Industry Experience: 19 years
Kelly Guerrier, CFA | view bio
Risk Analyst
Industry Experience: 13 years
Jerry G. Brown, CFA | view bio
Senior Risk Analyst
Industry Experience: 14 years
Allen Song, CFA | view bio
Risk Analyst
Industry Experience: 2 years
portrait
Sean T. Rhoderick, CFA
Chief Investment Officer, Taxable Fixed Income
sean.rhoderick@pnc.com
Industry Experience: 23 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.

portrait
Mark A. Lozina, CFA
Senior Portfolio Manager
mark.lozina@pnc.com
Industry Experience: 21 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.

portrait
Cynthia D. Cole
Senior Portfolio Manager
cynthia.cole@pnc.com
Industry Experience: 32 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.

portrait
Kelley K. Peel, CFA
Portfolio Manager
kelley.peel@pnc.com
Industry Experience: 19 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.

portrait
John Graziani, CFA
Senior Risk Analyst
john.graziani@pnc.com
Industry Experience: 11 years
B.B.A., University of Notre Dame
M.B.A., University of Chicago

John leads the Quantitative and Risk Analytics team, partnering with the portfolio management teams to optimize portfolio structures. He is also portfolio manager for the Core and Core Plus strategies. 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.

portrait
Jeff Neer, CFA
Client Portfolio Manager
jeffrey.neer@pnc.com
Industry Experience: 16 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.

portrait
Joseph D. Robison
Head of Research
joseph.robison@pnc.com
Industry Experience: 29 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.

portrait
Christine Burnett
Senior Credit Analyst
christine.burnett@pnc.com
Industry Experience: 25 years
B.S.B.A., University of Louisville
M.B.A., Bellarmine University

Christine is a senior credit analyst 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.

portrait
Patrick J. Azouri, CFA
Credit Analyst
patrick.azouri@pnc.com
Industry Experience: 18 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, 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.

portrait
Richard P. Mears, CFA
Portfolio Manager
richard.mearsjr@pnc.com
Industry Experience: 20 years
B.S., Miami University (Ohio)
M.B.A., Case Western Reserve University

Rich is a portfolio manager for short-duration 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 and is a CFA charterholder.

portrait
Jeffrey Bryant, CFA
Analyst/Trader
jeffrey.bryant@pnc.com
Industry Experience: 12 years
B.B.A., Loyola University Maryland
M.B.A., Loyola University Maryland

Jeffrey is a securities trader and analyst for the Fixed Income investment team. As a trader, he is responsible for implementing the team's credit portfolio strategies with a focus on best execution. As an analyst, he provides credit security analysis and idea generation to the portfolio management process. 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.

portrait
Reid Title
Trading Associate
reid.title@pnc.com
Industry Experience: 1 year

Reid, a trading associate, 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 1 candidate for the Chartered Financial Analyst designation.

portrait
Nathan Willi, CFA
Research Associate
nathan.willi@pnc.com
Industry Experience: 6 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.

portrait
Richard J. Stevenson
Portfolio Manager
rick.stevenson@pnc.com
Industry Experience: 21 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.

portrait
Keith L. Erwin
Portfolio Manager
keith.erwin@pnc.com
Industry Experience: 20 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 received a Bachelor of Arts degree from Alma College and a Master of Arts degree from Western Michigan University.

portrait
Jason Weber, CFA
Analyst/Trader
jason.weber@pnc.com
Industry Experience: 10 years
B.A., Dartmouth College
M.S., Loyola University Maryland

Jason is a securities trader and analyst for the Fixed Income investment team. As a trader, he is responsible for implementing the team's structured portfolio strategies with a focus on best execution. As an analyst, he provides structured security analysis and idea generation to the portfolio management process. 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.

portrait
Melvin P. Fernandes
Portfolio Manager
melvin.fernandes@pnc.com
Industry Experience: 19 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.

portrait
Kelly Guerrier, CFA
Risk Analyst
kelly.guerrier@pnc.com
Industry Experience: 13 years
B.S.B.A., University of Pittsburgh
M.B.A., Washington University

Kelly, a risk management analyst, works with the portfolio management team on portfolio structure and optimization. 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.

portrait
Jerry G. Brown, CFA
Senior Risk Analyst
jerry.brown@pnc.com
Industry Experience: 14 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.

portrait
Allen Song, CFA
Risk Analyst
allen.song@pnc.com
Industry Experience: 2 years
B.S., Carnegie Mellon University

Allen, a risk analyst, works with the portfolio management team on portfolio structure and optimization. He joined PNC in 2013, serving as a model risk associate in the firm’s Model Risk Management group. He assumed his current position in 2015. A CFA charterholder, Allen earned a Bachelor of Science degree in chemical engineering and economics from Carnegie Mellon University.