Driven by Independent Thinking and Collaboration

Our Team

A culture of learning, teamwork, innovation, and dedication to always doing what’s right for our clients drives PNC’s people.

All data as of September 30, 2019

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Investment Team
Consultant Relations and Client Service
Patrick J. Azouri, CFA
Senior Credit Analyst
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Industry Experience: 20 years

Education: BS, University of Pittsburgh, MBA, Carnegie Mellon University

Pat is a senior 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.

Jeffrey Bryant, CFA
Assistant Portfolio Manager
Senior Trader
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Industry Experience: 14 years

Education: BBA, Loyola University Maryland, MBA, 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 is a CFA® charterholder and a member of the CFA Institute and the Baltimore CFA Society.

Christine Burnett
Head of Credit Strategy
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Industry Experience: 27 years

Education: BSBA, University of Louisville, MBA, Bellarmine University

Christine is head of credit strategy with the Fixed Income team. She has extensive 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.

Thomas Cook, CIPM
Product Specialist
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Industry Experience: 9 years

Education: BBA, University of Tennessee, Chattanooga

Thomas is a member of the Taxable Fixed Income Team where he serves as a product specialist. His key responsibilities include product development and management, providing value-added strategic input and education, and developing client and marketing content. Prior to this role, Thomas was a product manager at PNC Capital Advisors (PCA) where he was responsible for product development, monitoring and analyzing competitor data, as well as the firm-wide GIPS verification process. Thomas first joined PCA in 2011 as a Senior Operating Analyst. Thomas has a Bachelor of Business Administration in Finance from the University of Tennessee, Chattanooga. Additionally, he earned the right to use the Certificate in Investment Performance MeasurementTM designation.

Cynthia D. Cole
Senior Portfolio Manager
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Industry Experience: 34 years

Education: BS, Tri-State University, MBA, Xavier University

Cindy is a senior portfolio manager 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 extensive investment experience including positions in insurance company portfolio management, research, and portfolio strategy. Prior to joining the firm in 1999, she was senior vice president and portfolio manager for Ohio Casualty Group, now owned by Liberty Mutual. Cindy earned a Bachelor of Science degree from Tri-State University and an M.B.A. from Xavier University.

Jessica DuRousseau, CFA
Trader
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Industry Experience: 7 years

Education: BA, 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 is a CFA® charterholder.

Keith L. Erwin
Portfolio Manager
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Industry Experience: 22 years

Education: BA, Alma College, MA, 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.

Melvin P. Fernandes
Portfolio Manager
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Industry Experience: 21 years

Education: BS, Cleveland State University, MBA, 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.

John Graziani, CFA
Senior Portfolio Manager
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Industry Experience: 13 years

Education: BBA, University of Notre Dame, MBA, University of Chicago

John is lead 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 he earned an M.B.A. in finance, economics, and strategy from the University of Chicago Booth School of Business. He is a CFA® charterholder.

Kelly Guerrier, CFA
Senior Risk Analyst
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Industry Experience: 15  years

Education: BSBA, University of Pittsburgh, MBA, 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 strategies. He joined the firm in 2010 after spending a year 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 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.

Mark A. Lozina, CFA
Senior Portfolio Manager
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Industry Experience: 23 years

Education: BS, State University of New York at Geneseo, MBA, 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.

Richard P. Mears, CFA
Senior Portfolio Manager
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Industry Experience: 22 years

Education: BS, Miami University (Ohio), MBA, Case Western Reserve University

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

Jeffrey Neer, CFA
Client Portfolio Manager
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Industry Experience: 18 years

Education: BS, University of Delaware, MBA, 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 a portfolio manager for the 1- to 5-year 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.

Kelley K. Peel, CFA
Portfolio Manager
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Industry Experience: 21 years

Education: BS, Salisbury University, MBA, 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.

Sean Rhoderick, CFA Chief Investment Officer
Sean T. Rhoderick, CFA
Chief Investment Officer
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Industry Experience: 25 years

Education: BBA, 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 extensive 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 is a CFA® charterholder. He is a member of the CFA Institute and serves on the Baltimore CFA Society's Board of Directors.

Joseph D. Robison
Head of Research
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Industry Experience: 31 years

Education: BS, Hillsdale College, MBA, 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.

Richard J. Stevenson
Portfolio Manager
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Industry Experience: 23 years

Education: BA, Baldwin-Wallace College, MBA, 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.

Reid Title
Trader
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Industry Experience: 3 years

Education: BS, 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.

Jason Weber, CFA
Assistant Portfolio Manager
Senior Trader
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Industry Experience: 12 years

Education: BA, Dartmouth College, M.Fin., Loyola University Maryland

Jason is a securities trader 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. 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.

Willi, N
Nathan L. Willi, CFA
Portfolio Analyst
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Industry Experience: 8 years

Education: BA, University of Michigan

Nathan serves as a portfolio analyst 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 is a CFA® charterholder.

Leon Yu
Credit Analyst
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Industry Experience: 8 years

Education: BS, Villanova University, M.Fin, Massachusetts Institute of Technology

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 of Science in finance from the Massachusetts Institute of Technology Sloan School of Management.

Timothy McDonough, CFA
Managing Director
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Industry Experience: 37 years

Education: BA, Georgetown University, MBA, Boston College

Tim leads the Institutional Mandate business for PNC Capital Advisors, composed of Consultant Relations, RFP, and Mandate Business Strategy and Sales, as well as the firm's client service efforts. He focuses on expanding existing client and consultant relationships and coordinating related sales, marketing, and product management activities. Tim has more than 25 years of investment experience focused on institutional clients. His professional experience includes portfolio management, research, underwriting, and investment strategy. Tim joined PNC Capital Advisors through the acquisition of a predecessor firm. He earned a Bachelor of Arts in economics from Georgetown University and an M.B.A. from Boston College. Tim is a CFA® charterholder.

John H. Harrington
Director, Consultant Relations
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Industry Experience: 27 years

Education: BA, Boston College, MA, University College Dublin, MBA, Boston College, MSF, Boston College

John is a director of Consultant Relations based in Boston. Prior to joining the firm in 2014 as a senior institutional client advisor, he served as the director of consultant relations with Old Mutual Asset Management. Previously John was director of institutional sales and consultant relations with Turner Investment Partners. His industry experience, which extends to 1992, includes various positions with Acadian Asset Management, Wellington Management Company, LLP, and Fidelity Investments. John earned a Bachelor of Arts degree in English from Boston College, a Master of Arts degree in Anglo-Irish Literature from University College Dublin (Ireland), and both M.B.A. and Master of Finance degrees from Boston College Carroll School of Management. In addition, he holds FINRA Series 7 and Series 66 licenses.

Faiza Ayesha Rehman
Director, Consultant Relations
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Industry Experience: 35 years

Education: BPhilCom, Northwestern University

Ayesha is a director of Consultant Relations based in Chicago. Prior to joining the firm in 2005, she was with SEI Corporation for 10 years as a senior investment analyst working with its largest pension plans. She also has held a variety of institutional marketing and client service roles for domestic and global asset management firms such as Aberdeen Asset Management and UBS Global Asset Management. Ayesha earned a Bachelor of Philosophy in Communication degree from Northwestern University.

David J. Gorny, CFA
Director, Communication & Sales Support
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Industry Experience: 40 years

Education: BS, Marquette University, MBA, Bowling Green State University

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

John Coates, CFA
Senior Relationship Manager
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Industry Experience: 24 years

Education: BS, Florida State University, MBA, 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 relationships with existing clients as the single point of contact for all matters related to their portfolios and supporting new business opportunity development. John's client base includes foundation, endowments, corporate defined benefit plans and for profit companies across various industries. John is a career finance professional with over 20 years investment industry experience. Prior to joining PNC in 2015, he was a Portfolio Manager with Franklin Templeton Investments where he co-managed both global equity and global fixed income portfolios. An additional role he held while at the firm was Director of Portfolio Analytics for the Templeton Separately Managed Accounts team. John has been a presenter and panelist at the Florida Chamber of Commerce's Economic Outlook Summit. John earned a Bachelor of Science degree in finance and management from Florida State University and a Masters of Business Administration from Florida Atlantic University. In addition, he is a CFA® charterholder and holds a Chartered Alternative Investment Analyst designation. He is a member of the CFA Society of South Florida.

Jeff Eberhardt
Senior Relationship Manager
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Industry Experience: 18 years

Education: BS, The London School of Economics, MBA, The University of Chicago Booth School of Business

Jeff 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, Jeff was a senior relationship manager at Legal and General Investment Management America. Prior to that, he held positions with Ansley Capital Group, Deutsche Bank, Wachovia, Bank of America, and Nomura Securities. Jeff earned a Bachelor of Science degree, with Honors, in economics from The London School of Economics and Political Science and an M.B.A. from the University of Chicago Booth School of Business.

Andrew Gillentine
Senior Relationship Manager
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Industry Experience: 11 years

Education: BS, 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.

Craig Haynes, CFA
Senior Relationship Manager
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Industry Experience: 22 years

Education: BS, Western Michigan University, MBA, 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.

Richard Ille
Senior Relationship Manager
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Industry Experience: 31 years

Education: BS, Bowling Green State University

Rick is a senior relationship manager for PNC Capital Advisors, LLC located in Cincinnati, Ohio. He is responsible for the coordination and delivery of investment solutions for institutional clients including public entities, corporations, defined benefit plans, charitable organizations, endowments and foundations. Rick's key responsibilities include maintaining relationships with existing clients by serving as the single point of contact for all matters related to their portfolios in accordance with client investment objectives as well as supporting the development of new business relationships. Rick has over 30 years of experience in the investment management industry. Rick has experience with client management, marketing, product management, and business development. Prior to joining PNC Capital Advisors, Rick served as Director of Products and Marketing for a registered investment advisor where he served as a member of the firm's Investment Committee and Board. Prior to that position, Rick served as a relationship manager for a mutual fund service company. Rick earned a Bachelor of Science in Finance and Marketing from Bowling Green State University. He also serves as a Board member of the Cincinnati Mutual Fund Association.

Christopher Little
Senior Relationship Manager
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Industry Experience: 12 years

Education: BA, Dickinson College, M.Fin., 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.

William McVail, CFA
Senior Relationship Manager
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Industry Experience: 32 years

Education: BA, 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 is a CFA® charterholder.

Carolyn Rains, CFA
Senior Relationship Manager
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Industry Experience: 21 years

Education: BSBA, Bowling Green State University, MBA, Cleveland State University

Carolyn is a senior relationship manager for PNC Capital Advisors in Cleveland, Ohio. She is responsible for the delivery of investment solutions for institutional clients including corporations, defined benefit plans, charitable organizations, endowments and foundations. Carolyn's key responsibilities include maintaining relationships with existing clients by serving as the single point of contact for all matters related to their portfolios in accordance with client investment objectives as well as supporting the development of new business relationships. Carolyn has over 20 years of experience in the investment management industry, including 17 years at Victory Capital Management as a portfolio manager where she was responsible for investment research, client communications, and portfolio construction. Prior to Victory Capital, Carolyn was responsible for equity research at McDonald Investments. Carolyn earned a Bachelor of Science in Business Administration from Bowling Green State University and a Masters of Business Administration from Cleveland State University. Carolyn is a member of the Board for the Cleveland State University Foundation. She is a CFA® charterholder and serves as Treasurer on the board of the CFA Society of Cleveland.

Jack Sun, CFA
Senior Relationship Manager
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Industry Experience: 13 years

Education: BS, The Pennsylvania State University

Jack 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, Jack was responsible for the Investment Thought Leadership with NMG Consulting Group, focused on Insurers, Pensions and Endowment/Foundations. Prior to that, he held positions with increasing leadership responsibilities at Credit Suisse, BNY Mellon, and BlackRock. Jack began his career in 2006 as a Financial Services Consultant with PNC Wealth Management. Jack graduated from The Pennsylvania State University with Bachelor of Science degrees in Finance, Economics and International Studies. He is a CFA® charterholder. Jack is a member of the Harvard Business Review Advisory Committee and a Board Director for The Street Smarts Charitable Foundation.

Walker
Chad Walker
Relationship Manager
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Industry Experience: 23 years

Education: BS, 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.