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, 2020

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Investment Team
Consultant Relations and Client Service
Patrick J. Azouri, CFA
Senior Credit Analyst
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Industry Experience: 21 years

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

Pat is a senior credit analyst providing primary research coverage of technology, media, and telecom, as well as the retail and consumer cyclical services sectors. Prior to joining the firm in 2005, Pat served in analyst roles at PNC Financial Services Group within the corporate finance department and in the retail bank. Additionally, he spent three years in institutional client service at Federated Investors. Pat earned a Bachelor of Science degree from the University of Pittsburgh and an MBA from Carnegie Mellon University. He is a CFA® charterholder.

Jeffrey Bryant, CFA
Head of Credit Trading
Portfolio Manager
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Industry Experience: 15 years

Education: BBA, Loyola University Maryland; MBA, Loyola University Maryland

Jeffrey is the head of credit trading, leading the implementation of purchase and sale decisions across portfolio strategies. He also serves as co-portfolio manager for intermediate duration strategies. Jeffrey joined the firm in 2005 and has extensive experience in portfolio management, credit trading, and credit research. He graduated summa cum laude from Loyola University Maryland where he earned a Bachelor of Business Administration degree with a concentration in finance and later with an MBA with a concentration in management. He is a CFA® charterholder.

Christine Burnett
Head of Credit Strategy
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Industry Experience: 28 years

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

Christine is head of credit strategy in addition to providing primary research coverage on global banks and insurance companies. She has extensive capital markets research experience across both equities and fixed income, with detailed knowledge of subordinated bank securities. 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 MBA from Bellarmine University.

Cynthia D. Cole, FMLI, ACS
Senior Portfolio Manager
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Industry Experience: 35 years

Education: BS, Trine University; MBA, Xavier University

Cindy is lead portfolio manager for custom insurance and liability-hedging strategies. She 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 Trine University and an MBA from Xavier University. Additionally, she holds the Fellow, Life Management Institute (FMLI) and the Associate, Customer Service (ACS) designations.

Thomas Cook, CIPM
Product Specialist
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Industry Experience: 10 years

Education: BS, University of Tennessee, Chattanooga

As a product specialist, Thomas works closely with portfolio managers, distribution, marketing, and compliance to align priorities, derive competitive positioning, and develop and refine PCA’s investment solution set. He serves as a subject matter expert on fixed income strategies and leads the firm-wide Global Investment Performance Standards verification process. Thomas joined PCA in 2011, first as a senior operations analyst, and then as a product manager, before joining the team in a dedicated fixed income role in 2019. Thomas earned a Bachelor of Science in finance from the University of Tennessee, Chattanooga. Additionally, he earned the right to use the Certificate in Investment Performance MeasurementTM designation.

Jessica DuRousseau, CFA
Trader/Analyst, Credit
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Industry Experience: 8 years

Education: BA, The George Washington University

Jessica is a credit trader responsible for implementing the team's credit portfolio strategies. In addition, she is a research analyst providing primary coverage of the Utilities sector. Prior to joining the firm in 2018, 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. She is a CFA® charterholder.

Keith L. Erwin
Portfolio Manager
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Industry Experience: 23 years

Education: BA, Alma College; MA, Western Michigan University

Keith is a portfolio manager for liquidity solutions and cash management strategies. He also has significant experience in credit research and custom portfolio management. Prior to joining the firm in 1998, Keith 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: 22 years

Education: BS, Cleveland State University; MBA, John Carroll University

Mel is a portfolio manager responsible for custom insurance and liability-hedging strategies. He also has extensive investment experience in fixed income security analysis, particularly in the structured products area. Prior to joining the firm in 2001, Mel served as a derivative securities analyst with National City Corporation, focused on portfolio structure, fixed income analytics, and optimization. Mel earned a Bachelor of Science degree from Cleveland State University and an MBA from John Carroll University.

John Graziani, CFA
Senior Portfolio Manager
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Industry Experience: 14 years

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

John is lead portfolio manager for core strategies and also leads the firm's Quantitative & Risk Analytics team. Prior to joining the firm in 2015, John served as a senior analyst managing corporate merger and divestiture transactions for various business units within PNC Financial Services Group. Previously, he served as 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 MBA 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
Assistant Portfolio Manager
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Industry Experience: 16  years

Education: BSBA, University of Pittsburgh; MBA, Washington University in St. Louis

Kelly is a senior risk analyst, responsible for verifying and monitoring the key risk attributes of the firm's investment strategies. He also serves as a structured product analyst and assistant portfolio manager for custom short duration strategies. He joined the firm in 2010 following his role as an analyst with PNC's distressed consumer-mortgage portfolios. His prior industry experience includes roles as a portfolio assistant at Brown Brothers Harriman and a research analyst at Interactive Data Corp. Kelly earned a Bachelor of Science in Business Administration degree from the University of Pittsburgh and an MBA from Washington University in St. Louis. He is a CFA® charterholder.

Elise Kailin
Associate Portfolio Manager
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Industry Experience: 3 years

Education: BBA, University of Texas

Elise is an associate portfolio manager responsible for assisting with the liquidity solutions and for providing credit research analysis for the insurance sector. Elise joined PNC as an analyst for the PNC Institutional Asset Management Development Program where she served as a rotational analyst with PNC Institutional Asset Management® (PNC IAM) and PNC Capital Advisors (PCA). While at PCA she was responsible for managing liquidity solutions, credit research, and assisting with the quantitative process. While at PNC IAM, she was an analyst for the Healthcare National Practice Group focusing on healthcare clients and prospects. Elise earned a Bachelor of Business Administration degree in finance with a focus in investment management from the University of Texas in Austin’s McCombs School of Business. She is a 2020 Level III candidate in the CFA® Program.

Mark A. Lozina, CFA
Senior Portfolio Manager
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Industry Experience: 24 years

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

Mark is lead portfolio manager for short duration strategies and is also the head of structured product research. 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. Mark earned a Bachelor of Science degree from the State University of New York at Geneseo and an MBA from the University of Rochester. He is a CFA® charterholder.

Richard P. Mears, CFA
Senior Portfolio Manager
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Industry Experience: 23 years

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

Rich leads the team's high yield strategy efforts across the firm's investment solutions, partnering with other portfolio managers and analysts to implement high yield securities in their portfolios. He also serves as co-portfolio manager for short-duration strategies and as a credit analyst specializing in oil & gas pipelines. He joined the firm in 2004 after seven years as a financial analyst with National City Corporation's Institutional Asset Management division. Rich earned a Bachelor of Science degree from Miami University (Ohio) and an MBA from Case Western Reserve University. He is a CFA® charterholder.

Jeffrey Neer, CFA
Client Portfolio Manager
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Industry Experience: 19 years

Education: BS, University of Delaware; MBA, Loyola University Maryland

As a client portfolio manager, Jeff acts as a liaison between the portfolio management teams and clients, relationship managers, and business development officers. Additionally, he participates in the development and communication of client and marketing content. Jeff is also lead portfolio manager for custom short duration strategies. Prior to joining the firm in 2016, Jeff served as a fixed income portfolio manager with Wilmington Trust Investment Advisors. Jeff earned a Bachelor of Science degree in accounting from the University of Delaware and an MBA from Loyola University Maryland. He is a CFA® charterholder.

Kelley K. Peel, CFA
Portfolio Manager
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Industry Experience: 22 years

Education: BS, Salisbury University; MBA, Loyola University Maryland

Kelley is a portfolio manager for the firm's cash management and short-term income 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 MBA in finance from Loyola University Maryland. She is a CFA® charterholder.

Sean Rhoderick, CFA Chief Investment Officer
Sean T. Rhoderick, CFA
Chief Investment Officer
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Industry Experience: 26 years

Education: BBA, James Madison University

Sean is managing director and chief investment officer of PNC Capital Advisors. Drawing on his extensive experience in fixed income research and portfolio management, he leads the team's overall investment strategy and process and directs the implementation of these ideas across the firm's investment solutions. Prior to joining the firm in 2004, Sean spent six years at Freddie Mac in credit research and four years as a bank credit analyst at the rating agency LACE Financial Corporation (now Kroll Bond Rating Agency). Sean graduated cum laude from James Madison University with a Bachelor of Business Administration degree. He is a CFA® charterholder and serves on the Baltimore CFA Society's Board of Directors.

Joseph D. Robison
Head of Research
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Industry Experience: 32 years

Education: BS, Hillsdale College; MBA, University of Notre Dame

Joe is head of credit research, leading all credit analysis efforts. He also maintains credit research responsibilities for the automobile, basic industries, food & beverage, and homebuilders industries. Joe has significant credit experience, having held various 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 MBA from the University of Notre Dame.

Jacob Shearin, CFA
Risk Analyst
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Industry Experience: 4 years

Education: BBA, University of Cincinnati

Jake is a risk analyst responsible for verifying and monitoring key risk attributions of the firm’s investment strategies, model development and providing credit research. Jake joined PNC in 2016 as part of the PNC Institutional Asset Management Development Program where he was a rotational analyst with PNC Capital Advisors, PNC Institutional Asset Management® and  PNC Wealth Management®. Jake graduated summa cum laude with a Bachelor of Business Administration degree in finance the University of Cincinnati. He is a CFA® charterholder.  

Richard J. Stevenson
Portfolio Manager
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Industry Experience: 24 years

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

Rick is lead portfolio manager for the firm's liquidity solutions and cash management strategies. 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 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 MBA from Baldwin-Wallace College.

Reid Title, CFA
Trader/Analyst, Credit
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Industry Experience: 4 years

Education: BS, Northwestern University

Reid is a credit trader responsible for implementing the team's credit portfolio strategies. In addition, he is a research analyst providing primary coverage of the aerospace/defense and transportation industries. He joined PNC's Institutional Asset Management group in 2016 as an analyst. Reid earned a Bachelor of Science degree in economics and industrial engineering from Northwestern University. He is a CFA® charterholder.

Jason Weber, CFA
Senior Trader
Assistant Portfolio Manager
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Industry Experience: 13 years

Education: BA, Dartmouth College; MS, Loyola University Maryland

As a senior trader, Jason is responsible for implementing the team's structured product strategy across PCA’s investment solutions as well as providing primary research coverage of the asset-backed, agency mortgage, and commercial mortgage-backed securities sectors. He also serves as assistant portfolio manager of the firm’s core investment strategies. Jason joined the firm in 2007 after three years in PNC’s Treasury division. 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.

Willi, N
Nathan L. Willi, CFA
Portfolio Analyst
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Industry Experience: 9 years

Education: BA, University of Michigan

Nathan is a portfolio analyst responsible for providing credit security analysis and idea generation for custom insurance and liability-hedging strategies. He also supports firm-wide credit research efforts, specializing in diversified manufacturing and energy companies. Nathan joined PNC 2013, serving as a financial advisor with PNC Investments and later as an analyst with the 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. He is a CFA® charterholder.

Leon Yu, CFA
Credit Analyst
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Industry Experience: 9 years

Education: BS, Villanova University; MFin, Massachusetts Institute of Technology

Leon is a credit research analyst with primary coverage of regional banks, REITs, and consumer products companies.  He also works with the portfolio management team on portfolio structure and optimization. Prior to joining the firm in 2018, Leon served as an associate portfolio analyst on the fixed income team at T. Rowe Price. Leon graduated cum laude with a Bachelor of Science degree in finance from Villanova University and he earned a Master of Finance degree from the Massachusetts Institute of Technology Sloan School of Management. Leon is a CFA® charterholder.

Timothy McDonough, CFA
Managing Director
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Industry Experience: 38 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 MBA from Boston College. Tim is a CFA® charterholder.

John H. Harrington
Director, Consultant Relations
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Industry Experience: 28 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 MBA 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: 36 years

Education: BPhilCom, Northwestern University

Ayesha is a director of consultant relations based in Chicago. She is responsible for building and maintaining strategic value added relationships with investment consultants ensuring efforts are aligned with relationship development and institutional sales. She is also responsible for the timely and efficient communication of all items related to the firm and its investment strategies.
Ayesha joined the firm with 20 years of consultant relations and institutional communications experience. Her earlier experiences include various roles such as director, consultant communications manager with UBS Global Asset Management, director, institutional investor communications with Aberdeen Asset Management, and senior investment analyst at SEI Corporation. Ayesha graduated with distinction from Northwestern University with a Bachelor of Philosophy in Communication degree.

David J. Gorny, CFA
Director, Communication & Sales Support
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Industry Experience: 41 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 Bachelor of Science from Marquette University and an MBA from Bowling Green State University.

John Coates, CFA
Senior Relationship Manager
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Industry Experience: 25 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. 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 guest speaker at numerous investment and economic forums, which have included the Florida Chamber of Commerce economic summits and CFA Society of South Florida. John earned a Bachelor of Science degree in finance and management from Florida State University and a MBA 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. He is also a member of Class XXXVIII of Leadership Broward, CFA Society of South Florida and CAIA Miami.

Jeff Eberhardt
Senior Relationship Manager
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Industry Experience: 19 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 MBA from the University of Chicago Booth School of Business.

Andrew Gillentine
Senior Relationship Manager
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Industry Experience: 12 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: 23 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 MBA from Eastern Michigan University. He is a CFA® charterholder.

Richard Ille
Senior Relationship Manager
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Industry Experience: 32 years

Education: BS, Bowling Green State University

Rick is a senior relationship manager for PNC Capital Advisors 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: 13 years

Education: BA, Dickinson College; MS, 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.

Carolyn Rains, CFA
Senior Relationship Manager
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Industry Experience: 22 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 an MBA 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: 14 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 Member Programming Advisory Council leader of the CFA Society in San Francisco.

Chad Walker
Senior Relationship Manager
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Industry Experience: 24 years

Education: BS, Indiana University

Chad 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. 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.