Chief Investment Strategist
Marc Dizard, CFA, CFP®
Marc is the chief investment strategist for the PNC Asset Management Group. In this role, he oversees all investment strategy-related activities for PNC Private Bank℠, PNC Private Bank Hawthorn℠, and PNC Institutional Asset Management®. In addition, Marc leads the team that establishes overall strategic and tactical asset allocation guidance for client portfolios, manages the evolution of the investment processes, provides thought leadership on key investment issues, and authors numerous publications. He also performs research and analytics that help drive the overall investment recommendations of the firm while also managing the firm’s asset allocation models.
Prior to joining PNC, Marc led the execution and implementation of investment strategies at two separate registered investment advisory firms in the Cincinnati area. During his tenure with PNC Private Bank, Marc held the roles of investment advisor and investment director for the Midwest, West and Southwest Mountain regions. He has more than 15 years of experience in the financial services industry in many different areas of investment management including advisory, trading, compliance, and research, which enables him to deliver client solutions in a broad array of circumstances.
Marc graduated with a Bachelor of Business Administration from The Ohio State University. Marc holds the Chartered Financial Analyst® (CFA) and Certified Financial PlannerTM designations. Marc is a member of the CFA Institute and is on the board of the CFA Society of Cincinnati. Marc is a board member of PreventionFIRST!© and also serves on the board of trustees for the Cincinnati Zoo & Botanical Garden©.
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing names PNC Private BankSM, PNC Private Bank HawthornSM, and Hawthorn Institute for Family SuccessSM to provide investment consulting and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds to individual clients through PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through PNC Delaware Trust Company or PNC Ohio Trust Company. PNC uses the marketing name PNC Institutional Asset Management® for the various discretionary and non-discretionary institutional investment, trustee, custody, consulting, and related services provided by PNC Bank, and investment management activities conducted by PNC Capital Advisors, LLC, an SEC-registered investment adviser and wholly-owned subsidiary of PNC Bank. PNC uses the marketing names Retirement 1-on-1® and PNC Financial Wellness Achievement CenterSM for employee education services provided by PNC Bank. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act.
“PNC Institutional Asset Management,” and “Retirement 1-on-1” are registered marks, and “PNC Private Bank,” “PNC Private Bank Hawthorn,” “Hawthorn Institute for Family Success” and “PNC Financial Wellness Achievement Center” are service marks, of The PNC Financial Services Group, Inc.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
