Managing Director, Advantage Equity Group
Todd Jones, CFA
Todd is managing director and director of research of the Advantage Equity team and also serves as a portfolio manager overseeing all Advantage Equity strategies. He is responsible for directing the fundamental research and quantitative efforts of the Advantage Equity team and overseeing the respective research group.
Todd brings more than 30 years of investment management experience to the Advantage Equity team. After beginning his career with Morgan Stanley Investment Management, he first joined PNC in 2004 as an equity research analyst for PNC Advisors, with responsibilities for the Core, Value and Growth portfolios. He subsequently joined Legg Mason and Stifel Nicolaus, where he managed Consumer Discretionary and Consumer Staples sector portfolios, along with a dividend-focused model portfolio. He returned to PNC in 2019 to join PNC’s Investment Strategy team, contributing to all investment strategy-related activities for Institutional Asset Management and Personal Wealth.
Todd graduated with a Bachelor of Arts in economics and international political economy from State University of New York and with a Master of Business Administration in finance from Pace University, Lubin School of Business. Todd holds the Chartered Financial Analyst® (CFA) designation.
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.
