Firm Start  10/2019
Industry Start 09/1990

Todd Jones, CFA

Managing Director, Advantage Equity Group

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.