Asset Management Group Investment Office

Delivering customized investment solutions to help you achieve your financial goals. 

About Us

The Asset Management Group Investment Office is an extension of your dedicated investment team. Working with your PNC Investment Advisor, our deep bench of investment professionals provide in-depth support and analysis on investment strategy, asset allocation, manager selection and portfolio construction.

Assets Under Management

Dedicated Team Members

As of June 30, 2023

News & Insights

Financial Markets

Weekly Market Watch

PNC’s Weekly Market Watch provides a recap of the previous week’s economic and market activity and is designed to give PNC’s perspective on happenings in both US and international markets.

1 min read

Financial Markets

Global Market Snapshot - September 2023

The Global Market Snapshot provides a quick tour around the world, highlighting key economic and market-moving news, featuring actionable insights for all investors.

7 min read

Manage Assets

PNC's Approach and Key Considerations to RI Asset Manager Evaluation

In this paper, PNC breaks down our approach and key considerations for responsible investing asset manager evaluation and ESG characteristics.

6 min read

What We Do

We offer a full-service investment advisory suite with services tailored to meet your needs.

Asset Allocation Recommendations

Allocation views across a Multiasset-class universe informed by deep market and economic analysis

Comprehensive Due Diligence

Rigorous, ongoing investment and operational due diligence performed by experienced teams

Portfolio Construction

Combining unique client goals with asset allocation and manager views, governed by ongoing quantitative analysis

Market Analysis & Thought Leadership

Regular, in-depth publications offering unique investment insights

Investment Manager Selection

Market-leading Manager Research team continuously searches for high-conviction investment options

Institutional-level Product Access

Diverse platform of vetted investment options from a wide collection of recognizable firms

From the Desk of the CIO

Chief Investment Officer
PNC Asset Management Group

Musings on the Market

Top 10 Investor Themes for 2023

Investors face a daunting global market landscape and myriad datapoints to decipher. Our annual Top 10 Investor Themes is intended to help investors tune out the noise and distill the key forces shaping the path forward for markets in 2023.

Adding Alpha

September 2023: Thoughts on Chair Powell's Jackson Hole Speech

Chief Investment Officer Amanda Agati discusses her thoughts on Chair Powell's Jackson Hole speech.

Our Approach to Investing







Specialized Capabilities 

In addition to the core investment services facilitated by the Investment Office, your PNC Investment Advisor also has access to specialized capabilities that enhance the range of available investment solutions to address your unique needs and goals.

A broad selection of managed fixed income solutions for both individual and institutional clients. Strategies include taxable and tax-exempt strategies.

Strategies combine quantitative and fundamental analysis to identify securities we believe may deliver positive earnings surprises. We offer five key large cap strategies: Core, Growth, Value, Dividend Focus and Quality Dividend Growth.

Investment strategies that consider environmental, social and governance (ESG) issues. We implement these factors into our Responsible Investing solutions through investment strategy, portfolio construction, manager due diligence and security selection.

The Custom/Direct Indexing team manages investment strategies that closely align with an index, but can be customized to client-specific tax management techniques.

Derivative-based investment solutions for a variety of client portfolio objectives, including mitigating single stock, market and/or sector risk; monetization/diversification; enhanced yield generation; enhanced borrowing flexibility and tax deferral.

Leadership Team

Amanda Agati, CFA
Chief Investment Officer

Nicholas Ashburn, CSRIC
Head of Responsible Investing

Marc Dizard, CFA, CFP®
Chief Investment Strategist

Todd Jones, CFA
Managing Director
Advantage Equity Group

Sean Kerins, CFA
Head of Portfolio

Scott Lavelle, CFA, FRM, CAIA
Head of Investment
Advisor Research 

Adam Mackey
Managing Director
PNC Fixed Income

Hitesh Patel, Ph.D
Head of Investment Risk
and Custom/Direct Index Strategies

Caleb D. Croquart, CTFA
Head of Investment Solutions

Michael Gioffre
Managing Director
Strategic Initiatives

Barbara Mulhern, CIMA®, CFP®
Managing Director
Content Management

Jennifer Spratley, CPA
Managing Director
Business Administration

Learn More About Our Partners