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 March 31, 2024

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

Gain Market Insight

What Worked, and What Didn't

We breakdown which asset classes led and lagged during the first quarter of 2024.

7 min read

Asset Management Group

Strategy Insights Second Quarter

International Equity — Gone, but not Forgotten

1 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 Multi-asset 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

In The News

Find Amanda in your favorite media outlet

Read, listen or watch CIO Amanda Agati's latest thoughts on markets in recent articles, episodes and appearances.

Adding Alpha

Adding Alpha April 2024: Diving into Fixed Income Markets

We dive into fixed income markets with a focus on the yield curve and current financial conditions amid the changing monetary policy landscape.

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