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Peter M. Ferrise, CFA
Peter M. Ferrise, CFA Investment Director, PNC Retirement Solutions®

Peter is the PNC Retirement Solutions Investment Director responsible for leading the Advisory Services offering for defined contribution plans. In this role, he is actively involved with the rollout and continued delivery of Fiduciary Investment Services for existing and new clients. He collaborates with various PNC Asset Management Group (AMG) teams to deliver the non-discretionary 3(21) covered list and the discretionary 3(38) lineups.  He is responsible for oversight of our investment solutions and the creation of actionable insight for plan sponsors and participants.  Peter also conducts training for our Vested Interest® Relationship Managers as they assume the function of fiduciary advisor for clients. Finally, as an investment thought leader, he leads our investment insight and messaging with clients, the media and with industry leaders.

Peter comes to IAM from Hawthorn, PNC Family Wealth®, where he served as a Senior Investment Advisor working with clients and other advisors to establish investment objectives and risk parameters to develop Investment Policy Statements as well as construct and actively manage clients’ portfolios.  Prior to joining Hawthorn, Peter served as an Equity Strategist for PNC and then in an institutional portfolio management capacity since 1995.  Prior to joining PNC, Peter worked at Bank One (now known as JP Morgan Chase) where he served as a Trust Investment Adviser.

Peter earned a Bachelors of Business Administration degree in Finance from Kent State University and a Masters of Business Administration degree in Finance from the University of Steubenville. He has also earned the Chartered Financial Analyst designation from the CFA Institute. He is a member (and past President) of the CFA Society of Pittsburgh. He recently served on the Board of Life’s Work of Western Pennsylvania.  He has also served for many years as a part-time finance instructor at several local universities.

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