Dan is a managing director for the Investment Strategy team. In this role he contributes to all investment strategy related activities for PNC Institutional Asset Management®, PNC Private Bank℠, PNC Private Bank Hawthorn® business lines. In addition, he provides recommendations for overall strategic and tactical asset allocation guidance of client portfolios and provides thought leadership on key investment issues. Dan also performs research and analysis that support the Bank's overall investment process.
Dan serves as a voting member of the Asset Management Group & Institutional Asset Management Investment Policy, and Investment Advisor Research committees. He is also a PNC-certified Women’s Business Advocate.
Prior to joining PNC, Dan was a consultant at Clearstead, providing institutional investment advice to endowments, foundations and retirement plans. During his tenure, he was an active member of the firm’s retirement plan committee and was involved in developing the firm’s pension indicator tool. Before his time at Clearstead, he was a Senior Portfolio Associate at the Glenmede Trust Company where he assisted portfolio managers in a holistic approach to wealth management and financial planning.
Dan graduated with a Bachelor of Arts in economics from The Ohio State University. He is very active in his community and is a member of the Society of American Baseball Research.