Joe Fahey leads the effort to serve PNC's business owner clients, helping them make one of the most important financial decisions of their life – how and when to transition their businesses through Keep, Sell or ESOP.
He manages a team of approximately 30 private business strategists who facilitate a deep and dynamic discovery process to achieve a mutual understanding of a client’s family, business and financial goals. From the discovery, the team identifies opportunities to enhance value for and maximize benefits to shareholders and stakeholders.
Fahey has served as a financial advisor to owners of privately-held and family-controlled businesses for more than three decades. He has brought to PNC industry-leading tools and processes that integrate and align the strategic plans of businesses and their shareholders.
He earned a bachelor of science in finance from the University of Maryland; a master’s degree in finance from George Washington University and a Chartered Financial Analyst (CFA) designation from the CFA Institute.
Fahey has been a frequent guest speaker at various business transition, investment, estate planning conferences and family business forums. He has also served as a faculty member for the American Banking Association and Private Wealth Management Academy, teaching advanced financial planning for business owners. In addition, he has developed several internal training programs supporting business succession planning.