RIO GRANDE VALLEY ESTATE PLANNING COUNCIL

Mixer: 5:30 - 6:00 pm
Dinner/Live Video Presentation: 6:00 - 7:00 pm
RSVPs preferred by Friday, March 18. 2022

Dan is the chief investment strategist for the PNC Asset Management Group. In this role, he oversees all investment strategy-related activities for PNC Private Bank℠, PNC Private Bank Hawthorn℠, and PNC Institutional Asset Management®. In addition, Dan leads the team that establishes overall strategic and tactical asset allocation guidance of client portfolios, manages the evolution of the investment processes, provides thought leadership on key investment issues, and is the author of numerous publications. He also performs research and analytics that help drive the overall investment recommendations of the firm while also managing the firm’s asset allocation models.

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.