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Andrew T

Series 66

Bryn Mawr, PA

PNC Wealth Management

Andrew Tyson is a Series 66 licensed financial advisor at PNC Wealth Management with 17 years of industry experience. He has worked with PNC Investments since 2009. Outside of his advisory role, he co-owns a non-investment-related business with his spouse. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital investment program that uses algorithm-driven risk assessments and third-party-managed portfolios, currently available as an invitation-only pilot for PNC employees.

Passive / index investing Active portfolio management Wealth management Executive
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Craig G

Series 63, Series 65

Bryn Mawr, PA

PNC Wealth Management

Craig Galello is a financial advisor at PNC Wealth Management with 25 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only employee pilot offering that uses algorithm-driven risk assessments and discretionary model portfolios managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Jason K

Series 66

Bryn Mawr, PA

PNC Wealth Management

Jason Kobilka is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. He has been with PNC Investments Inc. since 2010. Outside of his advisory role, he owns the Uncommon Life project, an unrelated venture. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and implements approved model strategies via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Padmalatha T

Series 66, Series 63

Bryn Mawr, PA

PNC Wealth Management

Padmalatha Teppala is a financial advisor at PNC Wealth Management with three years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at JPMorgan Chase Bank and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and invests in approved model strategies via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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