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Damion M

Series 66

Cherry Hill, NJ

PNC Wealth Management

Damion Morrison is a financial advisor with PNC Wealth Management, holding a Series 66 designation and bringing 20 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering available by invitation to employees. The program uses algorithm-driven risk assessments to select approved model strategies managed by PNC or third-party strategists and invests via mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Martin L

Series 66

Cherry Hill, NJ

PNC Wealth Management

Martin Labowicz is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 12 years of industry experience. His prior positions include roles at UBS Financial Services, Bank of America, and Merrill Lynch. 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 primarily in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Philip P

Series 63, Series 65

Cherry Hill, NJ

PNC Wealth Management

Philip Patragnoni is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is the owner of Philip Marc Sons of Liberty, a non-investment-related business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available only to employees. The firm uses algorithm-driven risk assessments to guide investment in approved mutual funds and ETFs, with portfolio management delegated to third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Donna E

Series 66

Cherry Hill, NJ

PNC Wealth Management

Donna Ewing is a financial advisor at PNC Wealth Management in Cherry Hill, NJ, holding a Series 66 designation with 14 years of industry experience. She has been with PNC Investments LLC since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic risk assessment and third-party model management for investment implementation.

Passive / index investing Active portfolio management Wealth management Executive
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John P

Series 63, Series 65

Cherry Hill, NJ

PNC Wealth Management

John Pinto 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 designations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that utilizes algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Thomas M

Series 63, Series 65

Cherry Hill, NJ

PNC Wealth Management

Thomas Mchale is a financial advisor at PNC Wealth Management with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2004. Outside of his advisory role, he serves as Vice Chair of the Board of Trustees for the Moorestown Theater Company and has worked as a bookkeeper for Pie Lady Cafe LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and third-party managed strategies implemented via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Brian D

Series 63, Series 65

Cherry Hill, NJ

PNC Wealth Management

Brian Dunn is a financial advisor at PNC Wealth Management with 35 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 digital discretionary model account for employees that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Jeffrey R

Series 63, Series 65

Cherry Hill, NJ

PNC Wealth Management

Jeffrey Reed is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that utilizes algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Anthony M

Series 66

Cherry Hill, NJ

PNC Wealth Management

Anthony Mario is a financial advisor at PNC Wealth Management in Cherry Hill, NJ, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at Janney Montgomery Scott, TD Bank, Santander Bank, and Tower Financial Planning. Outside of advisory work, he was involved with Il Villiggio from 2014 to 2018. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investment strategies via approved model portfolios with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Gregg P

Series 63, Series 65

Cherry Hill, NJ

PNC Wealth Management

Gregg Potash is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only discretionary digital offering that uses algorithm-driven risk assessment and employs mutual funds and ETFs managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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