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Brian H

Series 66

Erie, PA

PNC Wealth Management

Brian Hammel is a financial advisor at PNC Wealth Management with 16 years of industry experience. He has been with PNC Investments since 2009 and holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven questionnaires to guide investment strategy and employs mutual funds and ETFs with annual rebalancing.

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

Series 66

Erie, PA

PNC Wealth Management

Brandon Lord is a financial advisor with PNC Wealth Management in Erie, PA, holding a Series 66 designation and six years of industry experience. He has worked at PNC Investments since 2018 and previously was with Haines & Company and Penn State Erie, the Behrend College. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation only to employees. The firm utilizes algorithm-driven portfolio selection and delegates execution and voting to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Joseph Y

Series 66

Erie, PA

PNC Wealth Management

Joseph Yacone is a financial advisor at PNC Wealth Management with 22 years of industry experience. He has been with PNC Investments since 2004 and holds a Series 66 designation. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and third-party managed model strategies executed with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Eric B

Series 66

Erie, PA

PNC Wealth Management

Eric Bennett is a financial advisor with PNC Wealth Management in Erie, PA. He holds the Series 66 designation and has two years of industry experience. His work history includes roles at PNC Investments LLC, PNC Bank, NYLIFE Securities LLC, New York Life Insurance Co, and Target. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third parties.

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

CFP®, Series 63, Series 66

Erie, PA

PNC Wealth Management

Erika Puda is a CFP® professional with two years of industry experience, currently serving as a financial advisor at PNC Wealth Management. She has held various roles within PNC since 2018, including positions at PNC Private Bank and PNC Investments. Prior to joining PNC, she worked at Erie Insurance and has experience from Penn State Behrend and Smuggler's Wharf. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation. The firm’s approach involves algorithm-driven portfolio selection and third-party management of investments using approved model strategies, primarily through mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Steven H

Series 63, Series 65

Erie, PA

PNC Wealth Management

Steven Hall is a financial advisor with PNC Wealth Management in Erie, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven portfolio recommendations and implements strategies via approved mutual funds and ETFs with annual rebalancing.

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

Series 63, Series 65

Erie, PA

PNC Wealth Management

Sean Pelinsky is a financial advisor with PNC Wealth Management in Erie, PA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with PNC Investments, LLS since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online model account currently available as an invitation-only employee pilot. Their approach uses algorithm-driven risk assessments and implements portfolios with mutual funds and ETFs through approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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