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Jennifer B

Series 66

Louisville, KY

PNC Wealth Management

Jennifer Bretnitz is a financial advisor with PNC Wealth Management in Louisville, KY, holding a Series 66 designation and 9 years of industry experience. She has been with PNC in various roles since 2014, including positions in PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account designed for employees, which uses algorithm-driven portfolio selection and implements strategies via mutual funds and ETFs with annual rebalancing.

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

Series 63, Series 65

Louisville, KY

PNC Wealth Management

Matthew Brown is a financial advisor at PNC Wealth Management with 32 years of industry experience. His prior work includes roles at PNC Investments, New York Life, and Putnam Retail Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, utilizing approved model strategies with automated enrollment and portfolio management features.

Passive / index investing Active portfolio management Wealth management Executive
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Nicholas S

Series 63, Series 65, Series 66

Louisville, KY

PNC Wealth Management

Nicholas Stewart is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63, 65, and 66 licenses and 11 years of industry experience. His previous roles include positions at Fisher Investments, PIMCO Investments LLC, Aquila Distributors LLC, and J.J.B. Hilliard, W.L. Lyons, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist pilot that utilizes approved model strategies with mutual funds and ETFs, featuring algorithm-driven risk assessments and third-party delegated portfolio implementation.

Passive / index investing Active portfolio management Wealth management Executive
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