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Joseph V

Series 65, Series 63

Pittsburgh, PA

PNC Wealth Management

Joseph Valenty is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Osaic Wealth, Fresh Thyme, and Saint Vincent Career Center. He also serves as a Judge of Elections for the Allegheny County Board of Elections. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party strategists to manage mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Eugene J

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Eugene Joseph III is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at PNC Investments continuously since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic 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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Nicole B

Series 66, Series 63

Pittsburgh, PA

PNC Wealth Management

Nicole Bush is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding the Series 66 and Series 63 designations and bringing 20 years of industry experience. She has been with PNC Investments since 2019, following prior roles at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account currently available as an invitation-only pilot for employees. The program uses algorithmic risk assessments and invests via approved model strategies managed by PNC or third-party strategists.

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

Series 66

Pittsburgh, PA

PNC Wealth Management

Gregory Blake is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 12 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs with annual rebalancing.

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

CFP®, Series 66

Pittsburgh, PA

PNC Wealth Management

Hope Kiefner is a CFP® professional with four years of industry experience, currently with PNC Wealth Management in Pittsburgh, PA. Her prior roles include positions at Milestone Asset Management, West Advisory Group, Rapier Solutions, and The Advisors Group of Pittsburgh. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and outsourced portfolio implementation.

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

Series 66

Pittsburgh, PA

PNC Wealth Management

Matthew Lovre is a Series 66-registered financial advisor with PNC Wealth Management in Pittsburgh, PA, and has two years of industry experience. His prior roles include positions at AE Wealth Management, Alto Financial Group, Kestra Advisory Services, and Becker Wealth Management. Outside of finance, he has held roles in the hospitality and beverage industries, including work with Helltown Brewing and Baja Bar and Grill. PNC Wealth Management provides retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic assessments to recommend portfolio strategies implemented via mutual funds and ETFs.

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

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Bruce Begley is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and diversified mutual fund and ETF strategies.

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

Series 66

Pittsburgh, PA

PNC Wealth Management

Jason Madden is a financial advisor at PNC Wealth Management in Pittsburgh, PA. He holds the Series 66 designation and has industry experience beginning in 2025. Prior to his current role, he worked at PNC Bank since 2017 and at #1 Cochran Automotive from 2011 to 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and implements investments via approved model strategies.

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

CFP®, Series 66, Series 63

Pittsburgh, PA

PNC Wealth Management

Stewart Biro is a CFP® professional based in Pittsburgh, PA, with nine years of industry experience. He has been with PNC Investments since 2016. Outside of his financial advisory role, he was involved with South Hills Bible Chapel from 2014 to 2019. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered in an invitation-only employee pilot. The firm uses algorithmic risk assessment and delegates portfolio implementation to approved strategists and third parties.

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

Series 66

Pittsburgh, PA

PNC Wealth Management

Cole Lewis is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 license and four years of industry experience. He has worked at multiple firms, including PNC Investments LLC and IC Advisory Services, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm's approach uses algorithm-driven risk assessments and delegated portfolio management with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Kimberly W

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Kimberly Weidner is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with PNC Investments since 2004. 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 invests via mutual funds and ETFs managed by PNC or third-party strategists.

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

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Walter Scheide Jr. is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital portfolio solution for employees that utilizes algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Mary O

Series 66

Pittsburgh, PA

PNC Wealth Management

Mary Orstein is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with five years of industry experience. She previously worked at The Coury Firm and has a background that includes roles in healthcare outreach and education. Outside of finance, she is a part-time Brazilian Jiu Jitsu instructor at a martial arts gym in Pittsburgh. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered as an invitation-only employee pilot. The firm's approach involves algorithm-driven risk assessment and implementation via mutual funds and ETFs managed by PNC or third-party strategists.

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

Series 63, Series 66

Pittsburgh, PA

PNC Wealth Management

Jared Patrick is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering—an invitation-only, algorithm-driven discretionary model account currently available as an employee pilot. The firm utilizes approved model strategies managed by PNC or third-party strategists and employs mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Robert A

Series 66

Pittsburgh, PA

PNC Wealth Management

Robert Anderson is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 12 years of industry experience. He has worked exclusively with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering—an invitation-only, discretionary digital model account designed for PNC Bank employees that uses approved mutual fund and ETF strategies with algorithm-driven risk assessment.

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

Series 66

Pittsburgh, PA

PNC Wealth Management

Lauren Peck is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. She has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses 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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Bryan M

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Bryan Mathie is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with PNC Investments since 2016, including his current role at PNC Wealth Management since 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering that uses algorithm-driven risk assessment and discretionary management of approved mutual funds and ETFs.

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

Series 63, Series 66

Pittsburgh, PA

PNC Wealth Management

Christian Laffey is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses. He joined PNC Wealth Management in 2024 and has prior work experience in the restaurant industry and other roles. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to implement portfolios with approved model strategies via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Tanner J

Series 65

Pittsburgh, PA

PNC Wealth Management

Tanner Johnson is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 65 designation. He has prior experience with Guardian Life Insurance Company and Park Avenue Investment Advisory, among other roles. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that implements approved model strategies via mutual funds and ETFs, with annual rebalancing and algorithm-driven client risk assessment.

Passive / index investing Active portfolio management Wealth management Executive
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Danica C

Series 66

Pittsburgh, PA

PNC Wealth Management

Danica Cato is a financial advisor at PNC Wealth Management with 11 years of industry experience. She holds a Series 66 designation and has been associated with PNC Investments since 1995. Outside of her advisory role, she is the owner and secretary of KD Cato LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary portfolio solution currently available as an invitation-only pilot for PNC Bank employees.

Passive / index investing Active portfolio management Wealth management Executive
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