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Albert H

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Albert Hopkins is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials with 29 years of industry experience. He previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC for 23 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only pilot for employees. The firm uses algorithm-driven risk assessments and delegates portfolio management to approved strategists, focusing on investments via mutual funds and ETFs with annual rebalancing.

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

Series 63, Series 66

Pittsburgh, PA

PNC Wealth Management

Brian Merkt is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with PNC Investments since 2014, including prior roles at PNC Bank. 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 employs algorithm-driven risk assessment and primarily uses mutual funds and ETFs.

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

Series 66

Pittsburgh, PA

PNC Wealth Management

Joshua Loaney is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with PNC Wealth Management since 2017, following a prior role at Edward Jones from 2015 to 2017. He is based in Pittsburgh, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment platform for employees that uses algorithm-driven risk assessment and invests via approved mutual funds and ETFs with annual rebalancing.

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

Series 65, Series 63

Pittsburgh, PA

PNC Wealth Management

Renee Axton is a financial advisor with PNC Wealth Management, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked with PNC Investments since 2016 and previously spent a year at Metlife Securities Inc. 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 algorithmic risk assessments and implements investments via approved strategies managed by PNC or third parties.

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

Series 66

Pittsburgh, PA

PNC Wealth Management

Joseph Geronimo is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 12 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 the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account for employees that uses mutual funds and ETFs with annual rebalancing.

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

CFP®, CFA®, Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Lawrence Wasserman is a CFP® and CFA® affiliated with PNC Wealth Management in Pittsburgh, PA, with 26 years of industry experience. He has been with PNCI Investments since 2016. Outside of his financial advisory role, he is a member of Pittsblurb, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and implements portfolios via mutual funds and ETFs with annual rebalancing.

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

Series 66

Pittsburgh, PA

PNC Wealth Management

Ian Costanzo is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with PNC Wealth Management in Pittsburgh, PA, where he has worked since 2021. His prior roles include positions at Citizens Securities, Inc. and Jim Shorkey Chevrolet. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven model strategies managed by PNC or third-party strategists.

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

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Robert Burns is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with PNC Bank and PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic 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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Joseph Z

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Joseph Zymroz Jr. is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is involved in life, long-term care, and disability insurance sales and marketing through Crump Life Insurance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to PNC employees. The firm uses algorithm-driven risk assessments and delegates portfolio management to approved strategists, primarily utilizing mutual funds and ETFs.

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

Series 66

Pittsburgh, PA

PNC Wealth Management

Julian Singleton is a financial advisor at PNC Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked in various roles within PNC Investments since 2017. Outside of his financial career, Singleton served in the United States Army National Guard from 2014 to 2023 and was involved with Buckhead Saloon during that period. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees with PNC Bank online credentials. The firm utilizes algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

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

Series 63, Series 66

Pittsburgh, PA

PNC Wealth Management

Benjamin Demblowski is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at MassMutual Life Insurance Co and Mass Mutual Investors Services, as well as experience at T. Rowe Price. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an invitation-only employee pilot. The firm uses algorithmic risk assessments to select investment models and delegates portfolio execution to third-party managers, employing mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Mark V

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Mark Valenti is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 22 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

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

Series 66

Pittsburgh, PA

PNC Wealth Management

Mark Ament is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 16 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment to recommend investment strategies implemented with mutual funds and ETFs.

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

Series 66

Pittsburgh, PA

PNC Wealth Management

John Waterstram is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 22 years of industry experience. He has been with PNC Investments since 2014. 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.

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

Series 66

Pittsburgh, PA

PNC Wealth Management

Victoria Pistella is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at PNC Investments, PittMoss, Robert Morris University, and Once Upon a Child. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary account available by invitation to employees, which uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

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

Series 63, Series 66

Pittsburgh, PA

PNC Wealth Management

John Balestreire is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has worked with PNC Investments since 2018 and previously spent seven years at E*Trade Securities LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account piloted for employees that utilizes algorithmic risk assessment and invests via approved mutual funds and ETFs with annual rebalancing.

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

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Kerry Doyle is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with PNC Investments since 2006. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, discretionary digital portfolio strategy pilot for employees that uses algorithmic risk assessment and approved investment models managed by PNC or third-party strategists.

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

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Kenneth Scrima is a financial advisor at PNC Wealth Management in Pittsburgh, PA, with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account for employees that uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.

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

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Katherine Hay is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at PNC Investments since 2016 and previously at S&T Bank from 2014 to 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital offering that uses algorithmic risk assessment and discretionary model portfolios primarily invested in mutual funds and ETFs.

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

Series 66

Pittsburgh, PA

PNC Wealth Management

A Entwisle is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 25 years of industry experience. He has been with PNC Investments since 2006. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary online model account for PNC employees that uses approved model strategies with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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