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Justin B

Series 66

Pittsburgh, PA

PNC Wealth Management

Justin Boske is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and beginning his advisory career in 2024. He previously worked at PNC Bank from 2018 to 2024 and at Diamond Medical Services from 2014 to 2017. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an employee-only digital platform that uses algorithm-driven risk assessments to guide investment strategies implemented via mutual funds and ETFs.

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

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Sean Flaherty is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at PNC Investments since 2015. Outside of his advisory role, Flaherty is an author. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering accessible by invitation to employees with existing PNC Bank online credentials. The firm employs algorithm-driven portfolio strategies using mutual funds and ETFs, with implementation and proxy voting delegated to third parties.

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

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

David Donohoe is a financial advisor at PNC Wealth Management with 21 years of industry experience. He has been with PNC investments since 2013 and holds Series 63 and Series 65 licenses. 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’s investment approach utilizes approved model strategies executed with mutual funds and ETFs, incorporating annual rebalancing and algorithm-driven risk assessment.

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

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Paula Kunco is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 registrations and 27 years of industry experience. She has been with PNC Investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account designed for employees with existing PNC Bank online-banking credentials. The firm uses algorithm-driven risk assessments and third-party portfolio implementation in its investment approach.

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

Series 66

Pittsburgh, PA

PNC Wealth Management

Samuel Guerrini is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation with one year of industry experience. Before joining PNC Wealth Management in 2026, he worked at Guggenheim Funds Distributors for two years and spent four years at the University of Dayton. Guerrini also has a decade of experience with Aviva Brick Oven. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital account that uses algorithm-driven risk assessments and invests via approved mutual funds and ETFs with annual rebalancing.

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

Series 63, Series 65, Series 66

Pittsburgh, PA

PNC Wealth Management

Sean Smith is a financial advisor with PNC Wealth Management, holding Series 63, 65, and 66 licenses and 11 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services and KeyBank. 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 employs algorithm-driven portfolio strategies managed by PNC or third-party strategists, utilizing mutual funds and ETFs with annual rebalancing.

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

Series 66

Pittsburgh, PA

PNC Wealth Management

Deborah Kahn is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and with eight years of industry experience. She has worked at PNC Investments since 2016 and previously at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to select employees. The firm utilizes algorithmic assessments to recommend risk bands and implements strategies using mutual funds and ETFs with annual rebalancing.

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

Series 66

Pittsburgh, PA

PNC Wealth Management

Andrew Sekulski 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 2016. Outside of his advisory role, he is registered as a landlord but does not engage in active business hours related to that activity. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio strategist service for employees. The firm primarily uses algorithm-driven model strategies managed by PNC or third-party strategists, employing mutual funds and ETFs with annual rebalancing.

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

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Richard Guerrini is a financial advisor at PNC Wealth Management in Pittsburgh, PA, 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 offers retail brokerage and advisory services through several model-based programs, including an employee-only pilot digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via approved models using mutual funds and ETFs.

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

Series 63, Series 66

Pittsburgh, PA

PNC Wealth Management

Anna Luciani is a financial advisor at PNC Wealth Management with eight years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available as an invitation-only pilot for employees. The firm utilizes algorithm-driven risk assessments and manages investments via approved model strategies executed with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Gerard Elijah F

Series 66

Pittsburgh, PA

PNC Wealth Management

Gerard Elijah Fernando is a financial advisor at PNC Wealth Management in Pittsburgh, PA, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney before joining PNC Investments in 2017. PNC Wealth Management provides retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital portfolio strategy for employees that utilizes algorithm-driven risk assessment and delegated investment execution.

Passive / index investing Active portfolio management Wealth management Executive
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