Pittsburgh, PA 225 Fifth Avenue Office

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.

Nicole Bush is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. Her career includes seven years at Charles Schwab and ongoing tenure with PNC Investments since 2019. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital portfolio strategy pilot that uses algorithm-driven risk assessments and executes investments via approved model strategies and third-party delegates.

Gregory Blake is a Series 66-licensed financial advisor with PNC Wealth Management in Pittsburgh, PA, where he has worked for 10 years. He has 13 years of industry experience in total. 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 employs algorithm-driven risk assessments and utilizes mutual funds and ETFs managed by PNC or third-party strategists.

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.

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.

Bruce Begley is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with PNC since 2004 and previously worked at 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 for employees. The firm uses algorithm-driven risk assessments to select investment models managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

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.

Stewart Biro is a CFP® professional with nine years of industry experience, currently serving at PNC Wealth Management in Pittsburgh, PA. His career has been focused at PNC Investments since 2016. Outside of his advisory role, he has been involved with South Hills Bible Chapel. PNC Wealth Management offers retail brokerage and advisory services, including model-based investment programs such as the Portfolio Solutions Strategist Digital Offering, an invitation-only employee pilot designed for clients with existing PNC Bank online-banking credentials.

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.

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.

Walter Scheide Jr. is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at PNC Investments, LLC since 2016 and previously spent one year with J.J.B. Hilliard, W.L. Lyons, LLC. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven portfolio strategies implemented via mutual funds and ETFs with annual rebalancing.

Mary Orstein is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 credential and six years of industry experience. She previously worked at The Coury Firm and has experience in healthcare programming and education. Outside of her advisory role, she is a part-time Brazilian Jiu Jitsu instructor at a local martial arts gym. PNC Wealth Management provides retail brokerage and advisory services through model-based investment programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and approved mutual funds and ETFs.

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.

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.

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.