Elizabeth Email & Phone Number
Senior Vice President, Senior Investment Advisor @ PNC
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Elizabeth Location
- Baltimore, MD, US
Elizabeth Work
- 2025 -now Senior Vice President, Senior Investment Advisor @
- 2021 -2025 Senior Consultant @
- 2018 -2021 Senior Investment Advisor @ Hawthorn, PNC Family Wealth
- 2016 -2018 Director, Client Strategy and Investment Team @
- 2002 -2016 Vice President- Senior Planned Giving Investment Specialist @
- 2002 -2007 Vice President @
- 1999 -2000 Assistant Director @
- 1998 -1999 Development Associate @
- 1997 -1997 Associate Consultant @
Elizabeth Education
- University of Virginia - Darden Graduate School of Business Administration
MBA
2000-2002 - Sweet Briar College
AB (Art History, Arts Management Certificate)
1992-1996 - University of St Andrews
Junior Year Abroad (Art History)
1994-1995
Elizabeth Skills
- Equities
- Estate Planning
- Portfolio Management
- High Net Worth Individuals
- Securities
- Investment Strategies
- High Net Worth
- Investments
- Relationship Management
- Asset Management
- Planned Giving
- Investment Management
- Fixed Income
- Philanthropy
- Asset Allocation
- Investment Advisory
- Wealth Management
- Mutual Funds
Elizabeth Summary
- Elizabeth, based in Baltimore, MD, US, is currently a Senior Vice President, Senior Investment Advisor at PNC. Elizabeth brings experience from previous roles at Asset Strategy Consultants, Hawthorn, PNC Family Wealth, Mangham Associates, Inc. and PNC. Elizabeth holds a 2000 - 2002 MBA @ University of Virginia - Darden Graduate School of Business Administration. With a robust skill set that includes Equities, Estate Planning, Portfolio Management, High Net Worth Individuals, Securities and more. Elizabeth has 2 emails on RocketReach.
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