Nathan Leo Willi

Corporate Officer/Principal chez PNC Capital Advisors LLC

Profil

Mr. Nathan L.
Willi, CFA, is a Senior Relationship Manager at PNC Capital Advisors LLC.
He is responsible for the coordination and delivery of investment solutions for institutional clients including public entities, corporations, defined benefit plans, charitable organizations, endowments and foundations.
Key responsibilities include maintaining relationships with existing clients by serving as the single point of contact for all matters related to their portfolios in accordance with client investment objectives as well as supporting the development of new business relationships.
Prior to his current role, he was a portfolio analyst with PNC Capital Advisors where he was responsible for providing credit security analysis and idea generation for insurance and custom strategies and the liability hedging strategies.
Before that role he was an analyst with the PNC Institutional Asset Management Group following a role as a financial advisor with PNC Investments.
Previously, he served as a financial advisor with Morgan Stanley Smith Barney.
He graduated with a Bachelor of Arts in economics from The University of Michigan.
Nathan also holds the Chartered Financial Analyst designation.

Postes actifs de Nathan Leo Willi

Sociétés	Poste	Début
PNC Capital Advisors LLC	Corporate Officer/Principal	01/01/2022