January
9
EST
1736426700days
hours
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CFA at PNC Bank
More Information
As a senior vice president and an investment regional manager of the PNC Private
Bank®, Shawn provides investment leadership in the creation and implementation of
investment strategies. Shawn also serves as an investment advisor for complex
accounts. Shawn works with a team of investment advisors, experienced professionals
in financial and estate services, trusts and banking services, to help clients achieve their
financial objectives.
Shawn oversees the region’s team of investment management professionals. He
chairs the investment review committees for Delaware Trust, Delaware and
Philadelphia Center City . He is a member of the board of PNC's Delaware Trust
Company.
Prior to joining PNC, Shawn worked for over 25 years delivering multifaceted
financial solutions in roles spanning investment management, private banking,
business start-ups, real estate ventures and non-profit organizations. Shawn was
most recently the chief financial officer of a Swiss-based technology start-up
company. Prior to that, Shawn was the chief investment officer, portfolio manager
and managing partner of a registered investment advisory firm focused on high net
worth individuals, endowments, foundations and pensions; which he co-founded,
developed, and subsequently sold in 2016. Shawn has also held positions as a high
net worth portfolio manager at Lehman Brothers, U.S. Trust Company and J.P.
Morgan.
Shawn graduated with a Bachelor of Arts in economics and chemistry from Rutgers
University and with a Master of Business Administration from IE Business School,
Madrid. Shawn holds the Chartered Financial Analyst® (CFA) designation. He is a
member of the CFA Institute and the CFA Society of Philadelphia. Shawn also
serves as a member of the board for the YMCA of Delaware and is a member of
their finance committee.
If you have any questions please contact Jessie Covert at jcovert@blairchamber.com.