The Intermediate Aggregate strategy seeks to provide stable income and deliver competitive risk-adjusted returns versus the benchmark.
The strategy typically invests in investment-grade corporate bonds, mortgage-backed securities, AAA-rated asset-backed securities, and U.S. Treasury bonds.
$660M
12/31/1999
Bloomberg Intermediate Aggregate Bond Index
Head of Credit TradingPortfolio Manager
Industry Experience: 18 years
Education:BBA, Loyola University Maryland; MBA, Loyola University Maryland
Jeffrey is the head of credit trading, leading the implementation of purchase and sale decisions across portfolio strategies. He also serves as co-portfolio manager for intermediate duration strategies. Jeffrey joined the firm in 2005 and has extensive experience in portfolio management, credit trading, and credit research. Jeffrey graduated summa cum laude with a Bachelor of Business Administration in finance from Loyola University of Maryland and a Master of Business Administration in management from Loyola University of Maryland. Jeffrey also holds the Chartered Financial Analyst® (CFA) designation.
Chief Investment Officer
Industry Experience: 29 years
Education:BBA, James Madison University
Sean is managing director and chief investment officer of PNC Capital Advisors. Drawing on his extensive experience in fixed income research and portfolio management, he leads the team's overall investment strategy and process and directs the implementation of these ideas across the firm's investment solutions. Prior to joining the firm in 2004, Sean spent six years at Freddie Mac in credit research and four years as a bank credit analyst at the rating agency LACE Financial Corporation (now Kroll Bond Rating Agency). Sean graduated cum laude with a Bachelor of Business Administration from James Madison University. He also holds the Chartered Financial Analyst® (CFA) designation.
Assistant Portfolio Manager, Credit Trader & Analyst
Industry Experience: 12 years
Education:BA, The George Washington University
Jessica is an assistant portfolio manager for the firm's intermediate strategies. She also serves as a credit trader and analyst responsible for implementing the team's credit portfolio strategies and providing primary coverage for consumer products. Prior to joining the firm in 2018, Jessica served in portfolio management, trading and analyst roles at Columbia Partners. Jessica graduated with a Bachelor of Arts in international affairs and economics from The George Washington University. Jessica holds the Chartered Financial Analyst® (CFA) designation.
As of 12/31/23. Source: Advent Portfolio Exchange® (APX). Performance returns are presented gross and net of fees and include the reinvestment of all income. Gross of fee performance returns do not reflect the payment of investment advisory fees and other expenses related to your account. Actual returns will be reduced by the advisory fee specific to your account and other expenses that may be incurred in the management of the account. Please refer to our GIPS® report, which includes additional disclosures. Past performance is no guarantee of future results.
As of 6/30/23. Source: Advent Portfolio Exchange® (APX). Performance returns are presented gross and net of fees and include the reinvestment of all income. Gross of fee performance returns do not reflect the payment of investment advisory fees and other expenses related to your account. Actual returns will be reduced by the advisory fee specific to your account and other expenses that may be incurred in the management of the account. Please refer to our GIPS® report, which includes additional disclosures. Past performance is no guarantee of future results.