The Short Term Income strategy seeks capital preservation, liquidity, and income in excess of money market funds.
The strategy typically invests in commercial paper, floating-rate and fixed-rate short-term corporate bonds, as well as AAA-rated asset-backed securities.
$1,351M
3/31/2014
ICE BofA 3-6 Mo U.S. Treasury Bill Index
Portfolio Manager
Industry Experience: 27 years
Education:BA, Alma College; MA, Western Michigan University
Keith is a portfolio manager for liquidity solutions and cash management strategies. Keith has significant experience in credit research and custom portfolio management. Prior to joining the firm in 1998, Keith was a credit analyst with First of America Bank. Keith graduated with a Bachelor of Arts from Alma College and a Master of Arts from Western Michigan University.
Industry Experience: 26 years
Education:BS, Salisbury University; MBA, Loyola University Maryland
Kelley is a portfolio manager for the firm's cash management and short-term income strategies. Prior to joining the firm in 2000, she was a portfolio service associate with Legg Mason Wood Walker, Inc. Kelley graduated with a Bachelor of Science in finance and economics from Salisbury University and a Master of Business Administration in finance from Loyola University, Maryland. Kelley also holds the Chartered Financial Analyst® (CFA) designation.
Chief Investment Officer
Industry Experience: 30 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.
Industry Experience: 28 years
Education:BA, Baldwin-Wallace College; MBA, Baldwin-Wallace College
Rick is lead portfolio manager for the firm's liquidity solutions and cash management strategies. Prior to joining the firm in 2002, he was with Productive Portfolios, Inc. where he focused on short duration/liquidity portfolio management for Ohio public sector clients. Additionally, he has experience as a corporate lending representative with Fifth Third Bank in Cleveland. Rick graduated with a Bachelor of Arts from Baldwin Wallace University and a Master of Business Administration from Baldwin Wallace University.
Assistant Portfolio Manager
Industry Experience: 7 years
Education:BBA, The University of Texas at Austin McCombs School of Business
Elise is an assistant portfolio manager responsible for assisting with the liquidity solutions and for providing credit research analysis for the insurance sector. Elise joined PNC as an analyst for the PNC Institutional Asset Management Development Program where she served as a rotational analyst with PNC Institutional Asset Management® (PNC IAM) and PNC Capital Advisors (PCA). Elise graduated with a Bachelor of Business Administration in finance and investment management from the University of Texas McCombs School of Business. Elise also holds the Chartered Financial Analyst® (CFA) designation.
As of 9/30/2024. 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®-compliant presentation, which includes additional disclosures. Past performance is no guarantee of future results.