Our Team: Lisa Welch, CFA

Lisa Welch, CFA

Senior Relationship Manager

Industry Experience: 25 years

Education: BS, Rutgers University

Lisa is a senior relationship manager for PNC Capital Advisors located in Philadelphia. She 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 joining PNC Capital Advisors, Lisa was a Vice President Client Manager at PGIM Fixed Income. She has also held institutional relationship management roles at Brandywine Global Investment Management, Duff  & Phelps Investment Management, and Turner Investments.Lisa graduated with a Bachelor of Science in finance from Rutgers University. Lisa holds the Chartered Financial Analyst® (CFA) designation. She also holds the FINRA Series 6, 7, and 63 licenses. Lisa is a volunteer with Northeast Boston Terrier Rescue.
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