Our Team: Nathan L. Willi, CFA

Nathan L. Willi, CFA

Senior Relationship Manager

Industry Experience: 11 years

Education: BA, University of Michigan

Nathan is a senior relationship manager for PNC Capital Advisors located in Pittsburgh, Pennsylvania. 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, Nathan 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. Nathan graduated with a Bachelor of Arts in economics from The University of Michigan. Nathan also holds the Chartered Financial Analyst® (CFA) designation.

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