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Nathan Leo Willi
Corporate Officer/Principal at PNC Capital Advisors LLC
Profile
Mr. Nathan L.
Willi, CFA, is a Senior Relationship Manager at PNC Capital Advisors LLC.
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, he 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.
He graduated with a Bachelor of Arts in economics from The University of Michigan.
Nathan also holds the Chartered Financial Analyst designation.
Nathan Leo Willi active positions
Companies | Position | Start |
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PNC Capital Advisors LLC
![]() PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Corporate Officer/Principal | 2021-12-31 |
Training of Nathan Leo Willi
University of Michigan | Undergraduate Degree |
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Private companies | 1 |
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PNC Capital Advisors LLC
![]() PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Finance |
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