Director of Financial and Retirement Education Services, PNC
Payment & Regulation
Brad, the director of financial and retirement education services for PNC Institutional Asset Management®, oversees the development and delivery of Employee Education Consulting and Financial Wellness services to PNC retirement clients. Brad’s insights and perspectives on financial wellness and participant education in the retirement industry have been featured in multiple articles, webinars and interviews. He has been a manager and director with PNC Institutional Asset Management for 18 years leading conversion, relationship management and employee education teams during his tenure. Prior to joining the firm, Brad worked with Federated Investors’ Retirement Plan Services group for more than six years. During his last four years with Federated, he served as the group’s conversion manager. In all, he has over 26 years’ experience in the retirement plan industry. Brad graduated with a Bachelor of Science in business administration and accounting from Ohio State University.