Andrew J. Schuler, CFA® Dial 855.762.5988 Senior Vice President Passcode 5294367 Investment Managing Director for PNC Wealth Management
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February 10, 2015 2:00 p.m. – 3:00 p.m. Andrew J. Schuler, CFA® Dial 855.762.5988 Senior Vice President Passcode 5294367 Investment Managing Director for PNC Wealth Management As a Senior Vice President and the Investment Managing Director for PNC Wealth Management, Andy Schuler is responsible for investment leadership and contributes to the creation and implementation of investment strategies. He is also the Chairman of the PNC Ohio Trust Company. He is a member of multiple PNC investment and risk management committees, including the Investment Policy and Derivatives Strategy Policy Committees. Additionally, Andy serves as an investment advisor for complex accounts. He works with a team of advisors – specialists in financial and estate planning, trust and banking services – to help clients achieve their financial objectives. 1900 East 9th St Cleveland, Andy joined the organization in 2001 as a portfolio manager. Prior to OH 44114 PNC, Andy worked as a portfolio manager and research analyst with a P: 216-222-2746 regional investment management firm. He has over 28 years of F: 216-222-3008 experience in the financial service industry. [email protected] Andy obtained his Bachelor of Science degree in Economics from The Ohio State University. He holds the Chartered Financial Analyst® designation. He is a past board member and president of the CFA Society of Cleveland. His other memberships include the CFA Institute and the Cleveland Association for Business Economics. In addition, Andy has been an instructor for CFA review courses at Cleveland State University teaching portfolio management and ethics. Andy is active in the community. He serves on various boards and advisory committees. He is a board member and past chairman of for Catholic Charities for the Diocese of Cleveland and currently serves as a board member for the Catholic Community Foundation. The PNC Financial Services Group, Inc. (“PNC”) uses the marketing names PNC Wealth Management® and Hawthorn, PNC Family Wealth® to provide investment, wealth management, and fiduciary services through its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through its subsidiary, PNC Delaware Trust Company or PNC Ohio Trust Company. PNC also uses the marketing names PNC Institutional Asset Management®, PNC Retirement Solutions®, Vested Interest®, and PNC Institutional Advisory Solutions® for the various discretionary and non-discretionary institutional investment activities conducted through PNC Bank and through PNC’s subsidiary PNC Capital Advisors, LLC, a registered investment adviser (“PNC Capital Advisors”). Standalone custody, escrow, and directed trustee services; FDIC-insured banking products and services; and lending of funds are also provided through PNC Bank. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors. “PNC Wealth Management,” “Hawthorn, PNC Family Wealth,” “Vested Interest,” “PNC Institutional Asset Management,” “PNC Retirement Solutions,” and “PNC Institutional Advisory Solutions” are registered service marks and “PNC Center for Financial Insight” is a service mark of The PNC Financial Services Group, Inc. Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value. ©2019 The PNC Financial Services Group, Inc. All rights reserved..