Portfolio Management

Fund manager head shot

James E. Mineman

Managing Director, Co-Lead Portfolio Manager
james.mineman@pnc.com

    • Industry Experience: 24 years
    • Managed Fund Since: 2004
    • B.S.B.A., Southern Illinois University
    • M.A., St. Louis University

James, a managing director, is a co-lead portfolio manager of the Select Equity investment team that manages the Small Cap Equity strategy. He specializes in managing the team's equity research process. Consistent with the generalist approach, he serves in the capacity of analyst and portfolio manager. James, who joined the firm along with the team in 2004, has been with the core team since its founding in 1994. He earned a Bachelor of Science in Business Administration degree with a specialization in finance from Southern Illinois University and a Master of Finance degree from St. Louis University.

Fund manager head shot

Peter A. Roy, CFA

Managing Director, Co-Lead Portfolio Manager
peter.roy@pnc.com

    • Industry Experience: 18 years
    • Managed Fund Since: 2004
    • B.A., University of Dayton
    • M.B.A., Washington University

Peter, a managing director, is a co-lead portfolio manager of the Select Equity investment team that manages the Small Cap Equity strategy. He specializes in managing the team's equity research process. Consistent with the generalist approach, he serves in the capacity of analyst and portfolio manager. Peter, who joined the firm along with the team in 2004, has been with the core team since 2003. He held positions previously with Allegiant Bancorp, Banc of America Securities, LLC, and Nuveen Investments. Peter earned a Bachelor of Arts degree in English from the University of Dayton and an M.B.A. from Washington University's Olin School of Business. He is a CFA charterholder.

Fund manager head shot

Lisa A. Teter

Senior Analyst
lisa.teter@pnc.com

    • Industry Experience: 24 years
    • Managed Fund Since: 2004
    • B.S., Southern Illinois University

Lisa is a senior analyst on the Select Equity investment team that manages the Small Cap Equity strategy. Her responsibilities include security analysis and idea generation within the portfolio management process. Lisa, who joined the firm along with the team in 2004, has been with the core team since its founding in 1994. She earned a Bachelor of Science degree in finance and management from Southern Illinois University.

Fund manager head shot

M. Jed Ellerbroek Jr., CFA

Senior Analyst
michael.ellerbroek@pnc.com

    • Industry Experience: 13 years
    • Managed Fund Since: 2009
    • B.S., University of Northern Iowa

Jed is a senior analyst on the Select Equity investment team that manages the Small Cap Equity strategy. He provides security analysis and idea generation to the portfolio management process. He joined the firm in 2008 from Wachovia Capital Markets, where he was an associate analyst covering leisure and consumer discretionary. Prior to Wachovia, he was an investment analyst at Jeffry Slocum & Associates, an investment consultant. Jed earned a Bachelor of Science degree from the University of Northern Iowa with majors in finance and economics. He is a CFA charterholder.

Fund manager head shot

Brian Reynolds, CFA

Senior Research Analyst
brian.reynolds@pnc.com

    • Industry Experience: 11 years
    • Managed Fund Since: 2013
    • B.S.B.A., University of Missouri-St. Louis

Brian is a senior analyst on the Select Equity investment team that manages the Small Cap Equity strategy. He provides security analysis and idea generation to the portfolio management process. . He joined the team in 2013, after holding an investment position previously with PNC Wealth Management. Brian earned a Bachelor of Science in Business Administration degree from the University of Missouri-St. Louis and is a CFA charterholder.

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Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than that shown here. Select a Fund to view the most recent month-end performance information or go to each Fund's snapshot page to view most recent month-end performance as well as any waiver or expense reimbursement information.

The information contained in this piece should not be considered legal or tax advice; questions regarding your specific situation should be directed to your legal or tax advisor.

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