Adam Cusick Email & Phone Number

Coraopolis, Pa, Us

Pittsburgh, Pennsylvania, United States

• Engage in portfolio management and fiduciary administrative activities• Attention to detail and accuracy while processing distributions, account openings, account closings and other general account maintenance• Assist with the maintenance, risk management, and growth of assets under management by working with Wealth Advisoro Ensure asset allocations are within PNC guidelines and in line with client goalso Utilize and maintain separately managed accounts and unified managed accounts to further minimize market risk via diversification, and tax risk by minimizing capital gains tax liability• Assist with compliance of all legal and fiduciary regulations, policies and procedures in accordance with governing documents and state law.o Ensure discretionary distributions and closings processes are in line with governing documentation and state lawo Review and resolve all activities assigned by the Central Account Review Team• Manage multiple priorities to ensure all clients needs are being met in a timely manner• Problem solver for all miscellaneous issues that arise for the teams Wealth Advisors

Pittsburgh, Pennsylvania

• Provide support to a group of Investment Advisors with approximately 22,000 investment accountso Draft, mail and file investment documentationo Process time sensitive requests to transfer assets and casho Answer main phone line as the primary client contacto Assist management in conducting monthly Investment Review Committee meetings

• Provided leadership and guidance to young men• Success was built upon communication, discipline, organization and adapting to challenges

Pittsburgh, Pa