Avery Fontaine

Avery Fontaine Email and Phone Number

Head of Purpose, SVP @ PNC
Avery Fontaine's Location
Atlanta Metropolitan Area, United States, United States
About Avery Fontaine

As Senior Vice President and Head of Purpose for PNC Private Bank ® within the Asset Management Group, I oversee a national team of highly credentialed purpose-driven advisors. My team encompasses Philanthropy & Impact, the Institute for Family Success, and the Purpose Driven Investing experts. This innovative combination represents the three key levers for families and institutions to execute on their purpose: community, personal relationships, and investments. Deploying capital to achieve purpose or impact is a key driver for many of our families and institutions. The Purpose Team eases the complexity of this process and ensures that the full suite of PNC Private Bank Hawthorn resources is available. As a national thought leader on how to deploy the full spectrum of capital to achieve purpose-driven goals, I bring more than 20 years of purpose and impact experience, as well as expertise in building and leading world-class programs that effectively deploy capital reflecting the values and goals of ultra-high net worth families and the institutions they support. SKILLS AND EXPERTISEExecutive Leadership, Family Office, Nonprofits, Purpose Driven Investing, Philanthropy, New Business Development, Family & Nonprofit Strategies, Corporate Philanthropy, Impact & Social Investing, ESG Investing, Financial Strategies, New Business Development, Revenue & Profit Growth, Relationship Development, Solution Innovation, Project/Program Management, Portfolio/Asset Management, Corporate & Family Foundations, Institutional Endowments & Trusts, Nonprofit Endowments, Donor Advised Funds, Corporate Social Responsibility, KPI Metrics & Reporting, Enterprise ESG, Process Improvement, Risk Analysis & Mitigation, Vendor/Partner Management, Financial Analysis, Cost Control, Mentoring & Coaching, Team Building, Training Programs, Thought Leadership, Partnerships & Alliances, Company Media Representative, Speaking & Presentations

Avery Fontaine's Current Company Details
PNC

Pnc

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Head of Purpose, SVP
Avery Fontaine Work Experience Details
  • Pnc
    Head Of Hawthorn Purpose, Svp
    Pnc Jun 2024 - Present
    Pittsburgh, Pennsylvania, Us
    I lead the Philanthropy & Impact, Institute for Family Success, and the Purpose Driven Investing experts. We bring the human side of wealth together with the execution of that purpose across the spectrum of capital deployment opportunities for both family offices and institutions.
  • Pnc
    Head Of Philanthropy & Impact, Pnc Private Bank Hawthorn
    Pnc May 2021 - Jun 2024
    Pittsburgh, Pennsylvania, Us
  • Chief
    Member
    Chief Jun 2022 - Jul 2023
    New York, Ny, Us
  • Bny Mellon Wealth Management
    Head Of Strategic Philanthropy
    Bny Mellon Wealth Management 2017 - May 2021
    New York, Ny, Us
    One of the oldest banks in the world and a global leader in banking and financial services, BNY Mellon (NYSE: BK) manages investments encompassing $1.8T in assets under management and $35.2T in assets under custody.• Lead new business development opportunities, grow the planned giving pipeline, carry out critical strategic initiatives, and oversee marketing and collaboration efforts. • Expand the total market value of national endowment and supporting organization foundation practice. • Work with large family offices on philanthropic planning and strategies. • Devised an enterprise-wide proactive approach and tailored advice in response to environmental, social, governance, and impact investing client demand.• Average over 15 speaking engagements each year, produce articles and webcasts, and led the national conversation as philanthropy shifts into social purpose/impact.
  • Bny Mellon Wealth Management
    Senior Wealth Director
    Bny Mellon Wealth Management 2014 - 2017
    New York, Ny, Us
    • Front line sales with a core focus on philanthropic institutions and family foundations.
  • Wells Fargo (Previously Wachovia Trust)
    Senior Vice President, Principal Business Relationship Banker
    Wells Fargo (Previously Wachovia Trust) 2011 - 2013
    San Francisco, California, Us
    A Fortune 100 leader in banking and financial services, Wells Fargo (NYSE: WFC) is the fourth largest bank in the world, generating $85.06B in annual global revenue.• Led a multi-million dollar portfolio of loans and deposits utilizing a consultative approach. Guided nonprofit capitalization strategies, conducted debt assessments, and carried out capital and operational analyses. • Responsible for the generation of small market revenue targets from $250K to $300K+ annually across Mobile, Alabama, and the Gulf CoastPlanned and executed a strategy that saved a nonprofit hospital from issuing municipal bonds by underwriting a $20M+ bank debt deal that provided liquidity to complete crucial facility improvements.
  • Wells Fargo (Previously Wachovia Trust)
    Svp, Philanthropic Consultant – Wachovia Trust Philanthropic Services Group
    Wells Fargo (Previously Wachovia Trust) 2005 - 2011
    San Francisco, California, Us
    • Managed key client relationships and served as Charitable Administrator for a $500M book of business with major corporate and family foundations, charitable and institutional trusts, and nonprofit endowments. Partnered with over 100 matrixed indirect reports to aid sales teams in the acquisition of clients across the Southeast.• Consistently increased AUM and profitability by bringing in new clients with a minimum of $5M in investable assets. Grew existing relationships with an average private foundation size of $15M and supporting organization size of $25M. Achieved recognition as the #1 Philanthropic Consultant in 2006 with over $1M in revenue.• Developed long-term grantmaking and programmatic strategies, created investment policies to successfully manage risk factors, and guided the group’s approach to investment management. Provided expertise in foundation inception and continuance, institutional endowment consulting, and process improvement.
  • Southern Company
    Analyst & Project Manager, Financial Planning And Analysis
    Southern Company 2004 - 2005
    Atlanta, Ga, Us
    • Developed comprehensive risk mitigation and financial planning strategies and provided guidance for M&A candidates.
  • Globalcare, Inc.
    Account Manager & Business Development Project Coordinator
    Globalcare, Inc. 2003 - 2004
    • Built a team to implement a new business development process and delivered $2.5M in new revenue.
  • Wachovia Bank
    Us Corporate Finance Banking Officer
    Wachovia Bank 2000 - 2001
    Charlotte, North Carolina, Us
    • Drove new business development, generated $4.5M in portfolio company fees, and achieved $8.6M in team fee income.
  • Deutsche Bank Alex. Brown
    Broker & Sales Assistant
    Deutsche Bank Alex. Brown 1998 - 2000
    Frankfurt Am Main, Hessen, De
    • As the first female broker in the Atlanta office and one of 11 nationwide, attained Series 7, 63 and 65 licenses, built and led a team of four, and managed a $350M portfolio.

Avery Fontaine Skills

Strategy Wealth Management Entrepreneurship Philanthropy Asset Management Leadership Management Nonprofits Finance Business Strategy Strategic Planning Portfolio Management Business Development Banking Financial Services Asset Allocation Alternative Investments Financial Planning Marketing Investment Strategies Corporate Finance Wealth Private Equity Financial Modeling Non Profits Executive Management Loans Small Business Consulting Mergers And Acquisitions Series 7 Small Business Lending Asset Based Lending Family Office Treasury Management Commercial Lending Strategic Financial Planning High Net Worth Individuals Nonprofit Organizations Fundraising Cash Flow Lending Social Enterprise Fiduciary Management Financial Advisory Grants Wealth Management Services

Avery Fontaine Education Details

  • Duke University - The Fuqua School Of Business
    Duke University - The Fuqua School Of Business
    Social Enterprise Focus
  • The University Of The South
    The University Of The South
    Double Major In Philosophy & Fine Arts

Frequently Asked Questions about Avery Fontaine

What company does Avery Fontaine work for?

Avery Fontaine works for Pnc

What is Avery Fontaine's role at the current company?

Avery Fontaine's current role is Head of Purpose, SVP.

What schools did Avery Fontaine attend?

Avery Fontaine attended Duke University - The Fuqua School Of Business, The University Of The South.

What skills is Avery Fontaine known for?

Avery Fontaine has skills like Strategy, Wealth Management, Entrepreneurship, Philanthropy, Asset Management, Leadership, Management, Nonprofits, Finance, Business Strategy, Strategic Planning, Portfolio Management.

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