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
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Head Of Hawthorn Purpose, SvpPnc Jun 2024 - PresentPittsburgh, Pennsylvania, UsI 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. -
Head Of Philanthropy & Impact, Pnc Private Bank HawthornPnc May 2021 - Jun 2024Pittsburgh, Pennsylvania, Us -
MemberChief Jun 2022 - Jul 2023New York, Ny, Us -
Head Of Strategic PhilanthropyBny Mellon Wealth Management 2017 - May 2021New York, Ny, UsOne 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. -
Senior Wealth DirectorBny Mellon Wealth Management 2014 - 2017New York, Ny, Us• Front line sales with a core focus on philanthropic institutions and family foundations. -
Senior Vice President, Principal Business Relationship BankerWells Fargo (Previously Wachovia Trust) 2011 - 2013San Francisco, California, UsA 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. -
Svp, Philanthropic Consultant – Wachovia Trust Philanthropic Services GroupWells Fargo (Previously Wachovia Trust) 2005 - 2011San 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. -
Analyst & Project Manager, Financial Planning And AnalysisSouthern Company 2004 - 2005Atlanta, Ga, Us• Developed comprehensive risk mitigation and financial planning strategies and provided guidance for M&A candidates. -
Account Manager & Business Development Project CoordinatorGlobalcare, Inc. 2003 - 2004• Built a team to implement a new business development process and delivered $2.5M in new revenue. -
Us Corporate Finance Banking OfficerWachovia Bank 2000 - 2001Charlotte, North Carolina, Us• Drove new business development, generated $4.5M in portfolio company fees, and achieved $8.6M in team fee income. -
Broker & Sales AssistantDeutsche Bank Alex. Brown 1998 - 2000Frankfurt 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
Avery Fontaine Education Details
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Duke University - The Fuqua School Of BusinessSocial Enterprise Focus -
The University Of The SouthDouble 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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