Ph.D., CFP®, CIMA“Our organization relies on investments to fund helping people change their lives for the better.”"Our goal is to make the world a better place for individuals in need."Do some of these comments sound familiar?I often hear these types of remarks from my clients. I work hard to help my clients assets grow so they can fund programs that help individuals who need a variety of assistance in their lives. I believe in the mission of organizations that I have the privilege of serving. I enjoy the opportunity to help people work through the financial needs and design investment portfolios that meet their needs and risks tolerance. Next to your family, friends, religious beliefs and health, I believe, your financial well being is one of the most important areas of your life! I have acquired investment skills through my extensive experience to help clients in managing their financial resources. However, above all else, I truly care about my clients’ financial needs.I love working with non-profits organizations, business owners, employees, professionals, and families that leave a legacy in trusts by managing their financial resources. I have developed skills in managing portfolios for individuals in more than two dozen countries throughout Europe, the Far East and Middle East. While managing portfolios at Dean Investments, a private money manager, I was a member of the Investment Committee responsible for over $7 billion of client investments. I have also advised on portfolios held at Wells Fargo, PNC, U.S. Bank, Key Bank in the areas of trust and private wealth management. I currrently am a Vice President, Asset Management for PNC Bank. If you think to yourself, “I want a portfolio manager who is dedicated to my organization's financial future." I would be delighted to talk with you and listen to you. TOGETHER we can develop an investment portfolio that works for you. Contact me to start this discussion at (513) 651-8436 or Dinah.bird@pnc.com.