Holly Harrison Email & Phone Number

Leads PNC Institutional Asset Management’s efforts in crafting and delivering differentiated solutions for Healthcare entities, in partnership across the organization.

Oversees new institutional business development, consultant relations, and RFP for PNC Capital Advisors. Senior leader of strategic priorities and execution for institutional sales, in partnership with product management, client service, and marketing. Responsible for strategy, goal setting, metrics, and overall financial performance of the business, bringing together extensive asset management career experience across investments, product, sales, service, and marketing.

Worked directly for business leadership, including the Head of the Asset Management Group, to analyze and evaluate internal businesses and develop strategic plans for the three major areas of the Asset Management Group (Institutional, Wealth Management, and Hawthorn) in order to achieve growth goals and corporate priorities.Leveraged internal performance metrics, financial analysis, and scenario analysis, alongside industry and competitive trends to spot emerging opportunities, areas for improvement, and potential investment targets. Worked in coordination with leaders of each line of business, as well as Finance, Legal, Corporate and Institutional Banking, and other corporate partners.Successfully launched and led critical business decisions and initiatives, communicating this plan tocorporate leadership and the Board of Directors. Enabled collaboration and successful execution across the organization and provided measureable progress on initiatives to the Head of the Asset Management Group.Specific projects included: Defining a strategic plan to double the size of our institutional business over five years, Rebuilding our Defined Contribution recordkeeping product to increase target client audience, Launching an asset retention project for our DC business, Connecting our corporate banking and institutional asset management businesses for greater cross‐sell, Conducting a current product analysis to determine gaps and developing a new product roadmap.

Developed and executed an awareness campaign for 40+ investment strategies across Equity, Fixed Income, and Municipal asset classes, including thought leadership, a structured communications plan, marketing collateral, conference calls, and webinars.Engaged regularly with Portfolio Management teams to maintain a working knowledge of strategypositioning and performance and used that knowledge to provide both written and verbal communications to clients and internal teams.Continually reassessed competitive positioning vis‐à‐vis the marketplace and refined our sales andmarketing materials to better communicate investment strategies and objectives.

Us

Acted as the primary liaison between equity portfolio management teams and internal/external sales and clients, covering 5 separate equity teams with strategies including Large Cap, Mid Cap, Small Cap, and International Equity employing both fundamental and quantitative investment processes. Generated product education and investment communications, including training, white papers, pitch books, and other marketing support.Worked in coordination with the Director of Product Management on new product development (including alternative structures) and portfolio manager transitions.Served on the firm’s Asset Allocation committee overseeing the allocation of balanced client portfolios and developing necessary support materials.

Client portfolio manager for Large Growth and Large Core products, representing the team in client and consultant meetings, as well as finals presentations across multiple channels including intermediary, institutional, retirement plan, and retail sales.Worked directly with sales leadership to develop product roadmap and distribution plans, as well as leading training and competitive positioning.

Developed and executed a sales and marketing plan for institutional and intermediary channels for twostrategies (convertibles and equity income), including a new branding and client retention program.Additional responsibilities included client service, oversight functions of mutual fund administration,including financial reporting, regulatory filings, shareholder servicing, transfer agency, and fund accounting.

Responsible for the daily management of institutional clients in Large Value and Small Cap strategies.