Richard Heine, Cfa

Richard Heine, Cfa Email and Phone Number

Investment Advisor at PNC Wealth Management @ PNC Wealth Management
pittsburgh, pennsylvania, united states
Richard Heine, Cfa's Location
Maumee, Ohio, United States, United States
Richard Heine, Cfa's Contact Details

Richard Heine, Cfa work email

Richard Heine, Cfa personal email

About Richard Heine, Cfa

Financial Professional with MBA and CFA. Investment portfolio manager with a diverse set of portfolio and client skills. My investment background includes the portfolio management of mutual funds, bank portfolios, and high net worth clients. Successfully delivered portfolio performance, strong client relationships, and new business wins. Team oriented with a committment to company goals. Seeking opportunities within a team of professionals where the focus is the client. I offer portfolio management, client contact and growth from existing and new relationships.Specialties: Portfolio management, client relationship, capital market analysis, new business presentations, security analytics, and team strategies.

Richard Heine, Cfa's Current Company Details
PNC Wealth Management

Pnc Wealth Management

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Investment Advisor at PNC Wealth Management
pittsburgh, pennsylvania, united states
Website:
pnc.com
Employees:
48208
Richard Heine, Cfa Work Experience Details
  • Pnc Wealth Management
    Investment Advisor
    Pnc Wealth Management Mar 2010 - Present
    Developing successful portfolio strategies for clients and their families. Clients benefit from prudent and sound growth strategies. Financial issues of today and tomorrow are addressed. The holistic solution that is available from PNC Financial Services can simplify and enrich the lives of the clients we serve.
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  • Rtheine@Windstream.Net
    Richard T. Heine, Cfa
    Rtheine@Windstream.Net Mar 2009 - Apr 2010
    Investment professional with a diverse background. Portfolio management skills complemented by an extensive knowledge of the capital markets. A proven track record developing effective investment strategies for clients leading to successful long term relationships.President of the Board of Directors at Regina Health Center.
  • Fifth Third Investment Advisors
    Vice President, Senior Portfolio Manager
    Fifth Third Investment Advisors Mar 2005 - Mar 2009
    Managed $250 million in assets. Developed and communicated portfolio strategies for private bank clients. My background enabled me to include local municipalities and institutional client accounts. Exceeded growth goals during difficult market enviroment in 2008. Teamed with remaining PM's on their portfolios. Consolidated four person effort into my job responsibility saving the bank $250,000 annually.
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  • Victory Capital Management
    Managing Partrner, Senior Portfolio Manager
    Victory Capital Management 1990 - 2004
    Senior portfolio manager in $50B subsidiary of Keycorp.Portfolio responsibilities for largest institutional fixed income clients.Team member on all equity research industry reviews.Responsible for corporate bond credits. Successfully applied equity research analytics, capital market trends, and a corprate health model.New business success by landing the firm's largest fixed income client in five years.
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Richard Heine, Cfa Skills

Financial Services

Richard Heine, Cfa Education Details

Frequently Asked Questions about Richard Heine, Cfa

What company does Richard Heine, Cfa work for?

Richard Heine, Cfa works for Pnc Wealth Management

What is Richard Heine, Cfa's role at the current company?

Richard Heine, Cfa's current role is Investment Advisor at PNC Wealth Management.

What is Richard Heine, Cfa's email address?

Richard Heine, Cfa's email address is rt****@****ail.com

What schools did Richard Heine, Cfa attend?

Richard Heine, Cfa attended Weatherhead School Of Management At Case Western Reserve University, Bowling Green State University.

What are some of Richard Heine, Cfa's interests?

Richard Heine, Cfa has interest in Working To Benefit Others, Running, Cooking, Golfing.

What skills is Richard Heine, Cfa known for?

Richard Heine, Cfa has skills like Financial Services.

Who are Richard Heine, Cfa's colleagues?

Richard Heine, Cfa's colleagues are Stacy Augustine, Paulina Salgado, William Leiendecker, Msiis, Christopher Warnick, Chuks Eluwa, Harpreet Vishnoi, Barbara Kramarz.

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