Presented by: David Dauchy
As Senior Investment Officer and Investment Advisor at PNC Wealth Management, David Dauchy, CFA, develops, communicates and executes tailored investment strategies for clients. He is responsible for managing complex fiduciary, agency and individual retirement accounts, as well as alternative investment products. He works with a team of specialists in financial and estate planning, banking services and trust to help clients achieve their financial objectives.
David joined PNC Wealth Management in 2011 as Vice President, Senior Investment Officer. He began his career in 1984 at the Chicago Board of Trade and most recently worked with Marshall and Ilsley as an Institutional Portfolio Manager.
David has his Bachelor of Business Administration and Master of Business Administration degrees from Loyola University of Chicago, and has earned the Chartered Financial Analyst designation.
Schedule of events:
11:30 AM - Registration and Mentoring Tables
12:00 PM - Lunch, Welcome, Announcements
12:30 PM - Presentation
1:30 PM - Program Concludes
Program Fee:
Planned Giving Council Members: $25
Non Members: $35
Rates increase by $5 after January 9. Additional $2 fee applies for credit card processing.
Hope to see you on January 15!
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