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Greg McKenna

Greg McKenna

Greg McKenna is Vice President and Senior Relationship Manager at PNC Wealth Management and serves as the primary contact for the delivery of all wealth management services for his clients. He establishes a business plan for each client and works with the wealth management team to achieve service standards. Mr. McKenna also delivers an overall client review that addresses both investment funds performance and administrative processes. He has planned and frequent interaction with clients, which are expected to yield increased client satisfaction and strengthened client commitment.

Prior to joining PNC Wealth Management, Mr. McKenna had a long and successful career as an investment banker in PNC's Capital Markets Public Finance Group. He originated more than 75 capital finance projects over his 15 + years as an investment banker providing more than $800 million for tax-exempt borrowers in the K-12 educational space. He was responsible for project origination, credit analysis, debt structuring, document development and review, rating agency reviews, institutional investor outreach, timing of the sale and closing for all types of tax-exempt bonds, notes, and securities instruments.

From November 2007 through November 2010, Mr. McKenna served as a Board Member of the Bridgeway Capital 504 Board located in Pittsburgh, PA. The 504 program works closely with banks to help businesses expand by buying buildings or equipment, or renovating or constructing new facilities. The 504 loan is one of the U.S. Small Business Administration (SBA) loan programs, and provides growing businesses with long-term, fixed-rate financing.

His professional licenses include a Series 7 and Series 63, and a Series 53 securities license.

A native of Pittsburgh, Mr. McKenna holds an MBA in Finance as well as a Bachelor of Science degree in Marketing / Management both from Duquesne University. He resides in Mount Lebanon, Pennsylvania with his wife and daughter.

Charter Schools are Reforming K-12 Education
CSDC is a 501(c)(3) nonprofit corporation and Community Development Financial Institution
Copyright 2011