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
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,
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.