Candice is an Investment Advisor at PNC Private Bank, responsible for managing a book of High-Net-Worth clients using an investment consulting approach and open architecture platform. She is responsible for managing accounts in accordance with investment objectives, incorporating PNC’s investment approach, philosophy and platform. Responsible for delivering the PNC investment experience to clients.
Prior to joining PNC, Candice worked at the Wells Fargo Private Bank for 7.5 years as both a Portfolio Manager and Investment Specialist. She also spent 3.5 years at Bank of America Private Bank as an Officer and Portfolio Management Associate. She started her career at the Vanguard Group. She has been working closely with clients in the financial services industry for more than 16 years.
Candice graduated with a Master of Business Administration in finance from Louisiana State University and with a Bachelor of Science in business administration and political science from Albright College. Candice holds the Chartered Alternative Investment Analyst (CAIA) designation. Candice serves on the planning committee as a Chapter Executive of the Philadelphia CAIA Association. She is a member of the Philadelphia Securities Association (PSA), Women in Investing Network (WIN), and the National Black MBA Association (NBMBA). Candice lives in Collegeville, PA with her husband, daughter, and two dogs.