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Pittsburgh Planned Giving Council
Learn. Lead. Serve.

Melissa Sylvester

PNC Institutional Asset Management

 

Member profile details

First name
Melissa
Middle Name
A
Last name
Sylvester
Organization
PNC Institutional Asset Management
Professional Bio
Melissa Sylvester is a senior planned giving investment specialist for PNC Institutional Asset Management®. She coordinates the delivery of investment solutions for Planned Giving client portfolios. Her key responsibilities include: maintaining strong relationships with clients by providing thought leadership, education and insights; managing portfolios in accordance with the client’s investment objectives and applicable state annuity regulations; providing recommendations to allocations based upon the client’s needs; and supporting the development of new business relationships. Her area of focus is investment programs designed for charitable gift annuities, charitable remainder trusts, and pooled income funds.

Prior to assuming her current position, Melissa served as an investment consultant and senior investment management analyst with Atlanta Consulting Group, a division of Raymond James and Associates. Previously, she was also a sales assistant with the firm and held the same position with Morgan Keegan.

Melissa graduated with a Bachelor of Science in business administration and finance from The University of Florida and with a Master of Business Administration from The University of West Florida. Melissa holds the Chartered Financial Analyst® (CFA), Chartered Alternative Investment Analyst (CAIA), and Accredited Investment Fiduciary® (AIF) designations. Melissa is a member of the Pittsburgh Planned Giving Council and the National Association of Charitable Gift Planners. Melissa also serves on the Board of Directors for the American Council on Gift Annuities. Additionally, she serves on the Board of Directors for the Phi Sigma Sigma Foundation, currently serving as Vice President.

https://www.linkedin.com/in/melissasylvester

Pittsburgh Planned Giving Council
PO Box 14852
Pittsburgh, PA 15234

office@ppgc.net     *     412-206-1447

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