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Pittsburgh Planned Giving Council
Learn. Lead. Serve.

Joe Lantz

Shorebridge Wealth Management

 

Member profile details

First name
Joe
Last name
Lantz
Organization
Shorebridge Wealth Management
Professional Bio
Joe supports our institutional advisory and consulting business and has past experiences working with a wide variety of client types including, endowments, foundations, nonprofits, healthcare, pension, insurance, and defined contribution plans. Most recently, he spent 14 yrs as Vice President of Institutional and Analytical Services with Federated Hermes. Prior to that experience, he was an Institutional Relationship Manager with Allegiant Asset Management. Additionally, he had roles as a Portfolio Manager for PNC’s Charitable and Endowment Asset Management Group, Investment Research Analyst at Mellon Financial, and an Investment Consultant at Yanni-Bilkey Investment Consulting.

Joe has an MBA in finance from the University of Pittsburgh’s Katz Graduate School of Business and a Bachelor’s degree in accounting and finance from Duquesne University. He holds the Chartered Financial Analyst designation and is also Chartered Alternatives Investment Analyst.

Joe is active in the community and serves on the board and is chair of the investment committee of Achieva Family Trust and investment committee of the United Way of Southwestern PA. He is a member of the CFA Society Pittsburgh and formerly served in Vice President and Treasurer board positions. He and his wife have a son, Evan, and he enjoys cycling and reading as pastimes.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Raymond James is not affiliated with the above organizations and/or charitable causes.
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Pittsburgh Planned Giving Council
PO Box 14852
Pittsburgh, PA 15234

office@ppgc.net     *     412-206-1447

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