Robert Santillo
Executive Vice President at PNC Wealth Management
- Role
- EVP - Product Management and Research at PNC
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Experience
EVP - Product Management and Research
Jan 2018 — Present · Pittsburgh, PA, US
I lead the Product Management, Investment Research & Due Diligence, and Financial Planning functions for PNC Wealth Management. My team is responsible for the strategy, design, execution and distribution of PNC’s wealth solutions — spanning advisory, brokerage, annuities, insurance, retirement, and wealth banking—to deliver an integrated and client-centric wealth experience. • Lead cross-functional teams of Product Managers, Research Analysts, and Financial Planners to develop innovative solutions for mass market and mass affluent clients. • Drive product governance and due diligence across all investment and banking offerings, ensuring alignment with fiduciary standards, regulatory expectations, and client outcomes. • Oversee financial planning strategy, embedding scalable planning solutions and digital tools across Wealth Management to deepen client engagement. • Partner with sales, digital, and risk leaders to modernize platforms and accelerate innovation, integrating banking with investments and financial planning. • Deliver measurable growth through client acquisition, retention, and expansion by aligning PNC’s wealth platform with evolving client needs and market trends. • Act as President of the PNC Financial Services Insurance Agency - PNC Insurance Services, LLC.
Education
Penn State University
B.S., Finance
Skills
- Wealth Management
- Investment Advisory
- Convertible Bonds
- Product Management
- Asset Allocation
- Mutual Funds
- Real Estate Private Equity
- Broker-Dealer
- Money Market Funds
- Retirement Income Strategies
- Preferred Stock
- Structured Products
- Unified Managed Accounts
- Capital Markets
- Equities
- Unit Investment Trusts
- Investment Research
- Product Development
- College Education Planning
- Investments
- Due Diligence
- Hedge Funds
- Life Insurance
- Options
- Equity Indexed Annuities
- Fixed Annuities
- Syndicate
- Alternative Investments
- Private Equity
- Estate Planning
- Pricing Strategy
- Indexed Annuities
- Variable Annuities
- Retirement Planning
- College Savings Plans
- Fixed Income Analysis
- Strategic Planning
- Etfs
- Trading
- Municipal Bonds
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