Dakota Live! Call #91

Copy of Untitled-2

August 13, 2021

Our guest speaker: Steven Bower, J.P. Morgan

Steven J. Bower, CFA 

In his current role as Global Director of Fixed Income & Multi-Asset Manager Solutions in the Manager Solutions Team, Steven manages a team of research professionals responsible for the selection and on-going supervision of both external and affiliated investment solutions used in client portfolios within Global Wealth Management. Members of his team span New York, London, and Mumbai. He is a member of the Wealth Management Americas Investment Counsel.

Dakota will present a detailed profile on PNC Bank and Boston institutional investors

Key highlights we will cover on PNC Bank:

  1. We will discuss the key platforms and divisions within PNC and how to access each.
  2. We will define the opportunities to win at PNC.
  3. We will describe the structure of the PNC Investment Advisor Research team.
  4. We will share recent developments important for you to know when approaching PNC.

Featured on Dakota Live! Call #91:

  • Interview: Steven J. Bower, J.P. Morgan
  • Metro area profiled: Boston
  • Dakota's call notes from the week

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