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Dakota Live! Call

Group 29829

Dakota Live! Call 280

May 15, 2026

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11:00 a.m. EST Call 2:00 p.m. EST Call
Group 29845

280

On Dakota Live! 280

Scott Lavelle, Managing Director, Head of Investment Advisor Research at PNC Bank

Cover all institutional accounts in the Washington DC Metro Area

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Key Account Highlights Callan

San Francisco

Callan Associates operates as a Consultant with a specialization as a DC Consultant. The firm is headquartered at 1 Bush Street Suite 700, San Francisco, CA, and serves the San Francisco metro area. Founded in 1973 as an employee-owned investment consulting firm, Callan empowers institutional investors by providing customized investment solutions supported by proprietary research, exclusive data, and ongoing education.

Callan manages an AUM of $3 trillion. Its platform includes Fund Sponsor Consulting, serving defined benefit and contribution plans, endowments, and foundations, alongside the Independent Advisor Group and Institutional Consulting Group. The firm is active in alternative investments across real assets, real estate, private equity, hedge funds, and multi-asset solutions. Callan also operates a discretionary OCIO group and a dedicated alternative investment review committee. The Callan Connects program engages emerging and diverse asset managers, with over $27 billion invested in these firms. The firm follows a rigorous five-step research process to ensure performance predictability and client-specific recommendations.

 

Allocator Interview Highlights

Scott Lavelle
Managing Director, Head of Investment Advisor Research at PNC Bank

Scott Lavelle is Managing Director and Head of Investment Advisor Research and Product Management at PNC Bank. Based in Philadelphia, Scott oversees the teams responsible for sourcing, vetting, and monitoring external investment managers across public and private markets, while also guiding how those strategies are structured and delivered to clients.

PNC Bank is one of the largest diversified financial institutions in the United States, with capabilities spanning retail banking, commercial and corporate services, and wealth and asset management. As of September 30, 2025, the firm reported approximately $440 billion in assets under administration, serving clients nationwide. Within that platform, Scott plays a central role in shaping an open architecture investment framework focused on fiduciary discipline and long-term outcomes.

His perspective is shaped by a career that spans the full investment ecosystem. He began as an equity trader in 1998 during the dot-com volatility, later served as a portfolio manager at Wells Fargo Wealth Management, and worked as an investment analyst at Sage Financial Group. Scott is a graduate of Boston College and holds the rare combination of CFA, FRM, and CAIA designations. His work includes advancing the active-passive coexistence framework, negotiating structural alpha through fees, and strategically using vehicles such as ETFs and collective investment trusts.

Scott Lavelle

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