Summary
Overview
Work History
Education
Skills
Timeline
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Reed Cantor

Pittsburgh

Summary

Seasoned High Net Worth Representative with comprehensive understanding of wealth management principles and strategies. Background includes advising high net worth individuals on investment opportunities, lending strategies, financial planning, and risk mitigation. Strengths lie in building deep relationships, client retention, and providing tailored solutions to meet specific financial goals. Previous roles have consistently resulted in satisfied clients who trust and value advice given.

Overview

16
16
years of professional experience
4
4
years of post-secondary education

Work History

Senior Financial Advisor

Henderson Brothers Financial Partners
Pittsburgh
03.2025 - Current
  • Build & develop my book of business from zero to $145 million in assets under. management of high net worth relationships
  • Establish and grow COI relationships locally to help build my book of business.
  • Advise clients on investment strategies, tax, estate, next generation & financial planning options

Executive Director, Single Coverage Banker

J.P. Morgan Private Bank
Pittsburgh
01.2025 - 01.2025
  • Brought in $300 million in new AUM & $140 million in loan & deposits via 10 clients.
  • Collaborated with teams to develop tailored financial solutions for clients.

Senior Vice President, Senior Banking Officer

PNC Private Bank
Pittsburgh
09.2010 - 12.2024
  • Led the Pittsburgh as the top banking advisor for 11 consecutive years, growing a lending portfolio to over $800 million in loans and deposits.
  • Managed relationships of $550 million in assets under management and coordinated efforts internally to establish & continuously improve clients investment management, estate planning, & financial plans.

Education

Bachelor of Science - Business

University of Pittsburgh
Pittsburgh, PA
08.2006 - 05.2010

Skills

  • Portfolio management
  • Investment strategies
  • Financial analysis
  • Risk assessment
  • Estate planning
  • Alternative investments
  • Real estate investments
  • Financial software
  • Wealth management
  • Investment management

Timeline

Senior Financial Advisor

Henderson Brothers Financial Partners
03.2025 - Current

Executive Director, Single Coverage Banker

J.P. Morgan Private Bank
01.2025 - 01.2025

Senior Vice President, Senior Banking Officer

PNC Private Bank
09.2010 - 12.2024

Bachelor of Science - Business

University of Pittsburgh
08.2006 - 05.2010
Reed Cantor