Mark Lozina

Director of Research - Fxd Inc at

PNC Capital Advisors LLC

Consumer Services

Finance

Profile

Mr. Mark A. Lozina, CFA MBA, is a Senior Portfolio Manager at PNC Capital Advisors LLC.
He is responsible for short duration strategies and is also the head of structured product research.
He has over 30 years of industry experience.
Prior to joining the firm, Mr. Lozina was with National City Corporation's Equity Sponsor Group, involved with senior debt lending for equity buyouts.
He earned a Bachelor of Science degree from the State University of New York at Geneseo and an MBA from the University of Rochester.
He is a CFA charterholder.

Mark Lozina active positions

Companies	Position	Start
PNC Capital Advisors LLC PNC Capital Advisors LLC Investment ManagersFinance PCA believes its disciplined, risk-focused approach helps enable consistent client outcomes while allowing for flexibility across mandates to address client-specific objectives. The three key components of their approach to asset management are: (1) client-centered orientation, (2) risk focus, and an (3) integrated team approach. They also provide custom fixed income management capabilities, based upon a client’s specific investment policies, permissible investments, and other portfolio management parameters.	Director of Research - Fxd Inc	29/09/2009

All active positions of Mark Lozina

Former positions of Mark Lozina

Companies	Position	End
Allegiant Asset Management Co. Allegiant Asset Management Co. Investment ManagersFinance AAM is organized around nine investment style teams. While subscribing to a common overall investment philosophy of portfolio style diversification and a common top-down economic outlook, each team functions with an investment boutique orientation, supporting research, portfolio management and portfolio construction processes unique to its specialized investment style. Each investment style team consists of portfolio managers, analysts and administrative support personnel. There are seven equity investment style teams, reflecting the specializations of large/mid/small-cap growth, large/small-cap value, the S&P 500 index and international securities. Two fixed-income teams are organized around taxable and tax-exempt fixed-income management. The fixed income teams consist of specialists in treasury/agency, corporate, mortgage, asset backed and municipal securities, as well as a credit analysis staff. The fixed-income team supports the investment styles of aggregate, intermediate government/corporate, intermediate tax exempt, GNMA, 1-3 year government/corporate and short duration/liquidity securities.	Analyst-Fixed Income	29/09/2009

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Linked companies

Private companies	4
Rochester Christian University Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Allegiant Asset Management Co. Allegiant Asset Management Co. Investment ManagersFinance AAM is organized around nine investment style teams. While subscribing to a common overall investment philosophy of portfolio style diversification and a common top-down economic outlook, each team functions with an investment boutique orientation, supporting research, portfolio management and portfolio construction processes unique to its specialized investment style. Each investment style team consists of portfolio managers, analysts and administrative support personnel. There are seven equity investment style teams, reflecting the specializations of large/mid/small-cap growth, large/small-cap value, the S&P 500 index and international securities. Two fixed-income teams are organized around taxable and tax-exempt fixed-income management. The fixed income teams consist of specialists in treasury/agency, corporate, mortgage, asset backed and municipal securities, as well as a credit analysis staff. The fixed-income team supports the investment styles of aggregate, intermediate government/corporate, intermediate tax exempt, GNMA, 1-3 year government/corporate and short duration/liquidity securities.	Finance
The State University of New York The State University of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
PNC Capital Advisors LLC PNC Capital Advisors LLC Investment ManagersFinance PCA believes its disciplined, risk-focused approach helps enable consistent client outcomes while allowing for flexibility across mandates to address client-specific objectives. The three key components of their approach to asset management are: (1) client-centered orientation, (2) risk focus, and an (3) integrated team approach. They also provide custom fixed income management capabilities, based upon a client’s specific investment policies, permissible investments, and other portfolio management parameters.	Finance