Pierre Vogelbacher, J.D., LL.M., C.E.P.A.
wealth strategy & fiduciary regional manager at pnc private bank hawthorn@ PNC
Orlando, Florida, United States
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Pierre Vogelbacher, J.D., LL.M., C.E.P.A. is the Wealth Strategy Regional Manager for PNC Private Bank in the Northeast, MidAtlantic, and Southeast Regions. With over 23 years of experience, Pierre specializes in handling complex trust and estates, tax and wealth planning issues for high-net-worth and UHNW clients. He holds a JD and LL.M. in Taxation and admission to the Florida Bar and is also a Certified Exit Planning Advisor (CEPA). Pierre oversees the wealth strategy client experience, the wealth strategy process, and business development activities in his regions. Prior to joining PNC, he practiced trust & estates and tax
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Emails and Phone Numbers

@pnc.com
+1 412762****
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About

Pierre is the Wealth Strategy Regional Manager for PNC Private Bank in the Northeast, MidAtlantic and Southeast Regions. He has expertise in handling complex trust and estates, tax and wealth planning issues for high-net-worth and UHNW clients. Having earned a JD and LL.M. In Taxation and admission to the Florida Bar, and more recently the Certified Exit Planning Advisor (CEPA) designation, he works with a team of PNC specialists in investment management, personal trust and banking services to help such clients achieve their financial objectives, partnering with outside legal and tax counsel. As a Wealth Strategy Regional Manager he oversees the wealth strategy client experience, the wealth strategy process and business development activities in his regions. He focuses on his team’s relationships with clients and business partners and manages the execution of group project activities of the Wealth Strategy Group. Prior to joining PNC, Pierre practiced trust & estates and tax law with Harper, Kynes, Geller, Greenleaf, Frayman & Vogelbacher, P.A. In Clearwater, Florida, where he worked with high-net-worth families, individuals, and business owners in structuring and implementing estate planning and business planning designed to reduce Federal income, estate, generation-skipping, and gift taxes.

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Work Experience

300 5th Ave, Pittsburgh, Pennsylvania, US

Financial Services

67323
Phone
+1 4127622000
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Pierre Vogelbacher, J.D., LL.M., C.E.P.A.'s Professional Milestones

  • Wealth Strategy Market Manager (2018-01-01~2021-12-01): Secured strategic placements and targeted targeting, driving revenue growth and strengthening market positioning.
  • wealth strategy & fiduciary regional manager at pnc private bank hawthorn (2011-02-01~2018-01-01): Building a robust financial strategy to drive investment and ensure financial stability for clients.
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Education

University of Miami School of Law
University of Miami School of Law

Masters Of Laws In Taxation

1999-2000
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