PITTSBURGH, Feb. 25, 2020 – Hawthorn, PNC Family Wealth®, announces the appointment of Joline Godfrey as senior vice president and managing director of Family Learning & Programming for the Hawthorn Institute for Family Success (Institute).
Launched at the end of 2019, the Institute offers a new suite of specialized services to help Hawthorn’s ultra-high net worth clients navigate the complexities of multi-generational wealth. In her new role, Godfrey will lead the development and delivery of products and services that pave the way for successful generational wealth transfer through a focus on family education and preparation.
“Adding an industry expert of Joline’s caliber to the Hawthorn team represents our continued commitment to developing the Institute for Family Success, said Nicole Perkins, executive vice president and managing executive of Hawthorn. “Joline’s experience and knowledge of the ultra-high net worth space is an invaluable asset we are pleased to offer exclusively to Hawthorn clients.”
Godfrey’s contributions will be felt immediately with the introduction of the Hawthorn Institute for Family Success Salons – a reinvention of the traditional networking experience for families of wealth. These salons bring together small groups of clients for facilitated conversation and best practice sharing. Godfrey also will focus on developing a practical learning experience delivered to Institute clients through workshops that deepen family skills and thinking about the nature of family success.
Godfrey is uniquely qualified to develop these capabilities on behalf of the Institute, given her prior experience as founder of educational platforms Independent Means and The Unexpected Table – two organizations focused on providing ultra-high net worth families with tools for raising children in the midst of affluence.
In addition to her Masters of Social Work from Boston University and bachelor’s degree from the University of Maine, Godfrey holds an honorary degree in Business from Bentley College for her achievements in financial education.
“Hawthorn’s promise to clients’ is to help ease the complexities of wealth. We are uniquely positioned to do just that with Joline and Alexandre Monnier, president of the Institute, leading the charge for the Hawthorn Institute for Family Success,” said Perkins. “I am thrilled to offer our clients access to Joline’s ideas and expertise channeled through this expansion of our service offering.”
The PNC Financial Services Group, Inc. (NYSE: PNC) is one of the largest diversified financial services institutions in the United States, organized around its customers and communities for strong relationships and local delivery of retail and business banking including a full range of lending products; specialized services for corporations and government entities, including corporate banking, real estate finance and asset-based lending; wealth management and asset management. For information about PNC, visit www.pnc.com.
The PNC Financial Services Group, Inc. ("PNC") uses the marketing name Hawthorn, PNC Family Wealth® ("Hawthorn") to provide investment consulting and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds through its subsidiary, PNC Bank, National Association ("PNC Bank"), which is a Member FDIC, and to provide specific fiduciary and agency services through its subsidiary, PNC Delaware Trust Company or PNC Ohio Trust Company. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act ("Act"). Investment management and related products and services provided to a "municipal entity" or "obligated person" regarding "proceeds of municipal securities" (as such terms are defined in the Act) will be provided by PNC Capital Advisors, LLC, a wholly-owned subsidiary of PNC Bank and SEC registered investment adviser.
“Hawthorn, PNC Family Wealth” is a registered service mark of The PNC Financial Services Group, Inc.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value
CONTACT:
Britney Sage
(412) 762-8775
britney.sage@pnc.com
