Practical analysis for investment professionals

Courtney Cervantes

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Courtney Cervantes is a senior retirement plan advisor with PNC Institutional Asset Management®. In this role, she serves as the owner of the client relationship and advises on investments, fiduciary process, participant engagement and provider benchmarking. She provides fiduciary compliance education and support and keeps clients abreast of industry and legislative changes. Cervantes brings more than 16 years of institutional consulting experience with institutional consulting experience with defined benefit and defined contribution plan sponsors on all aspects of their investment programs, including investment manager structure, manager selection investment policy formulation, asset allocation strategy, and ongoing manager monitoring. Prior to joining PNC, she was a director at Willis Towers Watson, serving as a lead investment consultant for qualified retirement plans, including Fortune 100 and 500 companies. In her role, Cervantes helped to formalize a prudent monitoring process for the firm’s retirement plan clientele, including performance reporting, manager selection and ongoing monitoring, service provider collaboration, investment policy guidance, target-date fund glidepath suitability analysis, and plan benchmarking. Cervantes graduated with a bachelor's of business administration in finance from the University of Iowa. She is currently pursuing her master's of business administration from DePaul University in Chicago.

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