Practical analysis for investment professionals

Taylor Wagner

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Taylor Wagner is a product manager for defined contribution retirement solutions with PNC Institutional Asset Management®. In this role she helps drive PNC IAM’s efforts to provide 3(21) investment advisory, 3(38) investment management, financial wellness, and employee education services for defined contribution plans. Wagner graduated with a bachelor's of science in marketing from Boston College and with a master's of business administration in finance from The University of Pittsburgh, Katz Graduate School of Business. She holds the Accredited Investment Fiduciary® (AIF) designation as well as the FINRA Series 7 and 66 licenses.

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DC Plan Sponsors: Seven Priorities for 2023

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