John D. Culbertson, CFA

John D. Culbertson, CFA

John D. Culbertson is an Affiliate Expert with Bates Group, based in Pennsylvania. Since retiring as senior portfolio manager PNC Bank in 2004, Mr. Culbertson uses his 30-plus years of CFA experience as an expert witness, providing testimony on the suitability of investment portfolios for individual and charitable purposes.


John D. Culbertson, CFA

A Consultant and subject matter expert in these services:



PNC AdvisorsInvestment Research Analyst, Personal Trusts and Estates, Portfolio Manager, Charitable & Endowment Trust Department, Senior Portfolio Manager, Administrative Officer, 1970-2004


Corporate Fiduciaries Association of Western Pennsylvania, President

Pittsburgh Society of Financial Analysts, President, 1991

CFA Institute (formerly AIMR), Eastern Regional Director, 1997-1999

Disciplinary Review Committee – CFA Institute, Member, 2000 - 2006


Cornell University, Ithaca, NY, MBA, Marketing & Finance

Hobart College, Geneva, NY, BA, European History & Far Eastern Studies