Carlos Oblites
Senior Managing Consultant
- Email:
- oblitesc@pfm.com
- Business Specialty:
- Asset Management
- Office:
-
San Francisco
50 California Street
Suite 2300
San Francisco, CA 94111
Phone: 415-982-5544
Fax: 415-982-4513
Mr. Oblites joined the California and Other Western States group as a Senior Managing Consultant in 2007, and works in PFM's San Francisco office.
Prior to joining PFM, Mr. Oblites was a principal and relationship manager at Wells Capital Management for over 10 years. In that capacity, Mr. Oblites managed institutional client relationships for a variety of clients, including public and private corporations, public agencies, foundations, non-profits, and hospitals. Mr. Oblites' responsibilities included providing investment advisory, coordinating client communications, developing investment policies, and monitoring guideline and strategy implementation. In addition, he coordinated and presented formal client portfolio reviews and prepared proposals for sales efforts.
Prior to Wells Capital Management, Mr. Oblites worked as a marketing/research consultant with Wells Fargo Bank and as teacher for the Long Beach Unified School District.
Mr. Oblites holds a bachelor's degree in history from the University of California, Santa Barbara, and he earned a master's degree in business administration from San Francisco State University