Nancy Jones
Managing Director

Email:

jonesn@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

Nancy Jones joined PFM in January 1989. A Managing Director in our San Francisco office, Ms. Jones is responsible for investment advisory services in the western states.

Ms. Jones is the client liaison for all municipal investment portfolios in California. She works with each client to develop a customized investment policy that meets the particular needs of that agency. She has conducted numerous workshops and seminars for clients' staff and board members on such subjects as investments permitted in California, developing investment policies and internal controls, and oversight to ensure safety of principal invested. She is invited frequently to make presentations to annual conferences for public agencies' financial officials.

She is a member of the State of California's Debt and Investment Advisory Commission's Technical Advisory Committee and the San Francisco Mayor's Fiscal Advisory Committee. She is invited frequently to make presentations at city council and board of supervisors meetings and at industry conferences.

Ms. Jones is a Phi Beta Kappa graduate of the University of California, Berkeley