Our clients benefit from our ability to provide a broad spectrum of services to suit all their financial needs.
We manage client-driven strategies built on our 30-year record of trust, independence and integrity.
PFM’s professional teams include experts in every major area of public finance.
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PFM serves the communities we live in, the schools our children attend, and the governments and non-profits institutions that serve our nation.
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PFM is the industry leader in virtually all segments of the municipal finance industry.
The greatest asset that PFM Group offers clients is the unparalleled expertise of our professionals. As a firm, we are distinguished by having highly experienced individuals who have specialized in serving the needs of municipal finance officers and institutional investors for many years.
On the Financial Advisory side, Public Financial Management, Inc. is staffed with individuals possessing intimate knowledge of their field of specialization, whether it be healthcare, higher education, transportation, school finance, or many other areas. At the same time, these individuals are supported by PFM's extensive resources in debt and credit structuring and management.
PFM Asset Management LLC clients are supported by an engagement team consisting of portfolio managers, trading assistants, consultants, analysts and client representatives.
All clients benefit from the coordinated efforts of an engagement team combining both local knowledge and experience and our deep resources nationwide. This team approach provides clients with close personal attention while leveraging PFM's broad reach in the industry.
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222 North LaSalle
Chicago, IL 60601
Danny Nelson joined PFM Asset Management LLC in 2002 and is currently a Senior Managing Consultant in the Midwest region asset management practice.
In his current capacity, Mr. Nelson manages client relationships for a variety of clients primarily located in Illinois, Michigan, and Minnesota. He assists municipal governments, school districts, and other public authorities with their cash flow analysis and their overall investment needs. His responsibilities also include providing a range of investment advisory and consulting services, developing investment policies, and monitoring guidelines and strategy implementation. In addition, Danny provides clients with training, technical, and analytical support with respect to their investment portfolios.
He is a graduate of Yale University where he earned a Bachelor of Arts degree in Economics. Danny is also a Financial Industry Regulatory Authority (“FINRA”) registered representative and holds Series 6 and 63 licenses.
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