Andrea Vlad Joins PFM in Denver to Represent CO Statewide Investment Pool

DENVER – October 11, 2017: Andrea Vlad has joined PFM’s Denver office as Senior Marketing Representative. Her main focus at the outset (after acquiring the requisite licensing), will be educating government finance officers on the benefits of investing in the Colorado Statewide Investment Pool (CSIP), for which PFM serves as Investment Adviser.

“The PFM culture appealed to me,” Ms. Vlad said in explaining why she accepted the position. “I really appreciate that there’s a lot of diversity in the company. I also thought the firm would be a good fit for me because it’s very supportive of its employees and attentive to their career goals.”

Ms. Vlad spent the past three years as an analyst for Stifel Financial Corp., also located in Denver, specializing in helping local governments with bond transactions. Although she is now dealing with an investment pool rather than with bonds, her experience in working with governments translates well for this new role.

“Andrea brings a wealth of experience and knowledge of government financial issues,” said PFM Managing Director Chris Blackwood. “Her expertise and ability to communicate investment solutions will help Colorado local governments align their cash flow and investment needs.”

With two portfolio options (Liquid and Term) CSIP provides municipalities, school districts, counties, special districts and public authorities an investment pool that is designed to help them maximize interest earnings of short-term investments. 

“CSIP provides local governments throughout the state an opportunity to invest in a highly rated and diversified investment pool. A key benefit of CSIP is that it offers a Term portfolio in which participants can select maturity dates ranging from 60 days to a year. This will allow governments to lock in interest earnings for known expenditures such as payroll and debt service and can also be financially beneficial for core cash balances and reserve funds,” Mr. Blackwood said.

Ms. Vlad holds Bachelor of Science degrees in Management and Marketing from Metropolitan State University in Denver. She can be reached at vlada@pfm.com.

About PFM
At PFM, asset managers, financial advisors and consultants partner with clients to transform their world. We combine superior financial advice, disciplined management and ingenuity to build, power, move and educate.

PFM is the marketing name for a group of affiliated companies providing a range of services. All services are provided through separate agreements with each company. This material is for general information purposes only and is not intended to provide specific advice or a specific recommendation.

For more information regarding PFM’s services or entities, please visit www.pfm.com. For important disclosure information please, visit www.pfm.com/disclosures.

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