Asset Management

PFM provides portfolio management and investment advice for non-profits, charitable institutions and other institutional clients. We have a strong history of providing flexible solutions across both fixed income and multi asset class portfolios. Our discretionary assets under management have grown from $1 billion in 1986 to $113.1 billion as of December 31, 2019 and we currently have $40 billion in non-discretionary assets under advisement. 

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Relevant Articles

 

PFM Perspectives Podcast | A Conversation on ESG Investing for a Changing World

Listen in as we discuss the increasing interest in ESG investments that create a positive impact on society and align with investor values.

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PFM Q&A | Current Thinking on the Pandemic and a Range of Topical Economic Issues

We conducted a Q&A session with Biagio Manieri to discuss the firm’s views on the potentially long-lasting effects of the ongoing pandemic.

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InvestEd | Outsourced Chief Investment Officer Trends and Best Practices

The ideas and steps outlined serve as a baseline to help institutional investors assess either their current or future OCIO provider.

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Meet Our People

Name
Position
Location
Samantha Myers
609.800.2984
Senior Managing Consultant
Princeton
Nick Yatsula
901.466.4557
Senior Managing Consultant
Memphis
Stanley Geberer
407.723.5900
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Chuck Upcraft
612.371.3731
Senior Managing Consultant
Minneapolis
Kristina F. Powell
646.561.1723
Senior Managing Consultant
New York
Nicholas Groff
717.213.3815
Senior Portfolio Accountant
Harrisburg
Jennifer Glasgow
407.723.5900
Chief District Accountant
Orlando East (fka Fishkind and Associates)
Anne Wuollet
612.371.3723
Senior Managing Consultant
Minneapolis
Amy Otten
Client Services Senior Analyst
Philadelphia
Lila Berry
646.561.0722
Senior Managing Consultant
New York
Vivian Carvalho
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Amanda Lane
407.723.5900
Assistant Chief District Accountant
Christopher Rekawek, CFA
717.213.3811
Senior Managing Consultant
Harrisburg
Joan Evans
307.287.1514
Senior Marketing Representative
Cheyenne
Darren Weimer
407.723.5900
Senior Engineer
Orlando East (fka Fishkind and Associates)
Heather Casperson
612.371.3753
Senior Managing Consultant
Minneapolis
Joshua Gawel
215.557.1461
Senior Managing Consultant
Philadelphia
Alex Theissen
617.508.5646
Senior Managing Consultant
Boston
Danielle Scott
504.930.7690
Senior Managing Consultant
New Orleans
Venessa Ripoll
407.723.5900
Assistant District Manager
Orlando East (fka Fishkind and Associates)
Marie Nasevich, CFP
215.557.1229
Senior Account Coordinator
Philadelphia
Tamara Kemmler
412.439.8431
Senior Marketing Representative
Harrisburg
Elise Lomel
404.410.2227
Senior Managing Consultant
Atlanta
Nick Jones
415.982.5544
Senior Managing Consultant
San Francisco
Mudra Patel
415.393.7258
Senior Managing Consultant
San Francisco
Brooke Pierce
215.567.6100
Swap Accounting Coordinator
Philadelphia
Jane Gaarlandt
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Hank Fishkind, Ph.D.
407.723.5900
Director
Orlando East (fka Fishkind and Associates)
Lesley Allison
407.406.5753
Senior Managing Consultant
Orlando
Steven Schriever, ChFC, CLU
407.723.5942
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Jackie Berry
407.723.5929
GIS and Research Analyst
Orlando East (fka Fishkind and Associates)
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