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

 

Multi-Asset Class Monthly Market Review - June 2020

Multi-Asset Class Monthly Market Review - June 2020

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Fixed Income Monthly Market Review - June 2020

Fixed Income Monthly Market Review - June 2020

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PFM Q&A | The Current State of the Asset-Backed Securities Market

We conducted the following Q&A session with James Sims, CFA to answer some timely questions about the asset-backed securities space.

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Meet Our People

Name
Position
Location
Ronald Chea, CFA
215.557.1253
Senior Research Analyst
Philadelphia
Jackie Berry
407.723.5929
GIS and Research Analyst
Orlando East (fka Fishkind and Associates)
Mudra Patel
415.393.7258
Senior Managing Consultant
San Francisco
Steven Schriever, ChFC, CLU
407.723.5942
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Joan Evans
307.287.1514
Senior Marketing Representative
Cheyenne
Brooke Pierce
215.567.6100
Swap Accounting Coordinator
Philadelphia
Natalie Szymanski
215.557.1472
Senior Research Analyst
Philadelphia
Anne Wuollet
612.371.3723
Senior Managing Consultant
Minneapolis
Vivian Carvalho
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Jane Gaarlandt
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Heather Casperson
612.371.3753
Senior Managing Consultant
Minneapolis
Alex Theissen
617.508.5646
Senior Managing Consultant
Boston
Stanley Geberer
407.723.5900
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Marie Nasevich, CFP
215.557.1229
Senior Account Coordinator
Philadelphia
Nick Yatsula
901.466.4557
Senior Managing Consultant
Memphis
Elise Lomel
404.410.2227
Senior Managing Consultant
Atlanta
Chuck Upcraft
612.371.3731
Senior Managing Consultant
Minneapolis
Darren Weimer
407.723.5900
Senior Engineer
Orlando East (fka Fishkind and Associates)
Hank Fishkind, Ph.D.
407.723.5900
Director
Orlando East (fka Fishkind and Associates)
Christopher Rekawek, CFA
717.213.3811
Senior Managing Consultant
Harrisburg
Joshua Gawel
215.557.1461
Senior Managing Consultant
Philadelphia
Amy Otten
Client Services Senior Analyst
Philadelphia
Kristina F. Powell
646.561.1723
Senior Managing Consultant
New York
Venessa Ripoll
407.723.5900
Assistant District Manager
Orlando East (fka Fishkind and Associates)
Samantha Myers
609.800.2984
Senior Managing Consultant
Princeton
Matt Hanigan
312.523.2430
Senior Managing Consultant
Chicago
Amy Schlesinger
215.557.1467
Campus Recruiting Specialist
Philadelphia
Lila Berry
646.561.0722
Senior Managing Consultant
New York
Lesley Allison
407.406.5753
Senior Managing Consultant
Orlando
Tamara Kemmler
412.439.8431
Senior Marketing Representative
Harrisburg
Amanda Lane
407.723.5900
Assistant Chief District Accountant
Jennifer Glasgow
407.723.5900
Chief District Accountant
Orlando East (fka Fishkind and Associates)
Marcie Lewis, CIMA
256.419.2911
Senior Managing Consultant
Huntsville
Nick Jones
415.982.5544
Senior Managing Consultant
San Francisco
Nicholas Groff
717.213.3815
Senior Portfolio Accountant
Harrisburg
Danielle Scott
504.930.7690
Senior Managing Consultant
New Orleans
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