Allison Kaune

Senior Analyst
PFM Asset Management LLC
Contact

50 California Street
Suite 2300
San Francisco, CA 94111

kaunea@pfm.com
415.982.5544 office

Specialties
Asset Management

State & Local Governments

Education
B.A. in American History
University of Iowa

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Started with PFM: 2006

Started in the Field: 2006

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Allison Kaune joined PFM in 2006 and works with public agency clients located throughout the western United States. Her responsibilities include serving as a liaison between clients and the portfolio management team, coordinating information about liquidity needs, and addressing general client needs. She also works with clients to develop and implement investment strategies for operating funds and bond proceeds, cash flow modeling, and investment policy evaluation.

Allison has spoken at municipal conferences and seminars for clients and board members, covering topics such as bond proceeds investment, building an investment program, permitted investments, development of investment policies and internal controls.

 
Contact

50 California Street
Suite 2300
San Francisco, CA 94111

kaunea@pfm.com
415.982.5544 office

Specialties
Asset Management

State & Local Governments

Education
B.A. in American History
University of Iowa

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Started with PFM: 2006

Started in the Field: 2006

Print/Save as PDF

Download Vcard

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