AO
 

Amy Otten

Client Services Senior Analyst
PFM Asset Management LLC
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

ottena@pfm.com

Specialties
Asset Management

Education
B.S. in Education
West Chester University

Started with PFM: 2007

Started in the Field: 2005

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Amy joined PFM in April 2007 as a member of the Multi-Asset Class business. As a client services senior analyst, she serves as the day-to-day contact and provides monthly and quarterly performance reporting for pension, endowment/foundation, Taft-Hartley and other institutional clients. She is responsible for communicating portfolio changes or alerts and assists with any general questions that arise. Amy will also interact with third parties such as custodians, actuaries and auditors as needed on behalf of the plan(s). She serves as a client advocate by providing a “high touch, high value” experience to address client needs.
AO
 
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

ottena@pfm.com

Specialties
Asset Management

Education
B.S. in Education
West Chester University

Started with PFM: 2007

Started in the Field: 2005

Print/Save as PDF

Download Vcard

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