Edward Polansky

Senior Managing Consultant
PFM Asset Management LLC
Contact

One Keystone Plaza
Suite 300
N. Front & Market Streets
Harrisburg, PA 17101

polanskye@pfm.com
717.213.3872 office

Specialties
Asset Management

State & Local Governments, K-12 Schools

Education
B.S. in Business
Rider University

MBA
Pennsylvania State University

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Chartered Retirement Planning Counselor (CRPC)

Started with PFM: 2013

Started in the Field: 1995

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Edward Polansky joined PFM in 2013 and is a key account manager for PFM’s Client Services Group, where he provides customer service in everyday functions such as onboarding and new client administration. He serves as a client advocate, providing a "high touch, high value" experience, whatever the client’s needs may be.

Prior to joining PFM, Ed worked at Vanguard for 16 years, most recently serving as a client relationship manager where he managed a personal "book of business" of institutional clients. Ed was responsible for building relationships with key decision makers in the effort to design the best retirement plan possible and to promote usage amongst the firm’s employees. Additionally, he met with current and prospective clients to introduce investment products and to review investment performance.

 
Contact

One Keystone Plaza
Suite 300
N. Front & Market Streets
Harrisburg, PA 17101

polanskye@pfm.com
717.213.3872 office

Specialties
Asset Management

State & Local Governments, K-12 Schools

Education
B.S. in Business
Rider University

MBA
Pennsylvania State University

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Chartered Retirement Planning Counselor (CRPC)

Started with PFM: 2013

Started in the Field: 1995

Print/Save as PDF

Download Vcard

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