FY
 

Fan Yam

Client Services Senior Analyst
PFM Asset Management LLC
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

yamf@pfm.com

Specialties
Asset Management

Education
BBA in Accounting and Finance
Temple University

Started with PFM: 2003

Started in the Field: 2000

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Fan Yam is a client services senior analyst on PFM’s Multi-Asset Class Management team. She works closely with investment consultants to aid in servicing client needs and serves as the day-to-day contact. She is responsible for performance reporting and helps with preparing client presentations. Fan supports a variety of client types including endowments, foundations, pension, OPEB trusts, and other institutional funds.

Prior to joining PFM in 2003, Fan worked at PFPC, Inc (a subsidiary of PNC Bank) as an investment accountant. Her role involved performing daily and monthly accounting operations, including preparing financial statements for assigned mutual funds. She later joined the company’s corporate action research team, specializing in corporate action research including various accounting, tax, and report analysis. 

FY
 
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

yamf@pfm.com

Specialties
Asset Management

Education
BBA in Accounting and Finance
Temple University

Started with PFM: 2003

Started in the Field: 2000

Print/Save as PDF

Download Vcard

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