Helen Klebe

Senior Managing Consultant
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

klebeh@pfm.com
717.213.3835 office

Specialties
Asset Management

Education
B.S. in Criminal Justice
with a minor in Economics
Rutgers University

Started with PFM: 2007

Started in the Field: 1999

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Helen Klebe joined PFM’s asset management business as team leader for the accounting pool team in 2007, where she and her team of accountants reconcile funds for 14 pool programs and the registered investment company. Their daily tasks include processing shareholder transactions, trades, and income payments; updating security information; evaluating yields and portfolio turnover; delivering WAM/WAL values; and processing liquidity requirements in an efficient way to meet specific investor deadlines daily.

Before joining PFM, Helen spent eight years in fund accounting and client relationship management at Bank of New York, two years of which she spent in London, serving on the JP Morgan relationship team.

 
Contact

213 Market Street
Harrisburg, PA 17101

klebeh@pfm.com
717.213.3835 office

Specialties
Asset Management

Education
B.S. in Criminal Justice
with a minor in Economics
Rutgers University

Started with PFM: 2007

Started in the Field: 1999

Print/Save as PDF

Download Vcard

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