Joseph Creason, CFA

Director/Senior Portfolio Manager
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

creasonj@pfm.com
717.231.6217 office

Specialties
Asset Management

State & Local Governments

Education
B.A. in Finance
Shippensburg University

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

Started with PFM: 2001

Started in the Field: 2001

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Joseph Creason joined PFM in 2000 and is based out of the Harrisburg office. He supports the firm’s trading desk. His responsibilities involve managing fixed-income assets and developing customized strategies for client operating funds and bond proceeds accounts. He focuses on the firm’s total return clients and has expertise in the government investment codes for various states.

Joe is the firm’s lead analyst for callable federal agency securities and is on the Fixed-Income Credit Committee. He is also actively involved in developing and implementing portfolio strategies across the firm’s actively managed separate accounts. In addition to his work managing separate accounts, Joe develops and executes escrow transactions for PFM’s Structured Products Group.

 
Contact

213 Market Street
Harrisburg, PA 17101

creasonj@pfm.com
717.231.6217 office

Specialties
Asset Management

State & Local Governments

Education
B.A. in Finance
Shippensburg University

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

Started with PFM: 2001

Started in the Field: 2001

Print/Save as PDF

Download Vcard

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