Jason Palmer

Senior Managing Consultant
PFM Asset Management LLC
Contact

222 North LaSalle
Suite 910
Chicago, IL 60601

palmerj@pfm.com
312.523.2421 office

Specialties
Asset Management

State & Local Governments, Endowments & Foundations

Education
B.S. in Finance
University of Illinois at Urbana-Champaign

MBA
University of Chicago

Professional Designations or Licenses
FINRA Series 6 and 63 licenses

Started with PFM: 2015

Started in the Field: 2003

Print/Save as PDF

Download Vcard

Jason Palmer is the multi-asset class strategist for the Midwest region and is based in PFM’s Chicago office. He is also a member of PFM’s Endowments & Foundations Practice where he helps to lead our national marketing and research efforts.

In this role, he updates clients and prospective clients on the multi-asset class management team’s investment views, portfolio positioning, and investment performance. He is also a frequent speaker at various industry conferences and has authored investment-related articles for non-profit organizations.

Jason brings an extensive institutional investment background with experience to PFM. Most recently, Jason worked at the Blue Cross and Blue Shield Association (BCBSA) in Chicago, where he helped manage outsourced investment strategies for many of the BCBSA healthcare plans across the United States. The program held close to $10 billion in defined benefit and defined contribution assets and impacted over 60,000 employees nationwide. Prior to joining BCBSA, Jason was an investment consultant with Mercer Investment Consulting. In this role he serviced many large institutional clients including public, corporate and healthcare clients in the Midwest region. He also previously held the position of portfolio manager, where he managed nearly $400 million in client assets.

Jason is currently a board member of the Associated Colleges of Illinois which works to support independent liberal arts and sciences education and helping underserved students across the state. 

 
Contact

222 North LaSalle
Suite 910
Chicago, IL 60601

palmerj@pfm.com
312.523.2421 office

Specialties
Asset Management

State & Local Governments, Endowments & Foundations

Education
B.S. in Finance
University of Illinois at Urbana-Champaign

MBA
University of Chicago

Professional Designations or Licenses
FINRA Series 6 and 63 licenses

Started with PFM: 2015

Started in the Field: 2003

Print/Save as PDF

Download Vcard

People

Search the PFM Directory

 
Search