Jack Wilhelm

Senior Managing Consultant
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

wilhelmj@pfm.com
717.213.3841 office

Specialties
Asset Management

Education
B.A. in Mathematical Economics
Temple University

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Started with PFM: 2009

Started in the Field: 2007

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Jack joined PFM’s asset management business in 2009 and is a senior managing consultant in the Portfolio Strategies Group. He analyzes and develops investment strategies for current clients and prospects, supports PFM’s asset management efforts across the country, assists in the creation of customized portfolios designed to meet specific cash flow needs and provides general analytical support to PFM’s trading desk.

Jack joined PFM as an investment analyst providing technical, analytical and marketing support for local government investment pools (LGIPs) and individual portfolio clients in the Northeast. His primary responsibilities included investment performance analysis, cash flow modeling, banking analysis, portfolio structuring and providing economic summaries and research.

Jack holds Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licenses.

 
Contact

213 Market Street
Harrisburg, PA 17101

wilhelmj@pfm.com
717.213.3841 office

Specialties
Asset Management

Education
B.A. in Mathematical Economics
Temple University

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Started with PFM: 2009

Started in the Field: 2007

Print/Save as PDF

Download Vcard

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