Karen Magness

Director of Client Relations
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

magnessk@pfm.com
717.213.3884 office

Specialties
Asset Management

State & Local Governments

Education
B.A. in Economics
University of Maryland, Baltimore County

Professional Designations or Licenses
FINRA Series 7, 24 and 63 Licenses

Started with PFM: 2018

Started in the Field: 1987

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Karen Magness joined PFM in 2018 and is the director of client relations for the Harrisburg office. Karen provides leadership in the client services group and works with the group’s key account managers, client consultants and client service representatives to provide client service and advocacy to PFM’s asset management clients.

Before joining PFM, Karen served in Morgan Stanley’s Institutional Securities Group – Fixed Income Product Operations. Her responsibilities included oversight for certain regulatory reporting and managing the overseas vendor team. Karen spent most of her career at an asset management firm and held roles in fund accounting, investment operations, and distribution. As part of the distribution group, she managed the firm’s sub-advisory services and the client service team responsible for supporting home office relationships for the firm’s financial intermediary clients.

 
Contact

213 Market Street
Harrisburg, PA 17101

magnessk@pfm.com
717.213.3884 office

Specialties
Asset Management

State & Local Governments

Education
B.A. in Economics
University of Maryland, Baltimore County

Professional Designations or Licenses
FINRA Series 7, 24 and 63 Licenses

Started with PFM: 2018

Started in the Field: 1987

Print/Save as PDF

Download Vcard

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