Khalid Yasin, CHP, CIMA

Director
PFM Asset Management LLC
Contact

300 S. Orange Avenue
Suite 1170
Orlando, FL 32801

yasink@pfm.com
407.406.5755 office

Specialties
Asset Management

State & Local Governments, Charitable Institutions, Endowments & Foundations

Education
B.A. in International Political Economy
University of California at Berkeley

Professional Designations or Licenses
FINRA Series 6 and 63

Certified Hedge Fund Professional (CHP)

Certified Investment Management Analyst (CIMA)

Started with PFM: 2012

Started in the Field: 1995

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Khalid Yasin joined PFM’s asset management business in August 2012 as a senior managing consultant and multi-asset class portfolio strategist leading PFM’s outsourced chief investment officer (OCIO) services for the South region. His responsibilities include advising higher education and healthcare organizations, endowments, foundations, non-profits, public retirement systems, and other institutions in the region.

Prior to joining PFM, Khalid was portfolio manager at U.S. Trust, Bank of America’s private and institutional wealth management division, from 2006 to 2012, where he managed more than $1 billion in private and institutional client assets, including several university endowment and foundation portfolios. In that role, he also served on the bank’s Investment Strategy Committee, helping to provide guidance and oversight for a $370 billion multi-asset class investment management platform. In 2008, he led an effort to help grow relationships with some of the world’s largest sovereign wealth funds for bank affiliate Columbia Management Group. Prior to joining Bank of America, he co-founded a private equity and venture capital advisory firm based in Cairo, Egypt, where he advised deals ranging from $2 million to $250 million.

Khalid holds the Certified Hedge Fund Professional (CHP) and Certified Investment Management Analyst® ("CIMA®") designations, and is active with non-profit and charitable organizations.

 
Contact

300 S. Orange Avenue
Suite 1170
Orlando, FL 32801

yasink@pfm.com
407.406.5755 office

Specialties
Asset Management

State & Local Governments, Charitable Institutions, Endowments & Foundations

Education
B.A. in International Political Economy
University of California at Berkeley

Professional Designations or Licenses
FINRA Series 6 and 63

Certified Hedge Fund Professional (CHP)

Certified Investment Management Analyst (CIMA)

Started with PFM: 2012

Started in the Field: 1995

Print/Save as PDF

Download Vcard

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