Lauren has been with PFM since 1995 and currently serves as a client liaison for selected clients in the Western region. She coordinates client services, presents investment reports, and works with clients to develop a customized investment policy designed to meet their particular needs. She has conducted workshops and seminars for clients’ staff and board members on subjects including permitted investments, developing investment policies and internal controls and oversight to seek safety of principal invested.
Lauren assists clients with the development and implementation of a long-term strategy for their investment programs beginnings with a thorough review of the client’s investment policy and risk tolerances, followed by an extensive look at the client’s historical and future cash flow needs. She is responsible for helping to ensure that each client’s liquidity needs are being met, the funds are being invested appropriately and the portfolio is generating strong results relative to established benchmarks. She typically meets with her clients once a quarter to review recent market events and to provide a portfolio update.
Lauren is a member of the California Association of County Treasurers and Tax Collectors, the California Municipal Treasurers Association, the California Society of Municipal Finance Officers, and the California Association of Joint Powers Authorities.