Leslie Spencer joined PFM in 2010 and has a total of 29 years of experience in the securities industry. She works within the firm’s National Accounts Marketing Program for targeted clients in the asset management business. Specifically, she markets to and assists clients in achieving their financial goals by providing a thorough assessment of their investment objectives. In her role, Leslie interacts with groups across the firm such as Credit and Portfolio Management, Structured Products, Accounting, Administration and Compliance to help ensure clients have access to the full range of PFM’s high-quality services. Additionally, she maintains an ongoing relationship with clients by facilitating daily investment monitoring, quarterly reporting, and annual investment policy and strategy reviews.
Prior to joining PFM, Leslie served as vice president of Institutional Fixed Income for American Beacon Advisors for more than five years. Her primary responsibilities included new business development and client relations.
Leslie has had a focus on the public sector since 1993, when she served as vice president of public finance for the regional investment banking firm Ramirez & Co. Her tenure there spanned more than 11 years. Her experience also includes managing the portfolios of high-net-worth individuals for nearly five years.