Marty Margolis

Managing Director
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

margolism@pfm.com
717.231.6210 office

Specialties
Asset Management

Education
B.A. in History
University of Pennsylvania

Social Sciences Research Council Fellow
Harvard University

Professional Designations or Licenses
FINRA Series 6, 26, 52, 53 and 63 licenses

Started with PFM: 1978

Started in the Field: 1978

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In 1980, Marty Margolis founded the investment management business conducted by PFM and currently serves as chief investment officer. Marty oversees the development and implementation of client investment policies, as well as credit research and client portfolio management.

Marty is a leader in PFM’s effort to build a pension advisory and management business, and works closely with pension specialists across the firm. He also led the development of pooled investment programs for public agencies for more than 30 years, and has been involved in the development of state wide programs in Pennsylvania, California, Virginia, New Jersey, Florida, and Texas, as well as specialized pooled programs for the Government of the Virgin Islands and for the Massachusetts Development Finance Agency. Under his management, PFM has developed new technologies and approaches to structuring and bidding refunding escrows, along with programs to assist clients in structuring and pricing collateralized investment agreements, interest rate swaps, and other financial products for bond proceeds.

Marty has given many workshops and seminars on investment and debt management for government officials, and remains dedicated to serving public-sector and other institutional investors through his work at PFM.

 
Contact

213 Market Street
Harrisburg, PA 17101

margolism@pfm.com
717.231.6210 office

Specialties
Asset Management

Education
B.A. in History
University of Pennsylvania

Social Sciences Research Council Fellow
Harvard University

Professional Designations or Licenses
FINRA Series 6, 26, 52, 53 and 63 licenses

Started with PFM: 1978

Started in the Field: 1978

Print/Save as PDF

Download Vcard

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