Richard D. Babbe

Senior Managing Consultant
PFM Asset Management LLC
Contact

50 California Street
Suite 2300
San Francisco, CA 94111

babber@pfm.com
214.705.0274 office
949.230.6896 cell

Specialties
Asset Management

State & Local Governments

Education
B.A. in Architecture
University of California, Berkeley

MBA in Business Administration
Anderson Graduate School of Management

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

AFP Certified Cash Manager

Started with PFM: 1999

Started in the Field: 1989

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Richard is a senior managing consultant with PFM’s asset management business in the California investment advisory group. He joined the firm in 1999 and serves as a project manager for our California clients. His responsibilities include serving as a liaison between clients and the trading room, as well as coordinating information about liquidity needs, new funds available for investment and general client needs. He works closely with clients to formulate and implement a customized investment strategy designed to meet their specific investment objectives. He also conducts training sessions for industry groups and clients regarding investment fundamentals and investment management techniques.

Prior to joining PFM, Richard worked in government banking and public finance with Wells Fargo Bank, First Interstate Bank and Connell and Associates.
 
Contact

50 California Street
Suite 2300
San Francisco, CA 94111

babber@pfm.com
214.705.0274 office
949.230.6896 cell

Specialties
Asset Management

State & Local Governments

Education
B.A. in Architecture
University of California, Berkeley

MBA in Business Administration
Anderson Graduate School of Management

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

AFP Certified Cash Manager

Started with PFM: 1999

Started in the Field: 1989

Print/Save as PDF

Download Vcard

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