Steven Alexander, CTP, CGFO, CPPT, CEC

Managing Director
PFM Asset Management LLC
Contact

300 S. Orange Avenue
Suite 1170
Orlando, FL 32801

alexanders@pfm.com
407.406.5750 office

Specialties
Specialized Services, Asset Management

State & Local Governments, K-12 Schools, Endowments & Foundations

Education
B.B.A. in Finance
Stetson University

B.S. in Accounting
Florida Southern College

Professional Designations or Licenses
FINRA Series 6 & 63 licenses
Certified Treasury Professional (CTP)
Certified Government Finance Officer (CGFO)
Certified Public Pension Trustee (CPPT)
Certified Executive Coach (CEC)

Started with PFM: 1996

Started in the Field: 1986

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Steven Alexander is a managing director in the Orlando office and is responsible for creating and co-directing PFM’s investment advisory and treasury management business in the South. He provides investment advisory services to a variety of organizations including local governments and nonprofits, as well as the multi-asset class investment management services. He established the Trusted Advisor Certificate Training Program, in conjunction with the Crummer Graduate School of Business Rollins College.

Currently, Steven serves on the Investment Policy Certification Committee for the Association of Public Treasurers of the United States, and has served as a Government Finance Officers Association (GFOA) Standing Advisor for the Treasury and Investment Management Committee. He is the vice chairman of the Stetson University Board of Trustees, and is a member of the Association of Governing Boards of Universities and Colleges. He served on the Board of Directors of the Advent Health Foundation Cardiovascular Institute, and currently serves on the Central Florida Coalition for the Homeless, Orlando Regional Chamber of Commerce and the Orlando Economic Partnership.

Steven is a member of the International Business Honor Society Beta Gamma Sigma and holds a mini-MBA from Rollins College Crummer Graduate School of Business. He completed the University of Notre Dame Mendoza College of Business Nonprofit Executive Management Program, Endowment Institute at Yale University’s School of Management, and Yale School of Management Executive Education Investment Management Theory and Practice.
 
Contact

300 S. Orange Avenue
Suite 1170
Orlando, FL 32801

alexanders@pfm.com
407.406.5750 office

Specialties
Specialized Services, Asset Management

State & Local Governments, K-12 Schools, Endowments & Foundations

Education
B.B.A. in Finance
Stetson University

B.S. in Accounting
Florida Southern College

Professional Designations or Licenses
FINRA Series 6 & 63 licenses
Certified Treasury Professional (CTP)
Certified Government Finance Officer (CGFO)
Certified Public Pension Trustee (CPPT)
Certified Executive Coach (CEC)

Started with PFM: 1996

Started in the Field: 1986

Print/Save as PDF

Download Vcard

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