Surya Pisapati, CFA

Senior Research Analyst
PFM Asset Management LLC
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

pisapatis@pfm.com
215.557.1463 office

Specialties
Asset Management

Education
B.S. in Mechanical Engineering
Jawaharlal Nehru Technological University (JNTU) College of Engineering

M.S. in Finance
Villanova University

MBA
Indian Institute of Management

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

Started with PFM: 2016

Started in the Field: 2007

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Surya Pisapati is a senior research analyst within the multi-asset class management team, where she serves as the primary lead for domestic equity and hedge fund due-diligence. In her role, she is responsible for manager selection and oversight that includes sourcing new manager ideas as well as continued monitoring of existing allocations. She also assists the chief multi-asset class strategist in economic research and analysis and plays an integral role in communicating the investment process and portfolio decisions across the firm. Surya also serves as a member of the Multi-Asset Class Investment Committee.

Prior to joining PFM in 2016, Surya served as director of investment at a local family office with experience including manager due-diligence, strategic and tactical allocation modeling and developing proprietary portfolio allocation and manager selection tools. She started her career working at Macquarie Group in Australia, as an investment analyst within a publicly listed real estate investment trust (REIT) fund.

Surya earned her Master of Science in Finance degree from Villanova University where she was awarded the Bartley Medallion in recognition of outstanding achievement in finance.

 
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

pisapatis@pfm.com
215.557.1463 office

Specialties
Asset Management

Education
B.S. in Mechanical Engineering
Jawaharlal Nehru Technological University (JNTU) College of Engineering

M.S. in Finance
Villanova University

MBA
Indian Institute of Management

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

Started with PFM: 2016

Started in the Field: 2007

Print/Save as PDF

Download Vcard

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