SP
 

Samantha Plunkett

Senior Analyst
PFM Asset Management LLC
Contact

Princeton Metro Center III
821 Alexander Road
Suite 110
Princeton, NJ 08540

plunketts@pfm.com
609.800.2984 office

Specialties
Asset Management

Education
B.A. in Business
with a minor in Economics
Franklin & Marshall College

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Started with PFM: 2013

Started in the Field: 2013

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Samantha joined PFM’s asset management business in November 2013 and is located in the Princeton, NJ office. Her role includes performing quantitative financial analysis including performance analysis, cash flow modeling, optimizing portfolio structures and other financial modeling for PFM’s clients. She also is the lead analyst for New Jersey client relationships and is responsible for creating client presentations and writing Requests for Proposals (RFPs).

Prior to joining the Princeton office, Samantha completed PFM’s 20-month rotational program, which included four months spent in PFM’s Accounting, Marketing, Client Services, Portfolio Strategy and Multi-Asset Class Management groups. This experience has allowed her to help PFM’s institutional clients with their overall investment needs.

SP
 
Contact

Princeton Metro Center III
821 Alexander Road
Suite 110
Princeton, NJ 08540

plunketts@pfm.com
609.800.2984 office

Specialties
Asset Management

Education
B.A. in Business
with a minor in Economics
Franklin & Marshall College

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Started with PFM: 2013

Started in the Field: 2013

Print/Save as PDF

Download Vcard

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