Sarah Walsh

Senior Analyst
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

walshs@pfm.com
717.603.4251 office

Specialties
Asset Management

State & Local Governments

Education
B.A. in Mathematics
Gettysburg College

Professional Designations or Licenses
CFA Investment Foundations Certificate

Bloomberg Market Concepts Certificate

Financial Industry Regulatory Authority (FINRA)
Series 6 and 63

Started with PFM: 2018

Started in the Field: 2018

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Sarah Walsh is a senior analyst in PFM’s asset management business. She joined PFM in 2018 and is currently located in the Harrisburg, PA office. Her role includes assisting clients to understand and implement sustainable investment approaches, preparing client presentations, and supporting PFM’s ESG-related efforts. 

Sarah also provides technical and analytical support to clients primarily in the East and South regions. Her responsibilities include performance analysis and reporting, cash flow analysis, responding to Requests for Proposals (RFPs), and training new analysts. She also completed a two-year rotational analyst program, where she gained valuable insight into PFM’s various specialized groups, including Marketing and Portfolio Strategies. At PFM, Sarah is actively involved in the recruiting process and Diversity, Equity, & Inclusion (DEI) initiatives.

Prior to joining PFM, Sarah graduated cum laude from Gettysburg College with a Bachelor of Arts in Mathematics. She holds the CFA Investment Foundations Certificate, the Bloomberg Market Concepts Certificate, as well as Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licenses.
 
 
Contact

213 Market Street
Harrisburg, PA 17101

walshs@pfm.com
717.603.4251 office

Specialties
Asset Management

State & Local Governments

Education
B.A. in Mathematics
Gettysburg College

Professional Designations or Licenses
CFA Investment Foundations Certificate

Bloomberg Market Concepts Certificate

Financial Industry Regulatory Authority (FINRA)
Series 6 and 63

Started with PFM: 2018

Started in the Field: 2018

Print/Save as PDF

Download Vcard

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