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.