Tim is a managing director in our Chicago office, responsible for PFM investment advisory services in the Midwest. He specializes in cash and fixed-income management services. He joined PFM in 2004 following the firm’s acquisition of the cash management business of Cadre Financial Services, Inc. Tim is responsible for the overall management of the firm’s Midwest local government investment pool (LGIP) programs. In this capacity, he is directly responsible for the various Board of Trustees relationships and overall client activities.
Prior to joining PFM, Tim was a First Vice President at Cadre Financial Services, Inc., where his responsibilities included the management of nine LGIP programs with more than $6 billion in assets. He led the firm’s fixed income sales operations and managed more than $4 billion in bond proceeds.
Tim was the National Sales Manager overseeing both internal and external sales teams. In this role, he was responsible for all revenue from Cadre Financial Services, Inc.’s various product lines.