WG
 

Wayne Gates, CFA

Chief Investment Officer, Stable Value
PFM Asset Management LLC
Contact

1062 Barnes Road Ste 202
Wallingford, CT 06492

gatesw@pfm.com
203.793.8080 office

Education
B.A. in Economics
Salem State University

M.A. in Economics
Boston College

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

Chartered Retirement Planning Counselor (CRPC)

Qualified Plan Financial Consultant (QPFC)

Started with PFM: 2017

Started in the Field: 1978

Print/Save as PDF

Download Vcard

Wayne joined PFM after the acquisition of Fiduciary Capital Management's (FCM) assets in 2017. As chief investment officer for the strategy, Wayne is deeply involved in all aspects of the development, management and monitoring of clients stable value portfolios, working closely with the head of stable value, the stable value portfolio managers and the director of research.

Wayne joined FCM in November 2012 as Executive Vice President and CIO and became FCM’s president in 2014. Wayne started his career in 1978 as an economic research analyst at John Hancock Financial Services, where he spent 34 years. There, he held various positions in both investment and product management and has been involved with the investment for and the design of stable value products since 1980.

WG
 
Contact

1062 Barnes Road Ste 202
Wallingford, CT 06492

gatesw@pfm.com
203.793.8080 office

Education
B.A. in Economics
Salem State University

M.A. in Economics
Boston College

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

Chartered Retirement Planning Counselor (CRPC)

Qualified Plan Financial Consultant (QPFC)

Started with PFM: 2017

Started in the Field: 1978

Print/Save as PDF

Download Vcard

People

Search the PFM Directory

 
Search