William Whale, CAIA

Senior Research Analyst
PFM Asset Management LLC
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

whalew@pfm.com
717.213.3849 office
717.309.1559 cell

Specialties
Asset Management

Endowments & Foundations

Education
B.S. in Finance and Economics
Lock Haven University of Pennsylvania

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

Chartered Alternative Investment Analyst (CAIA)

Started with PFM: 2016

Started in the Field: 2016

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Bill Whale is a senior research analyst within the multi-asset class management team, where he serves as the primary lead for alternative investment due diligence and asset management. In his role, he is responsible for manager selection and oversight that includes sourcing new managers as well as continually monitoring existing allocations. He also, in conjunction with the director of research and chief multi-asset class strategist, develops PFM’s model alternatives portfolio and the framework for building out alternatives allocations for appropriate clients.

Bill graduated summa cum laude from Lock Haven University of Pennsylvania in 2016. He has since went on to pass the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) exams. 

 
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

whalew@pfm.com
717.213.3849 office
717.309.1559 cell

Specialties
Asset Management

Endowments & Foundations

Education
B.S. in Finance and Economics
Lock Haven University of Pennsylvania

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

Chartered Alternative Investment Analyst (CAIA)

Started with PFM: 2016

Started in the Field: 2016

Print/Save as PDF

Download Vcard

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