PFM Asset Management

Description

Public Financial Management is a Philadelphia-based public finance financial advisory firm which focuses on asset management and consulting services for municipalities, cities, schools, hospitals and other public entities. The company was founded in 1975 and currently has 35 offices around the country.

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PFM Asset Management Employees

Employee
Years
Job
Industry
Bihn Kim Bihn Kim Emeryville, California Details
Bihn Kim's PFM Asset Management Experience September 2012 - January 2013
Job Postmates
Industry Security and Investigations
Experience
Postmates  November 2014 - Present
Elite Educational Institute  May 2013 - June 2014
PFM Asset Management   September 2012 - January 2013
Straight Line Editorial Development  April 2008 - August 2012

Education
University of California, Berkeley   2002 — 2006
Bachelor of arts, English Language and Literature/Letters

John F. Grady III John F. Grady III Greater Denver Area Details
John F. Grady III's PFM Asset Management Experience 2003 - 2008
Job Managing Director at Public Trust Advisors
Industry Investment Management
Experience
Public Trust Advisors   2012 - Present
Cutwater Asset Management  2008 - 2011
PFM Asset Management   2003 - 2008

Skills
MBS, Cash Flow, Proposal Writing, Investments, Investment Strategies, Investment Advisory, ABS, Government Agencies, Asset Managment, Portfolio Management, Fixed Income, Bonds, Financial Modeling, Bloomberg, Asset Allocation, Finance, Investment Management, Series 7, Quantitative Analytics, Economics, Relationship Management, Treasury Management, Financial Risk, Capital Markets, Financial Services, Derivatives, Structured Finance, Investment Banking, Valuation, Alternative Investments, Mutual Funds, Strategic Financial..., Financial Advisory, Financial Analysis, Asset Management, Credit Analysis, Wealth Management, Risk Management, Financial Structuring, Due Diligence, Securities, Retirement Planning, Structured Products, Banking, Credit, Financial Planning

Education
University of Florida - Warrington College Of Business
MBA

University of Florida
BSBA, Finance, Insurance, Economics

Jessica Reipke Jessica Reipke Greater Minneapolis-St. Paul Area Details
Jessica Reipke's PFM Asset Management Experience January 2006 - May 2006
Job Owner, Salon Director at HAUS Salon
Industry Retail
Experience
HAUS Salon  January 2011 - Present
ULTA Salon, Cosmetics   November 2009 - July 2011
Juut Salonspa  May 2008 - September 2009
JUUT Salonspas Inc   May 2008 - September 2009
Juut Salonspa  January 2007 - May 2008
PFM Asset Management   January 2006 - May 2006

Skills
Microsoft Excel, Budgets, Management, Microsoft Office, Marketing, Microsoft Word, PowerPoint, Recruiting, Finance, Financial Statements, Financial Reporting, Mas 90, Customer Service, Forecasting

Education
University of Minnesota-Twin Cities   2001 — 2008
BSB, Finance

University of Minnesota - Carlson School of Management   2001 — 2006
Bachelor of Science, Business (Finance)

Amber Cannegieter Amber Cannegieter Harrisburg, Pennsylvania Details
Amber Cannegieter's PFM Asset Management Experience June 2013 - Present
Job Key Account Manager at PFM Asset Management LLC
Industry Financial Services
Experience
PFM Asset Management   June 2013 - Present
Turner Investments, L.P.   January 2013 - June 2013
Turner Investments  November 2010 - December 2012
Turner Investment Partners  August 2009 - November 2010
Turner Investment Partners  May 2007 - August 2009
The Vanguard Group  September 2005 - May 2007

Skills
Series 7, Series 6, Series 63

Education
Penn State University   2000 — 2004
BS, Business Management

Yolanda Yue Shao Yolanda Yue Shao New York, New York Details
Yolanda Yue Shao's PFM Asset Management Experience February 2012 - June 2012
Job Associate at SocGen Corporate & Investment Banking
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SGCIB  August 2015 - Present
Bank of America Merrill Lynch  June 2013 - June 2015
Bank of America  June 2012 - August 2012
PFM Asset Management   February 2012 - June 2012
PFM Asset Management   May 2011 - June 2011

Education
Bryn Mawr College   2012 — 2013
Concurrent M.A.

Bryn Mawr College   2010 — 2013
B.A., summa cum laude

University of Pennsylvania - The Wharton School   2011 — 2013
Coursework

Hwa Chong Institution   2008 — 2009
A Level

Yulia Belyakova Yulia Belyakova Washington D.C. Metro Area Details
Yulia Belyakova's PFM Asset Management Experience June 2012 - August 2012
Job Analyst at Analysis Group
Industry Management Consulting
Experience
Analysis Group  July 2015 - Present
Analysis Group  July 2013 - June 2015
PFM Asset Management   June 2012 - August 2012
Infosys  June 2011 - August 2011
Bryn Mawr College  September 2010 - May 2011
Hudson Institute  June 2010 - August 2010

Skills
Stata, Microsoft Office, Bloomberg

Education
Bryn Mawr College   2009 — 2013
BA, Economics, French

Sciences Po Paris   2011 — 2012
BA, Economics

Jason Kucza Jason Kucza New York, New York Details
Jason Kucza's PFM Asset Management Experience January 2014 - September 2014
Job Financial Analyst
Industry Financial Services
Experience
J.P. Morgan   September 2014 - Present
First Troop   January 2011 - Present
PFM Asset Management   January 2014 - September 2014
US Army  January 2011 - January 2014
Student Managed Investment Fund  April 2012 - June 2012
Griesing Law, LLC  September 2010 - December 2010
U.S. Army   July 2005 - March 2010

Skills
Factset, Analysis, Finance, Time Management, Investments, Portfolio Management, Strategy, Research, Management, Social Media, Corporate Finance, Managerial Finance, Human Resources, Military, Security Clearance, Microsoft Office, PowerPoint, Microsoft Excel, Economics, Microsoft Word, Logistics

Education
Drexel University   2010 — 2012
Bachelor of Science, Business Administration, Finance

American Military University   2009 — 2009

Austin Peay State University   2007 — 2008

Steve Faber Steve Faber Princeton, New Jersey Details
Steve Faber's PFM Asset Management Experience October 2001 - Present
Job Managing Director at PFM Asset Management
Industry Investment Management
Experience
PFM Asset Management   October 2001 - Present
First Union Securities (& predecessor firms)   April 1987 - June 2000
Office of NJ Governor Thomas H. Kean   July 1983 - March 1987

Skills
Investments, Asset Managment, Fixed Income, Investment Management, Asset Allocation, Mutual Funds, Portfolio Management, Financial Analysis, Financial Services, Investment Strategies, Investment Advisory, Finance, Equities, Asset Management, Alternative Investments, Hedge Funds, Private Equity

Education
Princeton University   1980 — 1983
AB, Politics

Delbarton School   1973 — 1979

Billy Liu Billy Liu Dallas, Texas Details
Billy Liu's PFM Asset Management Experience June 2006 - August 2006
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company  August 2015 - Present
McKinsey & Company  June 2014 - August 2014
Trillium Trading, LLC  August 2007 - May 2013
PFM Asset Management   June 2006 - August 2006
Smith-Barney Citigroup  June 2005 - August 2005

Skills
Equities, Financial Modeling, Fixed Income, Portfolio Management, Financial Analysis, Microsoft Excel, Strategy, Trading Strategies, Investments, Trading, Analysis, Time Management, Intermediate/Advanced..., Valuation, Hedge Funds

Education
Duke University - The Fuqua School of Business   2013 — 2015
Master of Business Administration (MBA)

Princeton University   2003 — 2007
Bachelor's degree, Economics

Sarah Meacham Sarah Meacham Los Angeles, California Details
Sarah Meacham's PFM Asset Management Experience June 2005 - Present
Job Director at PFM Asset Management
Industry Investment Management
Experience
PFM Asset Management   June 2005 - Present
Merrill Lynch  July 2004 - January 2005

Skills
Fixed Income, Financial Modeling, Investments, Financial Analysis, Program Management, Research, Project Management, Business Strategy, Microsoft Excel, PowerPoint, Public Finance, Nonprofits, Economics, Investment Advisory, Government, Management, Business Development, Bonds, Bloomberg, CRM, Policy, Public Speaking

Education
Smith College   2001 — 2005
Bachelors of Arts, Economics and Mathematics

London School of Economics and Political Science   2003 — 2004
General Course (Study Abroad Program)

Delaware Valley High School   1997 — 2001

Chris La Marca Chris La Marca Greater Philadelphia Area Details
Chris La Marca's PFM Asset Management Experience March 2012 - December 2014
Job Managing Director, Institutional Client Solutions at Pentegra
Industry Financial Services
Experience
Pentegra Group   January 2015 - Present
PFM Asset Management   March 2012 - December 2014
SEI Investments  January 2008 - February 2012
Commerce Capital Markets  2003 - 2008
United States Marine Corps  May 1993 - May 1997

Skills
US Healthcare /..., Outsourced Chief..., Investment Management, Risk Management, Treasury Management, Asset Managment, Portfolio Management, Investment Strategies, Credit Analysis, Joint Ventures, Asset Allocation, Alternative Investments, Financial Modeling, Sustainable Spending..., Relationship Building &..., Execution of Business..., Mergers, Valuation Analysis, Municipal/Tax Exempt..., Series 7, Business Development..., Asset/Liability Analysis, Mergers & Acquisitions, Valuation, Investments, Investment Banking, Bonds, Fixed Income, Pensions, Capital Markets, Corporate Finance, Financial Analysis, Relationship Management, Finance

Education
University of Oklahoma - Price College of Business   1991 — 1996
BBA, Economics, Finance

Christopher W. Hamilton, CFA Christopher W. Hamilton, CFA Houston, Texas Area Details
Christopher W. Hamilton, CFA's PFM Asset Management Experience 2007 - 2008
Job Director, Business Analysis at Phillips 66
Industry Oil & Energy
Experience
Phillips 66  August 2014 - Present
Phillips 66  July 2013 - August 2014
Phillips 66  May 2012 - August 2012
U.S. Trust, Bank of America Private Wealth Management   2008 - 2011
PFM Asset Management   2007 - 2008
Renaissance Financial Corporation   2005 - 2007

Skills
Investment Strategies, Equities, Investments, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Portfolio Management, Equity Valuation, Private Equity, Asset Management, Financial Analysis, Derivatives, Economics, Strategic Financial..., Asset Allocation, Corporate Finance, Financial Modeling, Finance, Wealth Management, Investment Banking

Education
Rice University   2011 — 2013
Master of Business Administration (MBA), Finance

University of Illinois at Urbana-Champaign   2001 — 2005
Bachelor of Arts (BA), Economics

Roy Willis Roy Willis Washington D.C. Metro Area Details
Roy Willis's PFM Asset Management Experience July 2012 - August 2014
Job Associate Portfolio Manager at Arrow Investment Advisors
Industry Financial Services
Experience
Arrow Investment Advisors   September 2014 - Present
PFM Asset Management   July 2012 - August 2014
JFC Global  November 2011 - July 2012
Fort, LP   April 2007 - October 2008

Education
Columbia University in the City of New York   2010 — 2012
MA, Statistics

Loma Linda University   2004 — 2005
Master's Degree, Health Information Systems

Oakwood College   2000 — 2004
B.S., Computer Science

Dana Shanaberger Dana Shanaberger Harrisburg, Pennsylvania Details
Dana Shanaberger's PFM Asset Management Experience January 2012 - Present
Job Compliance Analyst at PFM Asset Management
Industry Financial Services
Experience
PFM Asset Management   January 2012 - Present

Education
Kutztown University of Pennsylvania   1998 — 2002
Criminal Justice and Paralegal Studies

Maggie Boccella Maggie Boccella Greater Philadelphia Area Details
Maggie Boccella's PFM Asset Management Experience April 2013 - August 2015
Job Former Associate at Public Financial Management
Industry Financial Services
Experience
PFM Asset Management   April 2013 - August 2015
Charles Matsinger Associates  February 2009 - November 2011
Spg3  2008 - 2008
AOS Architects   1998 - 2008

Skills
Submittals, Design Research, Green Building, Sustainable Design, LEED AP, LEED, Proposal Writing, Architectural Design, Adobe Creative Suite, Construction Management

Education
Sarah Lawrence College   1993 — 1997

David Baccile David Baccile Des Moines, Iowa Area Details
David Baccile's PFM Asset Management Experience July 1997 - July 2006
Job Chief Investment Officer
Industry Investment Management
Experience
NCMIC Group, Inc.   July 2006 - Present
PFM Asset Management   July 1997 - July 2006

Skills
Investments, Hedge Funds, Asset Management, Equities, Investment Management, Portfolio Management, Bloomberg, Fixed Income

Education
Weatherhead School of Management at Case Western Reserve University   1994 — 1997
MBA, Finance

Siena College   1987 — 1991
BBA, Accounting

Adrianne Puza Adrianne Puza Harrisburg, Pennsylvania Area Details
Adrianne Puza's PFM Asset Management Experience July 2005 - May 2006
Job Operations Associate at Prologis
Industry Real Estate
Experience
Prologis  June 2011 - Present
Prologis  May 2006 - June 2011
PFM Asset Management   July 2005 - May 2006
US Navy  August 1996 - August 2002

Skills
Leases, Financial Analysis, Real Estate Transactions, Asset Management, Sarbanes-Oxley Act, Real Estate, Auditing, Property Management, Real Estate Economics, Real Estate Development, Internal Controls, Due Diligence, Dispositions, Asset Managment

Education
Capital College, Pennsylvania State University   2004 — 2006
Bachelor of Science, Accounting, 3.63

Raymond Slater, CFA Raymond Slater, CFA Greater Philadelphia Area Details
Raymond Slater, CFA's PFM Asset Management Experience August 2008 - November 2010
Job Vice President MSR Trading at Freedom Mortgage
Industry Financial Services
Experience
Freedom Mortgage  June 2013 - Present
Freedom Mortgage  December 2010 - June 2013
PFM Asset Management   August 2008 - November 2010
Deloitte  July 2006 - August 2008
Carlisle Group   December 2005 - January 2006

Skills
MBS, Securitization, Capital Markets, Fixed Income, Bloomberg, Financial Modeling, Residential Mortgages, Structured Finance, Loans, ABS, Financial Analysis, Bonds, Finance, Asset Management, Portfolio Management, Investments

Education
University of Scranton   2002 — 2006
Bachelors, Economics

Debra Goodnight Debra Goodnight Harrisburg, Pennsylvania Area Details
Debra Goodnight's PFM Asset Management Experience October 1990 - Present
Job Managing Director at PFM Asset Management
Industry Financial Services
Experience
PFM Asset Management   October 1990 - Present
American General Life Companies is now part of the AIG Family!  1981 - 1990
H J Heniz Co   1979 - 1981
Coopers & Lybrand  1977 - 1979

Skills
Investments, Financial Analysis, Finance, Portfolio Management, Financial Modeling, Microsoft Excel, Analysis, Asset Management, Capital Markets, Financial Services

Education
University of St. Thomas (TX)   1982 — 1985
Master of Business Administration (M.B.A.), Finance

Robert Morris University
Bachelor of Science (B.S.), Accounting

Jooho Lee Jooho Lee Greater Philadelphia Area Details
Jooho Lee's PFM Asset Management Experience June 2004 - February 2005
Job JD/PhD Candidate in Business Ethics and Legal Studies
Industry Higher Education
Experience
American Securitization Forum  April 2010 - July 2012
SIFMA  February 2005 - July 2007
PFM Asset Management   June 2004 - February 2005

Skills
Finance, Start-ups, Accounting, Management, Analysis, Financial Modeling, Management Consulting, Data Analysis, Strategy, Microsoft Office, Research

Education
University of Pennsylvania - The Wharton School   2012 — 2016
Doctor of Philosophy (Ph.D.)

University of Pennsylvania Law School   2013 — 2016
Juris Doctor (J.D.)

Princeton Theological Seminary   2007 — 2010
MDiv

University of Pennsylvania   2000 — 2004
BA, Summa Cum Laude

Giancarlo Morales Giancarlo Morales Harrisburg, Pennsylvania Area Details
Giancarlo Morales's PFM Asset Management Experience January 2015 - Present
Job Senior Portfolio Trader at PFM Asset Management
Industry Financial Services
Experience
PFM Asset Management   January 2015 - Present
PFM Asset Management   August 2011 - December 2014
BNY Mellon  January 2011 - August 2011
BNY Mellon  May 2010 - August 2010

Skills
Bloomberg, Microsoft Office, Trade Web, Market Axess, Charles River, Spanish, SQL, Visual Basic, VBA, Investment Management, Portfolio Management, Trading, Trading Systems, Fixed Income, Money Market Funds

Education
Indiana University of Pennsylvania
Bachelor of Science, Finance