Professionals

Professionals

PFM offers clients unparalleled expertise. As a firm, we are distinguished by having highly experienced senior professionals who have specialized in serving institutional investors for many years.

Our clients benefit from the coordinated efforts of an engagement team consisting of portfolio managers, trading assistants, consultants, analysts and client representatives. This team approach provides clients with close personal attention while leveraging PFM’s extensive resources and experience.

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Dean Kaplan Managing Director
Email:
kapland@pfm.com
Phone:
215-567-6100
Office:
Philadelphia
Business Specialty:
Financial Management, Strategic Consulting
Peter Kessenich Managing Director
Email:
kessenichp@pfm.com
Phone:
404-876-1919
Office:
Atlanta
Business Specialty:
Financial Management
Myron Knutson Managing Director
Email:
knutsonm@pfm.com
Phone:
701-235-4416
Office:
Fargo
Business Specialty:
Financial Management
Daniel Kozloff Senior Managing Consultant
Email:
kozloffd@pfm.com
Phone:
215-567-6100
Office:
Philadelphia
Business Specialty:
Financial Management
William Kruck Senior Managing Consultant
Email:
kruckw@pfm.com
Phone:
412-561-2608
Office:
Pittsburgh
Business Specialty:
Asset Management