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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Your search returned 6 professional(s).
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Jonathan Lachman
Consultant
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- Email:
- lachmanj@pfm.com
- Phone:
- 215-567-6100
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- Office:
- Philadelphia
- Business Specialty:
- Financial Management, Strategic Consulting
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Kelli Lambrix
Senior Managing Consultant
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- Email:
- lambrixk@pfm.com
- Phone:
- 734-994-9700
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- Office:
- Ann Arbor
- Business Specialty:
- Financial Management
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Robert Leli
Senior Managing Consultant
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- Email:
- lelir@pfm.com
- Phone:
- 312-977-1570
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- Office:
- Chicago
- Business Specialty:
- Asset Management
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Jim Link
Managing Director
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- Email:
- linkj@pfm.com
- Phone:
- 215-567-6100
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- Office:
- Philadelphia
- Business Specialty:
- Asset Management, PFM Advisor
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Carole Loehr
Senior Managing Consultant
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- Email:
- loehrc@pfm.com
- Phone:
- 612-338-3535
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- Office:
- Minneapolis
- Business Specialty:
- Asset Management
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Rich Lorenz
Senior Marketing Representative
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- Email:
- lorenzr@pfm.com
- Phone:
- 612-338-3535
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- Office:
- Minneapolis
- Business Specialty:
- Asset Management
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