PFM Asset Management LLC Adds Senior Marketing Representative to Regional Team

Philadelphia, PA - PFM Asset Management LLC (PFMAM or the Firm), part of the PFM Group of companies, announced today that Lesley Allison has joined the Firm’s southern cluster asset management team. With more than 18 years’ experience in the investment and financial services industry, Lesley joins PFMAM as a senior marketing representative. In this role, she will market the Firm’s services throughout the state of Florida and will focus on expanding the Florida Education Investment Trust Fund, a local government investment pool, for Florida cities, counties and school districts. Lesley is based in the Orlando, FL office. Lesley’s background includes asset management, client advisory services and marketing for organizations such as Bank of America Merrill Lynch and Morgan Stanley.

A graduate of Lynn University, she has a Bachelor of Science degree in Business Administration and holds Series 7 and Series 66 licenses through the Financial Industry Regulatory Authority (FINRA). “I’m thrilled to be part of the PFMAM team. I believe PFMAM is unique in its ability and commitment to provide clients with the benefits of independent advice, professional and technical resources, and is nationally recognized in the market. I have received a warm welcome from everyone at the Firm and I am looking forward to contributing to the continued success of our clients,” says Lesley.

PFMAM, is an independent investment advisory firm registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. A copy of our Form ADV, Parts 2A & B is available upon request. PFMAM manages and advises on over $104.4 billion in total assets (as of 3/31/16) and partners with non-profit, public, and other institutional investors. The Firm’s professionals have been providing comprehensive discretionary and non-discretionary investment advisory services for over 35 years.

The PFM Group of companies currently employs more than 600 individuals, serving a broad base of clients from locations in every region of the country.

Share this article

Newsletter Signup

Keep up to date on what's new.