Asset Management

PFM provides portfolio management and investment advice for non-profits, charitable institutions and other institutional clients. We have a strong history of providing flexible solutions across both fixed income and multi asset class portfolios. Our discretionary assets under management have grown from $1 billion in 1986 to $113.1 billion as of December 31, 2019 and we currently have $40 billion in non-discretionary assets under advisement. 

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Relevant Articles

 

Multi-Asset Class Monthly Market Review - August 2020

Multi-Asset Class Monthly Market Review - August 2020

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PFM Perspectives Podcast | A Conversation on ESG Investing for a Changing World

Listen in as we discuss the increasing interest in ESG investments that create a positive impact on society and align with investor values.

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PFM Q&A | Current Thinking on the Pandemic and a Range of Topical Economic Issues

We conducted a Q&A session with Biagio Manieri to discuss the firm’s views on the potentially long-lasting effects of the ongoing pandemic.

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Meet Our People

Name
Position
Location
Elise Lomel
404.410.2227
Senior Managing Consultant
Atlanta
Amy Otten
Client Services Senior Analyst
Philadelphia
Nicholas Groff
717.213.3815
Senior Portfolio Accountant
Harrisburg
Jennifer Glasgow
407.723.5900
Chief District Accountant
Orlando East (fka Fishkind and Associates)
Amanda Lane
407.723.5900
Assistant Chief District Accountant
Nick Yatsula
901.466.4557
Senior Managing Consultant
Memphis
Steven Schriever, ChFC, CLU
407.723.5942
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Jane Gaarlandt
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Jackie Berry
407.723.5929
GIS and Research Analyst
Orlando East (fka Fishkind and Associates)
Darren Weimer
407.723.5900
Senior Engineer
Orlando East (fka Fishkind and Associates)
Chuck Upcraft
612.371.3731
Senior Managing Consultant
Minneapolis
Joshua Gawel
215.557.1461
Senior Managing Consultant
Philadelphia
Anne Wuollet
612.371.3723
Senior Managing Consultant
Minneapolis
Brooke Pierce
215.567.6100
Swap Accounting Coordinator
Philadelphia
Mudra Patel
415.393.7258
Senior Managing Consultant
San Francisco
Lila Berry
646.561.0722
Senior Managing Consultant
New York
Nick Jones
415.982.5544
Senior Managing Consultant
San Francisco
Stanley Geberer
407.723.5900
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Marie Nasevich, CFP
215.557.1229
Senior Account Coordinator
Philadelphia
Joan Evans
307.287.1514
Senior Marketing Representative
Cheyenne
Venessa Ripoll
407.723.5900
Assistant District Manager
Orlando East (fka Fishkind and Associates)
Alex Theissen
617.508.5646
Senior Managing Consultant
Boston
Hank Fishkind, Ph.D.
407.723.5900
Director
Orlando East (fka Fishkind and Associates)
Christopher Rekawek, CFA
717.213.3811
Senior Managing Consultant
Harrisburg
Kristina F. Powell
646.561.1723
Senior Managing Consultant
New York
Heather Casperson
612.371.3753
Senior Managing Consultant
Minneapolis
Danielle Scott
504.930.7690
Senior Managing Consultant
New Orleans
Lesley Allison
407.406.5753
Senior Managing Consultant
Orlando
Samantha Myers
609.800.2984
Senior Managing Consultant
Princeton
Vivian Carvalho
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Tamara Kemmler
412.439.8431
Senior Marketing Representative
Harrisburg
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