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Ashley Loper

Senior Analyst
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

lopera@pfm.com
717.213.3801 office
717.265.5944 cell

Specialties
Asset Management, Consulting

State & Local Governments, Healthcare, Higher Education

Education
Dual B.S. in Finance and Marketing
Shippensburg University

Professional Designations or Licenses
FINRA Series 7 and 63 Licenses

Started with PFM: 2015

Started in the Field: 2014

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Ashley Loper is a senior analyst in PFM’s Harrisburg office. Ashley began working at PFM in 2015, where she was involved with asset management for fixed income portfolios and local government investment pools (LGIPs). More recently, she has begun to work in the Treasury Consulting Group, where she is responsible for analyzing bank services and fees, as well as conduct banking industry research. Ashley also is involved with drafting RFPs for banking services and evaluating proposal responses on behalf of our clients. Additionally, she still supports clients with all facets of their investment programs, including cash management, investment policy development, portfolio structures, investment performance analysis and economic research and reporting.

Ashley started out in personal finance, where she obtained her Series 7 license from the Financial Industry Regulatory Authority (FINRA) and provided advice to individuals on their investments. She also holds her Series 63 license with FINRA and earned the CFA Institute Investment Foundations certificate.

Ashley graduated from Shippensburg University with a dual degree in Finance and Marketing, as well as a minor in Spanish. Ashley is currently enrolled with West Texas A&M University pursuing her MBA with an expected graduation date of May 2019.

AL
 
Contact

213 Market Street
Harrisburg, PA 17101

lopera@pfm.com
717.213.3801 office
717.265.5944 cell

Specialties
Asset Management, Consulting

State & Local Governments, Healthcare, Higher Education

Education
Dual B.S. in Finance and Marketing
Shippensburg University

Professional Designations or Licenses
FINRA Series 7 and 63 Licenses

Started with PFM: 2015

Started in the Field: 2014

Print/Save as PDF

Download Vcard

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