Colleen Chaney is a senior analyst and marketing representative for PFM. Colleen joined PFM’s asset management business in July 2016 and is currently located in the Philadelphia office. Colleen is responsible for supporting marketing efforts related to PFM's investment advisory services, including the Pennsylvania Local Government Investment Trust (PLGIT), as well as servicing current clients in Eastern PA. This includes assisting municipal and school clients with cash management needs and developing strategies to optimize investments.
Prior to her current role, Colleen worked in the Harrisburg office providing technical and analytical support for clients primarily in the Northeast. Her responsibilities included portfolio evaluation and reporting, conducting cash flow analyses, proposal preparation, investment policy review and development, and training new analysts. She also completed a rotation in PFM’s Portfolio Strategies Group, which deepened her understanding of the investment needs of PFM’s clients.
Colleen is actively involved in PFM’s recruiting process, mentorship program, diversity & inclusion initiatives and training of new analysts. She holds the Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licenses.