Donald W. Grant

Investment Consultant
PFM Asset Management LLC
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

grantd@pfm.com
215.557.1225 office

Specialties
Asset Management

Education
B.B.A.
Temple University

M.S. in Investment Management
Temple University

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Started with PFM: 2016

Started in the Field: 2016

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Donald is an investment consultant with PFM’s asset management business. He is responsible for supporting institutional client relationships and business development efforts for PFM’s multi-asset class management practice – concentrating on pension, OPEB, endowment and foundation, and long-term investment assets.

In 2016, Donald started his career at PFM in the firm’s performance reporting and client services department, providing timely monthly and quarterly client performance reporting and fulfilling all facets of client service needs. Prior to joining PFM, Donald served six years on active duty in the United States Air Force where he deployed twice to Afghanistan in support of Operation Enduring Freedom. Donald served as a senior signals intelligence analyst with the National Security Agency supporting joint service commanders in strategic and tactical decision making.

Donald holds the Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licenses. He is currently enrolled in the CFA Institute’s Chartered Financial Analyst (CFA) Program as a Level II Candidate.

 
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

grantd@pfm.com
215.557.1225 office

Specialties
Asset Management

Education
B.B.A.
Temple University

M.S. in Investment Management
Temple University

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Started with PFM: 2016

Started in the Field: 2016

Print/Save as PDF

Download Vcard

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