Daniel Hess, CPA

Managing Director
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

hessd@pfm.com
717.231.6282 office

Specialties
Asset Management

Education
B.S. in Accounting
with a minor in Management Information Systems
Pennsylvania State University

Professional Designations or Licenses
FINRA Series 6, 26, 28, 51 and 63 licenses

Certified Public Accountant (CPA)

Started with PFM: 2001

Started in the Field: 1998

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Dan Hess oversees the accounting and financial reporting functions for the investment pool programs and related portfolios managed by PFM. His responsibilities include directing daily pool accounting activities, financial statement and tax return preparation, expense management, coordination with external auditors, research of new accounting standards and compliance regulations, and implementation of new policies and procedures. Dan is also responsible for financial and regulatory filings for PFM’s broker/dealer subsidiary, PFM Funds Distributors, Inc., and for the SEC-registered mutual funds PFM manages.

Dan serves as Financial and Operations Principal for PFM Fund Distributors, Inc. and serves as Treasurer of the PFM Multi-Manager Series Trust and Secretary and Treasurer for the PFM Funds, each of which are mutual funds registered under the Investment Company Act of 1940. He previously served as PFM’s compliance manager and continues to provide assistance to PFM’s Compliance Group, as appropriate.

Prior to joining PFM in 2001, Dan was a senior auditor with international accounting firm, PricewaterhouseCoopers LLP (PwC).

 
Contact

213 Market Street
Harrisburg, PA 17101

hessd@pfm.com
717.231.6282 office

Specialties
Asset Management

Education
B.S. in Accounting
with a minor in Management Information Systems
Pennsylvania State University

Professional Designations or Licenses
FINRA Series 6, 26, 28, 51 and 63 licenses

Certified Public Accountant (CPA)

Started with PFM: 2001

Started in the Field: 1998

Print/Save as PDF

Download Vcard

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