Ellen is a director who joined PFM in 2012 to assist plan sponsors by introducing them to the benefits of PFM’s growing multi-asset class management services. With her extensive background in the retirement plan industry, she also serves as a resource to PFM’s Western asset management business clients in the areas of public and corporate defined benefit and contribution plans.
Prior to joining PFM, Ellen had 30 years of investment consulting experience. As a senior investment consultant with Watson Wyatt Investment Consulting, she assisted clients with overall plan governance, development of investment policy and asset allocation guidelines, manager structure and manager selection. Her institutional clients included defined benefit and defined contribution plans, both corporate and public, healthcare organizations, endowments and foundations.
Ellen also held business development, client relationship, and investment research roles at INVESCO and Kidder Peabody & Co. In addition to these positions, she served as a financial consultant and project manager for clients including private schools and foundations, where she was able to produce more efficient financial and investment processes as well as lead successful fundraising campaigns.