Ellen Clark

Director
PFM Asset Management LLC
Contact

44 Montgomery Street
3rd Floor
San Francisco, CA 94104

clarke@pfm.com
415.393.7225 office

Specialties
Asset Management

State & Local Governments, Endowments & Foundations

Education
B.A. in Psychology
Whitman College

MBA in Finance and Marketing
Seattle University

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Started with PFM: 2012

Started in the Field: 1982

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Ellen Clark joined PFM Asset Management in 2012 as a multi-asset class specialist. In her role, she is responsible for assisting clients with investing long-term total return portfolios -  primarily for pension plans, other post-employment benefit (OPEB) trusts and endowments, and foundations using PFM’s discretionary outsourced chief investment officer (OCIO) services. Ellen primarily works with local governments to establish Section 115 trusts for OPEB and pension rate stabilization, develop investment policy and asset allocation guidelines, and monitors their investment programs.

Prior to joining PFM, she was a Senior Investment Consultant with Watson Wyatt Investment Consulting. Her clients ranged from defined benefit and defined contribution plans, both corporate and public, healthcare organizations, endowments, and foundations. Ellen has also held business development, client relationship, and investment research roles at INVESCO and Kidder Peabody and Co.

Ellen has over 30 years of industry experience and firmly believes an “educated client is a good client”. She enjoys working with her clients, speaking on topics related to multi-asset class investing, and the challenges investors face in today’s investing environment.

She holds a Bachelor's of Arts in Psychology from Whitman College and an Master of Business Administration in Finance and Marketing from Seattle University.

 
Contact

44 Montgomery Street
3rd Floor
San Francisco, CA 94104

clarke@pfm.com
415.393.7225 office

Specialties
Asset Management

State & Local Governments, Endowments & Foundations

Education
B.A. in Psychology
Whitman College

MBA in Finance and Marketing
Seattle University

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Started with PFM: 2012

Started in the Field: 1982

Print/Save as PDF

Download Vcard

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