Floyd Simpson III, CFA, CAIA, CFP

Senior Managing Consultant
PFM Asset Management LLC
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

simpsonf@pfm.com
215.557.1435 office

Specialties
State & Local Governments, Endowments & Foundations

Education
BBA in Finance
Truman State University

MBA in Business Administration
DePaul University

School of Continuing Studies
Financial Planning
Northwestern University

Professional Designations or Licenses
Chartered Financial Analyst
(CFA)

Certified Financial Planner
(CFP)

Chartered Alternative Investment Analyst (CAIA)

Started with PFM: 2019

Started in the Field: 2002

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Floyd joined PFM in 2019 as a senior managing consultant. As part of our OCIO business, Floyd works with clients across the country to develop and implement multi-asset class strategies for their portfolios and is a member of our Investment Committee.

Prior to joining PFM, Floyd was the associate portfolio manager for Global and International Equity portfolios for Xponance (formerly FIS Group). His duties included quarterly commentary on the developed markets and investment managers in his purview, monitoring the Global and Developed International Equity portfolios, executing due diligence on managers across the G20 and Emerging Market regions and contributing to intellectual content for ad hoc white papers. His experience also includes working with retail and institutional clients to provide analysis and investment solutions.

Floyd is a Chartered Financial Analyst (CFA) charterholder, Chartered Investment Analyst (CAIA) and a Certified Financial Planner (CFP). He is on the Board of Trustees for A.T. Still University and is a Board member of the CFA Society of Philadelphia. 

 
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

simpsonf@pfm.com
215.557.1435 office

Specialties
State & Local Governments, Endowments & Foundations

Education
BBA in Finance
Truman State University

MBA in Business Administration
DePaul University

School of Continuing Studies
Financial Planning
Northwestern University

Professional Designations or Licenses
Chartered Financial Analyst
(CFA)

Certified Financial Planner
(CFP)

Chartered Alternative Investment Analyst (CAIA)

Started with PFM: 2019

Started in the Field: 2002

Print/Save as PDF

Download Vcard

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