FY
 

Fan Yam

Analyst
PFM Asset Management LLC
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

yamf@pfm.com

Specialties
Asset Management

Education
BBA in Accounting and Finance
Temple University

Started with PFM: 2003

Started in the Field: 2000

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Fan joined PFM in 2003 and is a senior client services analyst in PFM’s Multi-Asset Class Management business. She works closely with client managers to aid in servicing existing client relationships and serves as the day-to-day client contact. Fan helps with client presentations, investment performance analysis, and prepares monthly and quarterly performance reporting. In addition to providing client services, she is responsible for maintaining various databases used for performance measurement and manager searches. 

Prior to joining PFM, Fan worked for PFPC, Inc (a subsidiary of PNC Bank) as an investment accountant, performing daily and monthly accounting operations, and preparing financial statements for assigned mutual funds. She later joined the company’s corporate action research team, specializing in corporate action research including various accounting, tax, and report analysis.
FY
 
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

yamf@pfm.com

Specialties
Asset Management

Education
BBA in Accounting and Finance
Temple University

Started with PFM: 2003

Started in the Field: 2000

Print/Save as PDF

Download Vcard

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