George Beistline

Senior Managing Consultant
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

beistlineg@pfm.com
717.213.3806 office

Specialties
Asset Management

K-12 Schools, State & Local Governments

Education
B.S. in Finance
Pennsylvania State University

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Started with PFM: 2013

Started in the Field: 2013

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George Beistline is a senior managing consultant in the Harrisburg office. He is currently a team lead within our asset management analyst pool program. His role primary focuses on developing and managing a team of analysts who specialize in servicing clients in the East and South regions of the country. In this capacity, George is responsible for managing the creation and distribution of a variety of work products and reports in support of relationship managers, with respect to their ongoing client service and business development needs. In addition to his management responsibilities, George also serves as a technical and analytical resource for clients related to customized investment reporting, cash flow modeling, portfolio analysis and investment policy best practices.

Prior to leading the analyst pool program, George worked as an analyst within the East region. His responsibilities included preparing customized investment performance reports, cash flow modeling, portfolio structuring and restructuring, reviewing investment policies and practices for compliance with state statutes, and creating client presentations and responses to Requests for Proposals.

 
Contact

213 Market Street
Harrisburg, PA 17101

beistlineg@pfm.com
717.213.3806 office

Specialties
Asset Management

K-12 Schools, State & Local Governments

Education
B.S. in Finance
Pennsylvania State University

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Started with PFM: 2013

Started in the Field: 2013

Print/Save as PDF

Download Vcard

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