JF
 

Joseph Federico

Senior Managing Consultant
PFM Asset Management LLC
Contact

44 Montgomery Street
3rd Floor
San Francisco, CA 94104

federicoj@pfm.com
415.393.7224 office

Specialties
Asset Management

Endowments & Foundations, State & Local Governments

Education
B.S.B.A, in Finance
Drexel University

Professional Designations or Licenses
FINRA Series 6 and 63

Started with PFM: 2012

Started in the Field: 2012

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Joseph Federico is a senior managing consultant who primarily works with local governments. He establishes Section 115 trusts for OPEB and pension rate stabilization, develop investment policy and asset allocation guidelines, and monitors their investment programs.

Joe joined PFM Asset Management in 2012 as an analyst in our Philadelphia office. Since then, Joe relocated to our San Francisco office and is currently 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.

Prior to joining PFM, Joe worked with Fairman Group Family Office within Investment Advisory Services and TE Connectivity as a State Tax Reporter. 

He holds a Bachelor of Science in Business Administration (Finance) from Drexel University’s LeBow College of Business.

JF
 
Contact

44 Montgomery Street
3rd Floor
San Francisco, CA 94104

federicoj@pfm.com
415.393.7224 office

Specialties
Asset Management

Endowments & Foundations, State & Local Governments

Education
B.S.B.A, in Finance
Drexel University

Professional Designations or Licenses
FINRA Series 6 and 63

Started with PFM: 2012

Started in the Field: 2012

Print/Save as PDF

Download Vcard

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