Kyle Jones

Managing Director
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

jonesk@pfm.com
717.231.6222 office

Specialties
Asset Management

Higher Education, Healthcare, State & Local Governments

Education
B.A. in Business Management
Dillard University

MBA in Finance and Accounting
University of Chicago
Booth School of Business

Professional Designations or Licenses
FINRA Series 7 and 63 Licenses

Started with PFM: 2012

Started in the Field: 2002

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Kyle joined PFM’s asset management business in 2012 and is the co-head of the Portfolio Strategies Group (PSG). He leads PSG’s efforts in the investment strategy development process for many large and strategically important PFM client relationships. Kyle works primarily with clients of the separate account business by helping to devise customized portfolio strategies designed to meet their specific investment needs. In addition, he assists in the creation and delivery of our views and strategies to clients, prospects and third-party consultants. Kyle is a Fixed Income Investment Committee Member as well as a Credit Committee Member.

Prior to joining PFM, Kyle spent 10 years at JPMorgan Chase in a variety of capacities, most recently as an investment specialist for their Institutional Sales business.

Kyle serves on several community related boards and is active in his respective alumni associations. He is a frequent speaker at industry conferences and educational seminars.
 
Contact

213 Market Street
Harrisburg, PA 17101

jonesk@pfm.com
717.231.6222 office

Specialties
Asset Management

Higher Education, Healthcare, State & Local Governments

Education
B.A. in Business Management
Dillard University

MBA in Finance and Accounting
University of Chicago
Booth School of Business

Professional Designations or Licenses
FINRA Series 7 and 63 Licenses

Started with PFM: 2012

Started in the Field: 2002

Print/Save as PDF

Download Vcard

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