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Katheryn O’Hara

Client Services Analyst
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

oharak@pfm.com
717.213.3875 office

Specialties
Asset Management

Education
B.A. in International Studies
Lebanon Valley College

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Started with PFM: 2015

Started in the Field: 2015

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Katheryn is a client services analyst with PFM’s asset management business. She is responsible for supporting institutional client relationships and business development efforts for PFM’s multi-asset class management practice – concentrating on pension, OPEB, endowment and foundation, and long-term investment assets.

Prior to joining PFM’s multi-asset class management practice, Katheryn started her career at PFM in the firm’s Client Services Group in August 2015. As a client service representative, her primary responsibility was to provide customer service and act as a client advocate by providing a “high touch, high value” experience to address client needs.

Katheryn holds the Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licenses.

KO
 
Contact

213 Market Street
Harrisburg, PA 17101

oharak@pfm.com
717.213.3875 office

Specialties
Asset Management

Education
B.A. in International Studies
Lebanon Valley College

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Started with PFM: 2015

Started in the Field: 2015

Print/Save as PDF

Download Vcard

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