Leslie Spencer joined PFM in 2010 and has a total of 32 years of experience in the securities industry. She works within the firm’s National Accounts Marketing Group for targeted asset management clients. Specifically, she markets to and assists clients in achieving their investment goals by providing a thorough assessment of their needs and objectives. In her role, Leslie interacts with departments within the firm such as Credit and Portfolio Management, Structured Products, Accounting, Administration, Client Service and Compliance to ensure clients receive the full range of PFM’s high-quality services. Leslie maintains ongoing relationships with clients by facilitating daily investment monitoring, quarterly reporting, and annual investment policy and strategy reviews.
Prior to joining PFM, Leslie served as Vice President of Institutional Fixed Income for American Beacon Advisors for more than five years. Her primary responsibilities included new business development and client relations.
Leslie began her focus on the public sector in 1993 upon joining the regional investment banking firm Ramirez & Co. where she served 11 years as Vice President of Public Finance. Her experience also includes managing portfolios of high-net-worth individuals for nearly five years as a Retail Stock Broker at various firms from 1988 to 1993.