Melissa Birdsall

Senior Managing Consultant
PFM Asset Management LLC
Contact

50 South 6th St.
Minneapolis, MN 55402

birdsallm@pfm.com

Specialties
Asset Management

Endowments & Foundations, State & Local Governments

Education
B.A. in Communication Studies
University of Minnesota, Twin Cities

Professional Designations or Licenses
FINRA Series 7, 63 and 65

Started with PFM: 2017

Started in the Field: 2004

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Melissa joined PFM’s asset management business in June of 2018 as a senior managing consultant in the Minneapolis office. Melissa advises clients in matters concerning investment pools, fixed rate investments, bond proceed investments and cash flow management needs.

Prior to joining PFM, she was an Assistant Vice President at Black Creek Group, assisting financial advisors with private equity and non-traded REIT allocations in their client portfolios. Melissa has presented and represented Black Creek Group at many national conferences and meetings. Prior to Black Creek, Melissa worked as a Sales Director at Questar Capital. Her prior experience includes wealth management, asset allocation, and sales and trading. 
 
Contact

50 South 6th St.
Minneapolis, MN 55402

birdsallm@pfm.com

Specialties
Asset Management

Endowments & Foundations, State & Local Governments

Education
B.A. in Communication Studies
University of Minnesota, Twin Cities

Professional Designations or Licenses
FINRA Series 7, 63 and 65

Started with PFM: 2017

Started in the Field: 2004

Print/Save as PDF

Download Vcard

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