Tahsha Mitchell

Senior Managing Consultant
PFM Asset Management LLC
Contact

555 Briarwood Circle
Suite 333
Ann Arbor, MI 48108

mitchellt@pfm.com
734.794.2543 office
248.514.4393 cell

Specialties
Consulting, Asset Management

Higher Education, K-12 Schools, State & Local Governments

Education
Associates in Business Administration
Macomb Community College

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Life and Health Insurance and Variable Contracts Licenses

Certified Public Funds Investment Manager (CPFIM) Certification

Started with PFM: 2019

Started in the Field: 2005

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Tahsha’s current role is a senior managing consultant in Michigan on the asset management side of PFM. She assists school districts, local governments and municipalities with cash flow analyses, banking and investment policy reviews in assessing their cash management and investment needs. She has over 15 years of Banking and Wealth Management experience. She’s worked for JP Morgan and Citizens Bank Wealth Management, where she was solely responsible for managing the assets of high net worth clients. 

Tahsha currently holds FINRA Series 6 and 63 licenses as well as Life and Health Insurance and Variable Contracts Licenses. She recently obtained her Certified Public Funds Investment Manager (CPFIM) certification as well from the Association of Public Treasurers of the United States and Canada. Tahsha also recently received the “PFM Trusted Advisor Certificate” in 2019 from The Crummer Graduate School of Business.

In addition, Tasha is currently an active member of the Michigan Women in Public Finance, Michigan Schools and Business Officials and Michigan Government Finance Officers Association. She also volunteers as a mentor for SisterFriends Detroit and is an active supporter of “A Beautiful Me”, a nonprofit organization which helps to foster positive self esteem in girls and women.

 
Contact

555 Briarwood Circle
Suite 333
Ann Arbor, MI 48108

mitchellt@pfm.com
734.794.2543 office
248.514.4393 cell

Specialties
Consulting, Asset Management

Higher Education, K-12 Schools, State & Local Governments

Education
Associates in Business Administration
Macomb Community College

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Life and Health Insurance and Variable Contracts Licenses

Certified Public Funds Investment Manager (CPFIM) Certification

Started with PFM: 2019

Started in the Field: 2005

Print/Save as PDF

Download Vcard

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