Managing Director
PFM is a team of dedicated asset managers and financial professionals, helping our clients plan for their future
Global Chief Investment Strategist for multi-asset class, multi managers investment portfolios at an Outsourced Chief Investment Officer (OCIO) firm; Chairman of the Multi-Asset Class Investment Committee. Responsible for strategic and tactical asset allocation and manager selection. Oversee investment and trading staff. Lead thought leadership; contribute to new business development. Investment management of multi-asset class, multi managers portfolios Contribute to growing assets under management Direct and oversee investment and trading staff. Participate in new business development and client meetings Responsible for capital market assumptions; write white papers on relevant investment topics; give presentations at institutional investor conferences. Other revelant investment experience include: portfolio manager for US and international equity portfolios Investment Officer for multi-billion dollar defined benefit and defined contribution pension plans. CFA charter holder. My formal education includes a Bachelor’s in electrical engineering and a PhD from Columbia University.
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