Dave Reeser
Portfolio Manager-Fixed Income bei PFM Asset Management LLC
Profil
Mr. David J.
Reeser, CFA MBA, is a Managing Director at PFM Asset Management LLC.
Mr. Reeser leads PFMAM’s fixed income ESG investment service.
In this role, he works with public sector and non-profit clients to design and implement customized fixed income ESG investment strategies.
He is also responsible for business development, leading ESG initiatives, managing ESG client service, and providing client education.
He is also a co-leader of PFMAM’s investment advisory team in the Northeastern U.S.
He is responsible for developing and managing investment programs for public sector and non-profit clients.
He provides organizations with a broad range of services designed to enhance their investment programs, including updating their investment policies and indentures, evaluating cash flow requirements, and developing and implementing customized investment strategies.
In addition, he developed and managed PFMAM’s Arbitrage Rebate Compliance practice.
In this capacity, he led business development and client management efforts, provided training and quality control, and developed the methodology and approach utilized by the team.
He also identified and employed solutions to reduce liabilities and assisted organizations with responding to IRS audits.
He was previously responsible for organizing and leading the training provided to PFMAM analysts.
He has a B.A.
in Economics from Swarthmore College and an MBA from Pennsylvania State University.
He is a CFA charter holder.
Aktive Positionen von Dave Reeser
Unternehmen | Position | Beginn |
---|---|---|
PFM Asset Management LLC
PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Portfolio Manager-Fixed Income | 01.04.2002 |
Ehemalige bekannte Positionen von Dave Reeser
Unternehmen | Position | Ende |
---|---|---|
Dauphin Deposit Bank & Trust Co. | Corporate Officer/Principal | - |
Ausbildung von Dave Reeser
Swarthmore College | Undergraduate Degree |
The Pennsylvania State University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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PFM Asset Management LLC
PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Finance |
Dauphin Deposit Bank & Trust Co. | Finance |