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Kyle Spand Jones
Direktor/Vorstandsmitglied bei PFM Asset Management LLC
Profil
Mr. Kyle S.
Jones is a Managing Director at PFM Asset Management LLC.
He joined PFM in 2012 and is the co-head of the Portfolio Strategies Group (PSG).
He leads PSG’s efforts in the investment strategy development process for many large and strategically important PFM client relationships.
He works primarily with clients of the separate account business by helping to devise customized portfolio strategies designed to meet their specific investment needs.
In addition, he assists in the creation and delivery of firm's views and strategies to clients, prospects and third-party consultants.
He is a Fixed Income Investment Committee Member, Credit Committee Member, as well as a member of the firm’s Board of Directors and Office of Diversity, Equity, and Inclusion.
Mr. Jones spent 10 years at JPMorgan Chase in a variety of capacities, most recently as an investment specialist for their Institutional Sales business.
He earned his bachelor’s degree in Business Management from Dillard University, and his MBA in Finance and Strategic Management from the University of Chicago’s Booth School of Business.
He holds the Financial Industry Regulatory Authority Series 7 and 63 licenses.
Aktive Positionen von Kyle Spand Jones
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. | Direktor/Vorstandsmitglied | 01.01.2012 |
Ehemalige bekannte Positionen von Kyle Spand Jones
Unternehmen | Position | Ende |
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JPMorgan Chase Bank, NA (New York)
![]() JPMorgan Chase Bank, NA (New York) Major BanksFinance JPMorgan Chase Bank, NA provides commercial banking services. It offers investment banking, merchant services, and institutional asset management services. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
Ausbildung von Kyle Spand Jones
Dillard University | Undergraduate Degree |
The University of Chicago Booth School of Business | Masters Business Admin |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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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 |
JPMorgan Chase Bank, NA (New York)
![]() JPMorgan Chase Bank, NA (New York) Major BanksFinance JPMorgan Chase Bank, NA provides commercial banking services. It offers investment banking, merchant services, and institutional asset management services. The company is headquartered in New York, NY. | Finance |