Karriereverlauf von Marty Margolis
Ehemalige bekannte Positionen von Marty Margolis
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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. | Analyst-Festverzinsliche Wertpapiere | 01.07.2001 | 01.01.2022 |
| Chief Investment Officer | 01.07.2001 | 01.01.2022 | |
| Portfolio Manager-Fixed Income | 01.07.2001 | 01.01.2022 | |
| Präsident | 01.07.2001 | 01.01.2022 | |
PFM Group, Inc.
 PFM Group, Inc. Investment ManagersFinance PFM Group, Inc. provides financial and investment advisory services. It offers financial advisory, asset management, consulting, financial modeling, alternative finance, and specialized services. The company was founded in 1975 and is headquartered in Abington, PA. | Chief Investment Officer | 01.01.1978 | - |
Ausbildung von Marty Margolis
| University of Pennsylvania | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 4 |
Operativ
| Chief Investment Officer | 2 |
| Analyst-Fixed Income | 1 |
| Portfolio Manager-Fixed Income | 1 |
Sektoral
| Finance | 3 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
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 |
PFM Group, Inc.
PFM Group, Inc. Investment ManagersFinance PFM Group, Inc. provides financial and investment advisory services. It offers financial advisory, asset management, consulting, financial modeling, alternative finance, and specialized services. The company was founded in 1975 and is headquartered in Abington, PA. | Finance |
- Börse
- Insiders
- Marty Margolis
- Erfahrung
