Surya Mrunalini Pisapati
Direktor der Forschung - Eigenkapital bei PFM Asset Management LLC
Profil
Ms. Surya M.
Pisapati, CFA MBA, is a Director at PFM Asset Management LLC.
She's part of the multi-asset class management team.
In her role, she is responsible for manager selection and oversight that includes sourcing new manager ideas as well as continued monitoring of existing allocations.
She also serves as a portfolio strategist assisting clients in customizing portfolios.
Additionally, she also assists the chief multi-asset class strategist in economic research and analysis and plays an integral role in communicating the investment process and portfolio decisions across the firm.
She also serves as a member of the Multi-Asset Class Investment Committee and Economic and Capital Market Outlook Committee.
Prior to joining PFM Asset Management in 2016, she served as director of investment at a local family office with experience including manager due-diligence, strategic and tactical allocation modeling and developing proprietary portfolio allocation and manager selection tools.
She started her career working at Macquarie Group in Australia, as an investment analyst within a publicly listed real estate investment trust (REIT) fund.
She earned her Master of Science in Finance degree from Villanova University, a B.S.
in Mechanical Engineering degree from Jawaharlal Nehru Technological University (JNTU) College of Engineering and an MBA from Indian Institute of Management.
She has Chartered Financial Analyst designation.
Aktive Positionen von Surya Mrunalini Pisapati
Unternehmen | Position | Beginn |
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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. | Direktor der Forschung - Eigenkapital | 01.05.2016 |
Ehemalige bekannte Positionen von Surya Mrunalini Pisapati
Unternehmen | Position | Ende |
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Spouting Rock Financial Partners LLC (Private Equity)
Spouting Rock Financial Partners LLC (Private Equity) Investment ManagersFinance Spouting Rock Financial Partners LLC (Private Equity) (Spouting Rock Financial Partners) is a private equity/venture capital operating division of Spouting Rock Financial Partners LLC founded in 2006 by Blakely Chapman Page. The firm is headquartered in Bryn Mawr, Pennsylvania. | Private Equity Investor | 01.04.2016 |
MACQUARIE GROUP LIMITED | Corporate Officer/Principal | - |
Ausbildung von Surya Mrunalini Pisapati
Villanova University | Graduate Degree |
Indian Institute of Management Ahmedabad | Masters Business Admin |
Jawaharlal Nehru Technological University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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MACQUARIE GROUP LIMITED | Finance |
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 |
Spouting Rock Financial Partners LLC (Private Equity)
Spouting Rock Financial Partners LLC (Private Equity) Investment ManagersFinance Spouting Rock Financial Partners LLC (Private Equity) (Spouting Rock Financial Partners) is a private equity/venture capital operating division of Spouting Rock Financial Partners LLC founded in 2006 by Blakely Chapman Page. The firm is headquartered in Bryn Mawr, Pennsylvania. | Finance |