Profil
Martin Paul Margolis worked as a Managing Director at PFM Asset Management LLC from 2001 to 2022.
He also worked as a Chief Investment Officer at PFM Group, Inc. Mr. Margolis received an undergraduate degree from the University of Pennsylvania.
Anciens postes connus de Marty Margolis
| Sociétés | Poste | Fin |
|---|---|---|
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. | President | 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. | Directeur en chef des Investissements | - |
Formation de Marty Margolis
| University of Pennsylvania | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 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 |
