Dave Reeser

Portfolio Manager-Fixed Income chez 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.

Postes actifs de Dave Reeser

Sociétés	Poste	Début
PFM Asset Management LLC	Portfolio Manager-Fixed Income	01/04/2002

Anciens postes connus de Dave Reeser

Sociétés	Poste	Fin
Dauphin Deposit Bank & Trust Co.	Corporate Officer/Principal	-

Formation de Dave Reeser

The Pennsylvania State University	Masters Business Admin
Swarthmore College	Undergraduate Degree