Kerri Staub

Senior Managing Consultant at PFM Group, Inc.

Kerri Staub

Kerri Staub

Senior Managing Consultant at PFM Group, Inc.

Biography

Ms. Kerri Staub is Senior Managing Consultant at PFM Asset Management LLC. She has been with PFM since 2007 and is also currently a member of the Credit Committee. Ms. Staub received her Bachelor of Science in Business Administration from Pennsylvania State University.

Overview
RelSci Relationships

311

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Chief Financial Officer at County of DeKalb (Georgia)

Relationship likelihood: Strong

Senior Managing Consultant at PFM Asset Management LLC

Relationship likelihood: Strong

Director at PFM Asset Management LLC

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Managing Director at PFM Asset Management LLC

Relationship likelihood: Strong

Managing Director at PFM Asset Management LLC

Relationship likelihood: Strong

Director of Research at PFM Asset Management LLC

Relationship likelihood: Strong

Managing Director at PFM Asset Management LLC

Relationship likelihood: Strong

Managing Director at PFM Asset Management LLC

Relationship likelihood: Strong

Managing Director at PFM Group, Inc.

Relationship likelihood: Strong

Managing Director at PFM Group, Inc.

Relationship likelihood: Strong

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Kerri Staub
Senior Managing Consultant at PFM Group, Inc.
Education

Penn State is a multicampus public research university that educates students from Pennsylvania, the nation and the world, and improves the well being and health of individuals and communities through integrated programs of teaching, research, and service. Penn State, founded in 1855 as an agricultural college, admitted its first class in 1859. Today Penn State is one of four “state-related” universities (along with the University of Pittsburgh, Temple University, and Lincoln University), institutions that are not state-owned and -operated but that have the character of public universities and receive substantial state appropriations.

Career History
Senior Managing Consultant
Current

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.

Senior Managing Consultant
2007 - Prior

PFM Asset Management offers discretionary advisory services for government, nonprofit and other institutional investors who seek to invest in fixed income and multi-asset class strategies. The securities they may recommend include U.S. Treasury securities, Federal Agency securities, high-grade corporate obligations, mortgage and asset backed securities, institutional mutual funds, and money market instruments. They arrange for the purchase and sale of these securities to meet the investment objectives and cash flow requirements of each client. PFM manages fixed-income portfolios, often on a total return basis. They also implement liability-driven strategies that seek to generate cash flows from a portfolio of fixed-income securities to match specific liabilities such as bond-funded construction draws or insurance liabilities. For clients whose objectives are measured by total return or income, the firm's investment approach emphasizes the use of active management strategies that seek to add value while limiting market and credit risk. For liability-driven investment portfolios, such as those funded with bond proceeds and used to pay project costs, PFM identifies securities whose cash flows are expected to meet a draw schedule and they modify the portfolio as the draw schedule changes or as investment opportunities present themselves.

Other Affiliations

Kerri Staub is affiliated with PFM Group, Inc., PFM Asset Management LLC

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Kerri Staub. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Kerri Staub's profile does not indicate a business or promotional relationship of any kind between RelSci and Kerri Staub.