Leo J. Karwejna

Chief Compliance Officer at PFM Asset Management LLC

Leo J. Karwejna

Leo J. Karwejna

Chief Compliance Officer at PFM Asset Management LLC

Overview
Career Highlights

Haverford Financial Services, Inc.

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President at PFM Asset Management LLC

Relationship likelihood: Strong

Managing Director at PFM Group, Inc.

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Chief Executive Officer & Manager at PFM Asset Management LLC

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Managing Director at PFM Asset Management LLC

Relationship likelihood: Strong

Managing Director at PFM Group, Inc.

Relationship likelihood: Strong

Managing Director at PFM Asset Management LLC

Relationship likelihood: Strong

Managing Director at PFM Asset Management LLC

Relationship likelihood: Strong

Treasurer/Assistant Secretary/Manager at PFM Asset Management LLC

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Head of Portfolio Strategies at PFM Asset Management LLC

Relationship likelihood: Strong

Managing Director at PFM Asset Management LLC

Relationship likelihood: Strong

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Leo J. Karwejna
Chief Compliance Officer at PFM Asset Management LLC
Education
BS in Finance

Saint Joseph's University is a private, coeducational Roman Catholic Jesuit university located in the Philadelphia suburb of Merion Station

Temple University is a national center of excellence in teaching and research with an international presence. Our talented faculty and broad curriculum of over 400 academic programs provide superior educational opportunities for academically talented and highly motivated students, without regard to their status or station in life.

JD

Temple University Beasley School of Law is committed to excellence in teaching, scholarship and service. The faculty is dedicated to preparing students to enter and continue in the legal profession with the highest level of skill possible, with a firm commitment to principles of professional responsibility, and with a sense of personal obligation to lead and to serve the communities in which they live and practice. We are dedicated to our traditional ideal of making opportunities for legal education accessible to talented students who might otherwise not have the opportunity and those who might encounter barriers due to race, creed, gender, disability, sexual orientation, gender identity, age, socioeconomic background, or other personal characteristics. The Law School seeks to maintain and strengthen our longstanding tradition of accessibility and diversity in order to pursue the goals of excellence in higher education and equal justice under the law.

Career History
Chief Compliance Officer
2011 - Current

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.

Chief Compliance Officer & Managing Director
Current

PFM Group, Inc. provides financial and investment advisory services. The firm specializes in asset management, management, budget consulting and bond proceeds management services. It serves to the environmental finance, general municipal, healthcare, schools, state revolving fund services and transportation industries. The company was founded on April 11, 1975 and is headquartered in Philadelphia, PA.

Vice President
2008 - 2011

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth. Today, we are one of the world's largest financial services institutions with operations in the United States, Asia, Europe, and Latin America. We also have one of the most recognized and trusted brand symbols: The Rock ®, an icon of strength, stability, expertise, and innovation.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Leo J. Karwejna. 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 Leo J. Karwejna's profile does not indicate a business or promotional relationship of any kind between RelSci and Leo J. Karwejna.
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