Marty Paul Margolis

President at PFM Asset Management LLC

Marty Paul Margolis

Marty Paul Margolis

President at PFM Asset Management LLC

Overview
Career Highlights

PFM Group, Inc.
PFM Asset Management LLC

RelSci Relationships

444

Number of Boards

2

Contact Data
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Relationships
RelSci Relationships are individuals Marty Paul Margolis likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chairman & Managing Director at PFM Group, Inc.

Relationship likelihood: Strong

Managing Director at PFM Asset Management LLC

Relationship likelihood: Strong

Treasurer/Assistant Secretary/Manager at PFM Asset Management LLC

Relationship likelihood: Strong

Chief Executive Officer & Manager 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

Managing Director at PFM Asset Management LLC

Relationship likelihood: Strong

Chief Financial Officer at PFM Group, Inc.

Relationship likelihood: Strong

Managing Director at PFM Asset Management LLC

Relationship likelihood: Strong

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Marty Paul Margolis
President at PFM Asset Management LLC
Education

The University of Pennsylvania (commonly referred to as Penn or UPenn) is a private, Ivy League university, located in Philadelphia, Pennsylvania, United States. Penn considers itself the fourth-oldest institution of higher education in the United States, as well as the first university in the United States with both undergraduate and graduate studies.

PhD

The oldest corporation in the Western Hemisphere is the Harvard Corporation, known formally as the President and Fellows of Harvard College. It is the smaller of Harvard’s two governing boards; the other is the Board of Overseers. Following are the members of the Harvard Corporation.

Career History
President
1995 - 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 Investment Officer & Managing Director
1978 - 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.

Treasurer & Director
1995 - ?

Part of PFM I LLC, Public Financial Management, Inc. is an American company located in Philadelphia, PA, that provides investment advisory services. JoAnne Carter is the current CEO of the firm.

Boards & Committees
Member, Board of Directors
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.

Treasurer & Director
1995 - ?

Part of PFM I LLC, Public Financial Management, Inc. is an American company located in Philadelphia, PA, that provides investment advisory services. JoAnne Carter is the current CEO of the firm.

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