Marty Margolis
Managing Director
- Email:
- margolism@pfm.com
- Business Specialty:
- Asset Management
- Office:
-
Harrisburg
One Keystone Plaza
Suite 300
Harrisburg, PA 17101
Phone: 717-232-2723
Fax: 717-233-6073
Marty Margolis founded the investment management business now conducted by PFM in 1980 and now is the Chief Investment Officer PFM Asset Management. As manager of the investment advisory business, Mr. Margolis oversees the development and implementation of client investment policies; all credit research and the management of client portfolios. He is president of PFM Asset Management LLC and a member of the board of directors of Public Financial Management, Inc.
He is also a leader in PFM's effort to build a pension advisory and management business and works closely with pension specialists in the PFM Advisors division. Mr. Margolis has been a leader in developing pooled investment programs for public agencies for more than 20 years, and has been involved in the development of statewide programs in Pennsylvania,California, Virginia, New Jersey, Florida, and Texas, and specialized pooled programs for the Government of the Virgin Islandsand the Massachusetts Health and Educational Facilities Authority. Under his management, PFM has developed new technologies and approaches to structuring and bidding refunding escrows, and programs to assist clients in structuring and pricing collateralized investment agreements, interest rate swaps and other financial products for bond proceeds..
Prior to his work in the investment advisory field, Mr. Margolis was Special Assistant to the Governor and Director of Program Development in the Pennsylvania Governor's Office where he had broad responsibility for budgetary, fiscal and debt management activities. Mr. Margolis has a Bachelor's Degree in History from the UniversityofPennsylvania, where he also completed course work for a Ph.D., and he was a Social Sciences Research Council Fellow at Harvard University. He has given many workshops and seminars on investment management and debt management for government officials and others.