Asset Management Professionals

Asset Management Professionals

The PFM Group's expertise is unparalleled. We are distinguished by having highly experienced senior professionals who have specialized in serving institutional investors for many years.

Our clients benefit from the coordinated efforts of an engagement team consisting of portfolio managers, trading assistants, consultants, analysts and client representatives.

This team approach provides clients with close personal attention while leveraging PFM's extensive resources and experience.

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Robert Leli Senior Managing Consultant
Email:
lelir@pfm.com
Phone:
312-977-1570
Office:
Chicago
Business Specialty:
Asset Management
Jim Link Managing Director
Email:
linkj@pfm.com
Phone:
215-567-6100
Office:
Philadelphia
Business Specialty:
Asset Management, PFM Advisor
Carole Loehr Senior Managing Consultant
Email:
loehrc@pfm.com
Phone:
612-338-3535
Office:
Minneapolis
Business Specialty:
Asset Management
Rich Lorenz Senior Marketing Representative
Email:
lorenzr@pfm.com
Phone:
612-338-3535
Office:
Minneapolis
Business Specialty:
Asset Management