Historial de carrera de Marty Margolis
Antiguos cargos conocidos de Marty Margolis.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
PFM Asset Management LLC
 PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Analista-Renta Fija | 01/07/2001 | 01/01/2022 |
| Director de Inversiones | 01/07/2001 | 01/01/2022 | |
| Portfolio Manager-Fixed Income | 01/07/2001 | 01/01/2022 | |
| Presidente | 01/07/2001 | 01/01/2022 | |
PFM Group, Inc.
 PFM Group, Inc. Investment ManagersFinance 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. | Director de Inversiones | 01/01/1978 | - |
Formación de Marty Margolis.
| University of Pennsylvania | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 4 |
Operativa
| Chief Investment Officer | 2 |
| Analyst-Fixed Income | 1 |
| Portfolio Manager-Fixed Income | 1 |
Sectorial
| Finance | 3 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
PFM Asset Management LLC
PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Finance |
PFM Group, Inc.
PFM Group, Inc. Investment ManagersFinance 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. | Finance |
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