Bikram Chadha

Director
PFM Asset Management LLC

 

Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

chadhab@pfmam.com
215.814.1942 office

Specialties
Outsourced Chief Investment Officer (OCIO)

Healthcare, Higher Education, Endowments, Foundations & Charitable Institutions

Education
B.A. in Sociology
Stony Brook University

MBA in Finance
Villanova University

WMP in Advanced Finance
The Wharton School
of the University of Pennsylvania

Professional Designations or Licenses
FINRA Series 6 and 63

Started with PFM: 2016

Started in the Field: 2007

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Bikram Chadha joined PFM Asset Management in 2016 and currently serves as the national sales director for the not-for-profit market. In his role, Bikram is responsible for executing the growth strategy for the firm’s outsourced chief investment officer (OCIO) practice by cultivating and establishing relationships with endowments, foundations, and non-profit institutions. He is also a member of the firm’s endowment and foundation national practice.

In his prior role, Bikram was responsible for managing institutional client relationships as an OCIO specialist and led the OCIO specialist team covering the northeast region. Bikram started his career at Vanguard holding a variety of roles, most recently as an investment analyst in the institutional advice business. As an investment analyst, he provided portfolio and investment-related analysis, executed on trading responsibilities, and served on the relationship team for endowment, foundation, and pension clients totaling approximately $2 billion in assets under management.

Bikram is a member of the CFA Institute and CFA Society of Philadelphia. In the community, Bikram serves on the Board of Directors and is Chair of the Finance Committee of Uplift Center for Grieving Children, a non-profit organization based in Philadelphia, PA. Additionally, Bikram is a mentor to students at both Villanova School of Business and The Wharton School.

 

Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

chadhab@pfmam.com
215.814.1942 office

Specialties
Outsourced Chief Investment Officer (OCIO)

Healthcare, Higher Education, Endowments, Foundations & Charitable Institutions

Education
B.A. in Sociology
Stony Brook University

MBA in Finance
Villanova University

WMP in Advanced Finance
The Wharton School
of the University of Pennsylvania

Professional Designations or Licenses
FINRA Series 6 and 63

Started with PFM: 2016

Started in the Field: 2007

Print/Save as PDF

Download Vcard