Donald W. Grant

Director
PFM Asset Management LLC

 

Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

grantd@pfmam.com
215.557.1225 office

Specialties
Outsourced Chief Investment Officer (OCIO)

State & Local Governments

Education
B.S. in Business Administration
Temple University

M.S. in Investment Management
Temple University

Professional Designations or Licenses
FINRA Series 6 and 63

Started with PFM: 2016

Started in the Field: 2016

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Donald is a director with PFM Asset Management and serves as the OCIO Specialists National Team Lead. He is responsible for managing the OCIO specialists and facilitating institutional client relationships and business development efforts for the firm’s OCIO practice – concentrating on pension, OPEB, endowment and foundation, and long-term investment assets.

In 2016, Donald started his career at the firm in the performance reporting and client services department, providing timely monthly and quarterly client performance reporting and fulfilling all facets of client service and business development needs. Donald then spent one year at The Swarthmore Group where he served as the Director of Client and Consulting Services and as the Interim Chief Investment Officer.

Prior to joining the firm, Donald served six years on active duty in the United States Air Force where he deployed twice to Afghanistan in support of Operation Enduring Freedom. Donald served as a Senior Signals Intelligence Analyst at the National Security Agency supporting joint service commanders in strategic and tactical decision making.

Donald completed his Bachelor of Business Administration in Finance and Master of Science in Investment Management at Temple University. He is a member and serves as the Treasurer of The Bond Club of Philadelphia, and is a member of the Pennsylvania and Maryland Government Finance Officers Associations.

 

Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

grantd@pfmam.com
215.557.1225 office

Specialties
Outsourced Chief Investment Officer (OCIO)

State & Local Governments

Education
B.S. in Business Administration
Temple University

M.S. in Investment Management
Temple University

Professional Designations or Licenses
FINRA Series 6 and 63

Started with PFM: 2016

Started in the Field: 2016

Print/Save as PDF

Download Vcard