Floyd Simpson III, CFA, CAIA, CFP

Floyd joined PFMAM in 2019 and is a director in our OCIO business. He is a strategist within our OCIO Portfolio Strategies Group, which has daily oversight of all of our OCIO strategies. In this role, he provides analysis on the economic landscape and capital markets. Floyd also creates market commentary and thought leadership pieces for clients and presents at conferences and educational seminars. He serves on the Investment Committee and the Manager Review subcommittee.

Prior to joining the firm, Floyd worked as an investment officer where he was the associate portfolio manager for the Global and International Equity strategies. His duties included quarterly commentary on the developed markets and investment managers in his purview, monitoring the Global and Developed International Equity strategies, executing due diligence on managers across the G20 and Emerging Market regions, along with contributing intellectual content for ad hoc white papers. His experience includes working with retail and institutional clients to provide analysis and investment solutions.

Floyd serves on the Board of Trustees for A.T. Still University, Boys' Latin of Philadelphia, and is an Executive Board Member of the CFA Society of Philadelphia. He is a former Investment Committee member for the Truman State University Foundation Board.