Floyd Simpson III, CFA, CAIA, CFP

Director

Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

simpsonf@pfmam.com
215.557.1435 office

Education
BBA in Finance
Truman State University

MBA in Business Administration
DePaul University

School of Continuing Studies
Financial Planning
Northwestern University

Professional Designations or Licenses
Chartered Financial Analyst®

Chartered Alternative Investment Analyst

Certified Financial Planner

FINRA Series 6 and 63 Licenses

Started in the Field: 2002

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Floyd serves as a director in our OCIO business and a strategist within the OCIO Portfolio Strategies Group, which has daily oversight over all 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.

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.

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