Jack Wilhelm

Jack joined PFM Asset Management in 2009 and is a director in the Portfolio Strategies Group. He analyzes and develops investment strategies for current clients and prospects, supports investment advisory efforts across the country, assists in the creation of customized portfolios designed to meet specific cash flow needs and provides general analytical support to the firm’s trading desk.

Jack joined the firm as an investment analyst providing technical, analytical and marketing support for local government investment pools (LGIPs) and individual portfolio clients in the Northeast. His primary responsibilities included investment performance analysis, cash flow modeling, banking analysis, portfolio structuring and providing economic summaries and research.