Kenneth S. Donaldson, CFP, CTFA

Senior Portfolio Manager
PFM Asset Management LLC

Contact

kenneth.donaldson@usbank.com
513.632.2460 office

Specialties
Outsourced Chief Investment Officer (OCIO)

Insurance & Self-Insurance, Pensions & Other Post-Employment Benefits (OPEB), Endowments, Foundations & Charitable Institutions

Education
B.S in Finance, B.A. in Economics
University of Evansville

Professional Designations or Licenses
Certified Financial Planner (CFP)

Certified Trust and Fiduciary Advisor (CTFA)

Started with PFM: 2023

Started in the Field: 1992

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Ken is a senior institutional client portfolio manager who specializes in the management of investment portfolios as fiduciary agent for PFM Asset Management’s OCIO Team. He is responsible for establishing client investment objectives and implementing strategies making use of strategic and tactical asset allocation and a variety of investment solutions. Ken’s clients include pension funds, corporations, foundations, public entities, endowments and insurance companies.

Ken has more than 30 years of financial industry experience and has managed investment portfolios for institutional, municipal and private clients. He joined PFM Asset Management in 2023 when U.S. Bank consolidated all institutional client investment management resources under its U.S. Bancorp Asset Management subsidiary. He joined U.S. Bank’s Institutional Asset Management Group in 2012. Prior to joining PFMAM, Ken served as vice president of investments and financial planning with National Bank & Trust and has held positions as a futures and commodities broker for ICAP PLC, and a compliance auditor for broker/dealers.

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