Luke Schneider, CFA

Managing Director
PFM Asset Management LLC

 

Contact

1101 W. Washington Street
Tempe, AZ 85288

schneiderl@pfmam.com
520.260.1574 cell

Specialties
State & Local Governments, Endowments, Foundations & Charitable Institutions

Education
B.S. in Finance
University of Arizona

M.Acc.
University of Southern California

Professional Designations or Licenses
FINRA Series 7, 24 and 66 Licenses

Chartered Financial Analyst (CFA)

Started with PFM: 2015

Started in the Field: 2007

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Luke Schneider joined PFM Asset Management  in 2015 and oversees engagements in the Western region. Luke has extensive experience managing and advising on investment portfolios for institutional clients.

Prior to joining the firm, Luke was a managing director and senior portfolio manager at Government Portfolio Advisors (GPA) where he managed institutional investment portfolios. Before joining GPA, Luke spent four years with D.A. Davidson as a portfolio analyst and sales and trading representative.

Luke is a member of the CFA Institute and CFA Society of Tucson. He volunteers at many non-profits and is on the finance committee for the Community Foundation of Southern Arizona.

 

Contact

1101 W. Washington Street
Tempe, AZ 85288

schneiderl@pfmam.com
520.260.1574 cell

Specialties
State & Local Governments, Endowments, Foundations & Charitable Institutions

Education
B.S. in Finance
University of Arizona

M.Acc.
University of Southern California

Professional Designations or Licenses
FINRA Series 7, 24 and 66 Licenses

Chartered Financial Analyst (CFA)

Started with PFM: 2015

Started in the Field: 2007

Print/Save as PDF

Download Vcard