Nathan Smith

Director
PFM Asset Management LLC

 

Contact

180 State Street
Suite 225
Southlake, TX 76092

smithn@pfmam.com
512.781.9887 office

Specialties
Primary & Secondary Education, State & Local Governments

Education
BBA
LeTourneau University

MID
Texas A&M University

Professional Designations or Licenses
FINRA Series 7 and 63 Licenses

Started with PFM: 2019

Started in the Field: 2006

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Nathan joined PFM Asset Management in 2019 as a senior managing consultant and is now a director. Nathan's public-sector experience includes providing investment advisory services to school districts, cities, counties, and many other municipal clients in Texas. He serves as lead client manager for the Texas Range Investment Program and PFMAM's separately managed accounts in Texas.

Before joining the firm, Nathan worked for a registered broker-dealer, providing sales and advisory services to Texas local government investors. Prior to that, Nathan worked for a Texas based investment advisory firm as a portfolio/relationship manager to local Texas governments, and began his public investment career as a financial analyst at the Lower Colorado River Authority (LCRA). He is a member of the Government Finance Officers Association of Texas (GFOAT), the Texas Association of School Business Officials (TASBO), and the Government Treasurers' Organization of Texas (GTOT).

After serving in the U.S. Marine Corps, Nathan earned his Bachelor of Business Administration from LeTourneau University and Master of Industrial Distribution from Texas A&M University.

 

Contact

180 State Street
Suite 225
Southlake, TX 76092

smithn@pfmam.com
512.781.9887 office

Specialties
Primary & Secondary Education, State & Local Governments

Education
BBA
LeTourneau University

MID
Texas A&M University

Professional Designations or Licenses
FINRA Series 7 and 63 Licenses

Started with PFM: 2019

Started in the Field: 2006

Print/Save as PDF

Download Vcard