Richard D. Babbe, CCM

Senior Managing Consultant
PFM Asset Management LLC

Contact

1 California Street
Suite 1000
San Francisco, CA 94111

babber@pfmam.com
214.705.0274 office
949.230.6896 cell

Specialties
State & Local Governments

Education
B.A. in Architecture
University of California, Berkeley

MBA in Finance and Real Estate
UCLA Anderson Graduate School of Management

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

AFP Certified Cash Manager (CCM)

Started with PFM: 1999

Started in the Field: 1989

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Richard is a senior managing consultant with the California investment advisory group. He joined PFM Asset Management in 1999 and serves as a project manager for the firm's California clients. His responsibilities include serving as a liaison between clients and the trading room, as well as coordinating information about liquidity needs, new funds available for investment and general client needs. He works closely with clients to formulate and implement a customized investment strategy designed to meet their specific investment objectives. He also conducts training sessions for industry groups and clients regarding investment fundamentals and investment management techniques.

Prior to joining the firm, Richard worked in government banking and public finance with Wells Fargo Bank, First Interstate Bank and Connell and Associates.

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