Stephen Estes

Steve is the director of corporate OCIO (Outsourced Chief Investment Officer) sales for PFM Asset Management. The PFMAM OCIO Team provides customized multi-asset class investment strategies focused on delivering consistent, long-term results and portfolios designed to meet unique client objectives. Steve has national responsibility for developing new business opportunities and providing investment management solutions to a variety of institutional clients including corporate pension plans, captive insurance companies and non-profits.

Prior to joining PFMAM, Steve spent 20 years at Wells Capital Management and Wells Fargo Institutional Asset Advisors in portfolio management, relationship management and business development roles. Earlier in his career, he worked at Fidelity Investments and Zion’s Bank.