Shruti Mohan

Senior Managing Consultant
PFM Asset Management LLC

 

Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

mohans@pfmam.com
215.814.1935 office

Education
B.A. in Mathematics
Mount Holyoke College

Professional Designations or Licenses
FINRA Series 6 and 63

Started with PFM: 2016

Started in the Field: 2016

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Shruti Mohan is a senior managing consultant for PFM Asset Management. Shruti joined the firm’s investment advisory team in July 2016 and is currently located in the Philadelphia office. Shruti is responsible for supporting institutional client relationships and business development efforts for the firm’s multi-asset class management practice in the South, Midwest and West regions – concentrating on pension, OPEB, endowment and foundation, and long-term investment assets. She is also responsible for day-to-day operations of the firm’s Multi-Manager Funds.

Prior to joining the Philadelphia office, Shruti completed the firm’s 20-month rotational program, which included four months in the firm’s Accounting, Marketing, Client Services, Portfolio Strategy and Multi-Asset Class Management groups. This experience has allowed her to help the firm’s institutional clients with their overall investment needs.

 

Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

mohans@pfmam.com
215.814.1935 office

Education
B.A. in Mathematics
Mount Holyoke College

Professional Designations or Licenses
FINRA Series 6 and 63

Started with PFM: 2016

Started in the Field: 2016

Print/Save as PDF

Download Vcard