Surya Pisapati, CFA

OCIO Portfolio Strategist

 

Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

pisapatis@pfmam.com
215.557.1463 office

Education
B.S. in Mechanical Engineering
Jawaharlal Nehru Technological University (JNTU) College of Engineering

M.S. in Finance
Villanova University

MBA
Indian Institute of Management

Professional Designations or Licenses
Chartered Financial Analyst®

Started in the Field: 2007

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Surya Pisapati serves as an OCIO portfolio strategist within the multi-asset class management team. In her role, she works on portfolio strategy and implementation across broad range of institutional clients. As a portfolio strategist, she assists with providing analysis and recommendations to the investment committee on asset allocation decisions, including vetting of existing positioning and new ideas. She also plays an integral role in communicating the investment process and portfolio decisions internally and externally. Surya is a voting member of the Investment Committee and the Manager Selection and Portfolio Construction working groups, and she works closely with manager research team on portfolio construction and implementation while also assisting clients with customized mandates. 

Surya earned her Master of Science in Finance degree from Villanova University where she was awarded the Bartley Medallion in recognition of outstanding achievement in finance.

 

Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

pisapatis@pfmam.com
215.557.1463 office

Education
B.S. in Mechanical Engineering
Jawaharlal Nehru Technological University (JNTU) College of Engineering

M.S. in Finance
Villanova University

MBA
Indian Institute of Management

Professional Designations or Licenses
Chartered Financial Analyst®

Started in the Field: 2007

Print/Save as PDF

Download Vcard