Trish Oppeau

Director
PFM Asset Management LLC

 

Contact

1525 Kisker Road
St. Charles, MO 63304

oppeaut@pfmam.com
314.619.1792 office

Specialties
State & Local Governments

Education
B.S. in Communications Management
Missouri State University

MBA
University of St. Louis

Professional Designations or Licenses
FINRA Series 7 and 63

Started with PFM: 2017

Started in the Field: 1998

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Trish Oppeau joined PFM Asset Management with 19 years of investment experience. As a director overseeing the St. Louis office, Trish is responsible for managing client relationships throughout Missouri. She assists municipal governments, school districts, colleges and universities, and other political subdivisions with their cash flow analysis and overall investment needs. Her responsibilities also include providing a range of investment advisory and consulting services, developing investment policies and monitoring guidelines and strategy implementation.

Prior to joining the firm, Trish was a vice president at Advisory Research where she was responsible for client services and new business development. Formerly, she served as a senior marketing assistant with Kennedy Capital Management in St. Louis. Trish’s experience also includes roles held at Stifel, Nicolaus & Company, CBIC Oppenheimer and Edward Jones.

 

Contact

1525 Kisker Road
St. Charles, MO 63304

oppeaut@pfmam.com
314.619.1792 office

Specialties
State & Local Governments

Education
B.S. in Communications Management
Missouri State University

MBA
University of St. Louis

Professional Designations or Licenses
FINRA Series 7 and 63

Started with PFM: 2017

Started in the Field: 1998

Print/Save as PDF

Download Vcard