Zachary O’Grady

Zach joined PFM Asset Management (PFMAM) in July 2015 and is located in the Princeton, NJ office. He is responsible for marketing PFMAM’s investment advisory services to clients in the Northeast.

Zach works with clients to develop customized investment portfolios tailored to their specific goals and objectives. His responsibilities also include performance analysis, cash flow analysis, market research and creating client presentations.

Prior to joining the Princeton office in 2017, Zach was a client service representative in the Harrisburg, PA office. His responsibilities included onboarding and new client administration and serving as a resource to local governments throughout the Northeast.