Bob Cheddar
Corporate Officer/Principal at CFA Institute
Profile
Mr. Robert Cheddar, CFA MBA, is a Managing Director at PFM Asset Management LLC, a Member at CFA Institute and at CFA Society of Philadelphia.
He joined PFM’s asset management business in 2004 as a senior portfolio manager and was promoted to managing director in 2011.
He manages client accounts across the country, specializing in high-quality fixed-income assets.
He is responsible for the management of client assets in separate portfolios for cities, counties, insurance and self-insurance organizations, school districts, state and local government agencies, public finance authorities, and universities.
Assets under management include operating funds, capital reserves, bond proceeds, and other post-employment benefits obligation funds.
In addition to being a managing director, he serves as Chief Credit Officer and Chair of the Fixed-Income Credit Committee, leading a team responsible for independent credit research and strategy.
This team conducts all internal credit research for both local government investment pools and separately managed accounts and is responsible for the analysis and oversight of all of the PFM’s asset management clients’ credit exposure.
He received his MBA from the Pennsylvania State University and a B.S.
in Business Administration from Susquehanna University.
He holds the Chartered Financial Analyst designation, and is a member of the CFA Institute and the CFA Society of Philadelphia.
Bob Cheddar active positions
| Companies | Position | Start |
|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | 2011-07-21 |
| CFA Society of Philadelphia | Corporate Officer/Principal | 2011-07-21 |
PFM Asset Management LLC
 PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Portfolio Manager-Fixed Income | 2003-12-31 |
Former positions of Bob Cheddar
| Companies | Position | End |
|---|---|---|
Wilmington Trust Corp.
 Wilmington Trust Corp. Major BanksFinance Wilmington Trust Corp. provides banking and financial services. It also creates a relationship management company that helps individual and institutional clients increase and preserve their wealth. The firm operates through four segments in three core businesses: Regional Banking, Corporate Client Services and Wealth Advisory Services. The Regional Banking Services serves commercial clients throughout the mid-Atlantic region and consumer clients in the state of Delaware. The Wealth Advisory Services serves high-net-worth clients throughout the United States. The Corporate Client Services serves institutional clients. The company was founded by T. Coleman duPont on July 8, 1903 and is headquartered in Wilmington, DE. | Corporate Officer/Principal | - |
Training of Bob Cheddar
| Susquehanna University | Undergraduate Degree |
| The Pennsylvania State University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Wilmington Trust Corp.
Wilmington Trust Corp. Major BanksFinance Wilmington Trust Corp. provides banking and financial services. It also creates a relationship management company that helps individual and institutional clients increase and preserve their wealth. The firm operates through four segments in three core businesses: Regional Banking, Corporate Client Services and Wealth Advisory Services. The Regional Banking Services serves commercial clients throughout the mid-Atlantic region and consumer clients in the state of Delaware. The Wealth Advisory Services serves high-net-worth clients throughout the United States. The Corporate Client Services serves institutional clients. The company was founded by T. Coleman duPont on July 8, 1903 and is headquartered in Wilmington, DE. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
| CFA Society of Philadelphia | |
PFM Asset Management LLC
PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Finance |
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