Surya Mrunalini Pisapati
Director of Research - Equity at PFM Asset Management LLC
Profile
Ms. Surya M.
Pisapati, CFA MBA, is a Director at PFM Asset Management LLC.
She's part of the multi-asset class management team.
In her role, she is responsible for manager selection and oversight that includes sourcing new manager ideas as well as continued monitoring of existing allocations.
She also serves as a portfolio strategist assisting clients in customizing portfolios.
Additionally, she also assists the chief multi-asset class strategist in economic research and analysis and plays an integral role in communicating the investment process and portfolio decisions across the firm.
She also serves as a member of the Multi-Asset Class Investment Committee and Economic and Capital Market Outlook Committee.
Prior to joining PFM Asset Management in 2016, she served as director of investment at a local family office with experience including manager due-diligence, strategic and tactical allocation modeling and developing proprietary portfolio allocation and manager selection tools.
She started her career working at Macquarie Group in Australia, as an investment analyst within a publicly listed real estate investment trust (REIT) fund.
She earned her Master of Science in Finance degree from Villanova University, a B.S.
in Mechanical Engineering degree from Jawaharlal Nehru Technological University (JNTU) College of Engineering and an MBA from Indian Institute of Management.
She has Chartered Financial Analyst designation.
Surya Mrunalini Pisapati active positions
Companies | Position | Start |
---|---|---|
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. | Director of Research - Equity | 2016-04-30 |
Former positions of Surya Mrunalini Pisapati
Companies | Position | End |
---|---|---|
Spouting Rock Financial Partners LLC (Private Equity)
Spouting Rock Financial Partners LLC (Private Equity) Investment ManagersFinance Spouting Rock Financial Partners LLC (Private Equity) (Spouting Rock Financial Partners) is a private equity/venture capital operating division of Spouting Rock Financial Partners LLC founded in 2006 by Blakely Chapman Page. The firm is headquartered in Bryn Mawr, Pennsylvania. | Private Equity Investor | 2016-03-31 |
MACQUARIE GROUP LIMITED | Corporate Officer/Principal | - |
Training of Surya Mrunalini Pisapati
Villanova University | Graduate Degree |
Indian Institute of Management Ahmedabad | Masters Business Admin |
Jawaharlal Nehru Technological University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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MACQUARIE GROUP LIMITED | Finance |
Private companies | 2 |
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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 |
Spouting Rock Financial Partners LLC (Private Equity)
Spouting Rock Financial Partners LLC (Private Equity) Investment ManagersFinance Spouting Rock Financial Partners LLC (Private Equity) (Spouting Rock Financial Partners) is a private equity/venture capital operating division of Spouting Rock Financial Partners LLC founded in 2006 by Blakely Chapman Page. The firm is headquartered in Bryn Mawr, Pennsylvania. | Finance |
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