Joe Creason
Analyst-Fixed Income at PFM Asset Management LLC
Profile
Mr. Joseph W.
Creason, CFA, is a Director & Senior Portfolio Manager at PFM Asset Management LLC.
He supports the firm’s trading desk.
His responsibilities involve managing fixed-income assets and developing customized strategies for client operating funds and bond proceeds accounts.
He focuses on the firm’s total return clients and has expertise in the government investment codes for various states.
Mr. Creason is the firm’s lead analyst for callable federal agency securities and is on the Fixed-Income Credit Committee.
He is also actively involved in developing and implementing portfolio strategies across the firm’s actively managed separate accounts.
In addition to his work managing separate accounts, he develops and executes escrow transactions for PFM’s Structured Products Group.
He received his B.A.
in Finance from Shippensburg University of Pennsylvania.
Joe Creason 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. | Analyst-Fixed Income | - |
Training of Joe Creason
Shippensburg University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
---|---|
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 |
- Stock Market
- Insiders
- Joe Creason