Richard Kitaka Pengelly

Portfolio Manager-Fixed Income at PFM Asset Management LLC

Finance

Consumer Services

Profile

Mr. Richard K.
Pengelly, CFA, is a Managing Director at PFM Asset Management LLC.
He provides a broad range of investment advisory and portfolio management services to local governments and non-profit entities.
He has worked with all types of public sector investment portfolios including bond proceeds, long-term reserve funds, operating funds, and statewide pools.
He specializes in assisting organizations implement structural reforms in their investment programs.
He has more than two decades of experience providing investment and financial management expertise to public sector entities nationwide.
Prior to joining PFM Asset Management, he was head of municipal structuring for the Jefferies Municipal Securities Group, where his primary focus was structuring and executing financial product strategies with an emphasis on reducing financial portfolio risks for municipalities.
He received his B.S.
in Physics degree from Harvard University.
He is a Chartered Financial Analyst (CFA).
He is a member of the CFA Institute and the CFA Society of Orlando.
He is a Certified Treasury Professional (CTP) and a member of the Association of Financial Professionals.
He holds FINRA Series 6, 7, 53 and 63 licenses.

Richard Kitaka Pengelly 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.	Portfolio Manager-Fixed Income	2012-12-31

All active positions of Richard Kitaka Pengelly

Former positions of Richard Kitaka Pengelly

Companies	Position	End
Leucadia Asset Management LLC Leucadia Asset Management LLC Investment ManagersFinance Leucadia Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 as Jefferies Private Client Advisers LLC. They changed their name to Jefferies Investment Advisers LLC in 2006 and to Leucadia Asset Management LLC in 2021. The firm is a wholly owned subsidiary of Jefferies Financial Group, Inc. (NYSE: JEF). LAM provides advisory services to high net-worth individuals, trusts, estates, foundations, charitable organizations, corporations and other business entities.	Corporate Officer/Principal	2012-12-30
Rice Securities LLC Rice Securities LLC Investment Banks/BrokersFinance A subsidiary of Rice Financial Products Co., Apex Pryor Securities, Inc. is a broker/dealer headquartered in Houston. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research	Corporate Officer/Principal	-

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Training of Richard Kitaka Pengelly

Harvard University

Undergraduate Degree

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Linked companies

Private companies	3
Rice Securities LLC Rice Securities LLC Investment Banks/BrokersFinance A subsidiary of Rice Financial Products Co., Apex Pryor Securities, Inc. is a broker/dealer headquartered in Houston. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research	Finance
Leucadia Asset Management LLC Leucadia Asset Management LLC Investment ManagersFinance Leucadia Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 as Jefferies Private Client Advisers LLC. They changed their name to Jefferies Investment Advisers LLC in 2006 and to Leucadia Asset Management LLC in 2021. The firm is a wholly owned subsidiary of Jefferies Financial Group, Inc. (NYSE: JEF). LAM provides advisory services to high net-worth individuals, trusts, estates, foundations, charitable organizations, corporations and other business entities.	Finance
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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