Bill Whale
Global Alternatives Manager at U.S. Bancorp Asset Management | Philadelphia, Pennsylvania, United States
Bill Whale’s Email & Phone Number
VerifiedFree account · No credit card · 5 profiles/month
Global Alternatives Manager at U.S. Bancorp Asset Management in October 2024 - Present
Global Alternatives Manager at PFM Asset Management LLC in February 2021 - October 2024
Senior Research Analyst at PFM Asset Management LLC in July 2018 - February 2021
Research Analyst at PFM Asset Management LLC in December 2017 - June 2018
Analyst, Investment Services at PFM Asset Management LLC in June 2016 - November 2017
Property Securitization Consultant at Stern Properties, Inc. in January 2016 - May 2016
Equities Research Analyst at ARK Wealth Management in December 2015 - January 2016
E-Commerce and Finance Associate at Corbin's Footwear in August 2015 - December 2015
Senior Associate at Your Insurance Group in July 2014 - October 2014
Bank Teller at Fulton Bank in May 2013 - August 2013
Lock Haven University of Pennsylvania, Bachelor of Science (B.S.), January 2012 to January 2016
CFA Institute, Chartered Financial Analyst, January 2016 to January 2018
CAIA Association, Chartered Alternative Investment Analyst, January 2017 to January 2018
PFM Asset Management (PFMAM) provides investment services to public sector entities including state and local governments, self-insurance risk pools, public pension, and other post-employment benefit funds (OPEB). We have served the public sector for over 40 years with solutions for fixed income and multi-asset portfolios, as well as turnkey solutions for local government investment pools (LGIP) and other specialized services including arbitrage rebate and bond proceeds investments. PFM Asset Management is a division of U.S. Bancorp Asset Management, Inc., which is the legal entity providing investment advisory services. U.S. Bancorp Asset Management, Inc. is a registered investment adviser, a direct subsidiary of U.S. Bank N.A. and an indirect subsidiary of U.S. Bancorp. U.S. Bank N.A. is not responsible for and does not guarantee the products, services, or performance of U.S. Bancorp Asset Management, Inc. NOT FDIC INSURED : NO BANK GUARANTEE : MAY LOSE VALUE
Discover more about U.S. Bancorp Asset Management
Director of Client Relations
Director of Client Relations at U.S. Bancorp Asset Management
(October 2024 – Present)
OCIO Strategist | Institutional Business Development | Consultant Relations
Director, OCIO Solutions at PFM Asset Management LLC
(January 2017 – Present)
Senior Portfolio Strategist at Chandler Asset Management, Inc.
Senior Portfolio Strategist at Chandler Asset Management, Inc.
(January 2025 – Present)
Head of Middle Market Institutional Sales & Consultant Relations at Russell Investments
Head of Middle Market Institutional Sales & Consultant Relations at Russell Investments
(August 2024 – Present)
Director, PFM Asset Management, a division of U.S. Bancorp Asset Management, Inc.
Director, PFM Asset Management, a division of U.S. Bancorp Asset Management, Inc. at U.S. Bancorp Asset Management
(July 2022 – Present)
Head of Core Fixed Income - PFM Asset Management, a Division of U.S. Bancorp Asset Management, Inc.
Head of Core Fixed Income at PFM Asset Management
(January 2024 – Present)
What is Bill Whale email address?
Email Bill Whale at [email protected] and [email protected]. This email is the most updated Bill Whale's email found in 2026.
How to contact Bill Whale?
To contact Bill Whale send an email to [email protected] or [email protected].
What company does Bill Whale work for?
Bill Whale works for U.S. Bancorp Asset Management.
What is Bill Whale's role at U.S. Bancorp Asset Management?
Bill Whale is Global Alternatives Manager
