CoverProfile

Bill Whale

Manager, Global Alternatives

PFM Asset Management LLC

United States, Pennsylvania, Philadelphia

About Me

Bill Whale serves as the lead for global alternatives research within the multi-asset class management team. Bill develops PFM Asset Management’s model alternatives portfolios and the framework for building out and maintaining alternatives allocations for appropriate clients. Additionally, his role includes overseeing existing managers & prospecting of new alternative strategies. His sub-asset class views and manager proposals are presented to the MACM Investment Committee. Bill plays an integral role communicating alternatives industry trends and portfolio decisions across the firm. Bill graduated summa cum laude from Lock Haven University of Pennsylvania in 2016. He has since went on to ea
View more

Profile Information

Manager, Global Alternatives

PFM Asset Management LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Philadelphia

Pennsylvania

United States

May 16, 2024

More profiles to browse

Profile Photo
Floyd Simpson
Director
Profile Photo
Scott Stitcher
Director
Profile Photo
John Spagnola
Managing Director
AG
Alexander Goldsmith
Senior Managing Consultant

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Dennis Hanson
Principal
Jamison Hanson
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners