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Contact Us


Johnson_Brian

Brian Johnson
Director
johnsonb@pfmam.com

 

Brian joined PFM Asset Management in September of 2014 and is a director in the Minneapolis office. He focuses on providing fixed income and multi-asset class investment advisory services to municipalities, school districts and other public entities across the upper Midwest. He has experience in advising clients in investment pools, structuring investment portfolios, cash flow forecasting and investment policy development.

Brian is a member of numerous government and education finance organizations. He has served on the Minnesota GFOA Executive Committee and is a frequent speaker at industry conferences on investment related topics.

Nelson_Danny_Website

Danny Nelson
Director
nelsond@pfmam.com

 

Danny Nelson joined PFM Asset Management in 2002 and is currently a director in the Midwest region. He manages relationships for various clients in Illinois, Michigan and Minnesota. He helps municipal governments, school districts and other public authorities with cash flow analysis and overall investment needs. He provides investment advisory and consulting services, develops investment policies and monitors guidelines and strategy implementation. Danny provides clients with training and technical and analytical support with respect to their investment portfolios.

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Amber Cannegieter
Key Account Manager
cannegietera@pfmam.com

Amber Cannegieter joined PFM Asset Management LLC in 2013 as a Key Account Manager for PFMAM. As a Key Account Manager, Amber’s primary responsibility is to provide customer service in everyday functions such as onboarding and new client administration and also to serve as a client advocate, providing a “high touch, high value” experience, whatever the client’s additional needs may be.

Amber has a Bachelor of Science in Business Management from the Pennsylvania State University and is a Financial Industry Regulatory Authority (FINRA) registered representative holding Series 6, 7 and 63 licenses.

 

PFMAM serves as the MAGIC Fund Administrator. To find out more about how MAGIC can meet your needs, please call 1-800-731-7150. 

For Customer Service:
PFM Asset Management LLC
P.O. Box 11760
Harrisburg, PA 17108-1760
Toll-free: 1-800-731-7150 Option 2 
Fax:  888-535-0120
e-mail: CSGMWWRegion@pfmam.com

For Information Regarding Fixed Income Portfolios:
PFM Asset Management LLC
P.O. Box 11760
Harrisburg, PA 17108-1760 
Phone: 1-800-731-7150 Option 3
e-mail: CSGMWWRegion@pfmam.com

For Fund Sales:
PFM Fund Distributors, Inc.
213 Market Street 
Harrisburg, PA 17101
Phone: 1-800-731-7150
e-mail: CSGMWWRegion@pfmam.com

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This information is for institutional investor use only, not for further distribution to retail investors, and does not represent an offer to sell or a solicitation of an offer to buy or sell any fund or other security. Investors should consider the investment objectives, risks, charges and expenses before investing in any of the Fund's portfolios. This and other information about the Fund's portfolios is available in the Fund's current Information Statement, which should be read carefully before investing. A copy of the Fund's Information Statement may be obtained by calling 1-800-731-7150 or is available on the Fund's website at 
www.magicfund.org. While the MAGIC Portfolio seeks to maintain a stable net asset value of $1.00 per share and the MAGIC Term Portfolio seeks to achieve a net asset value of $1.00 per share at the stated maturity, it is possible to lose money investing in the Fund. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Shares of the Fund's portfolios are distributed by PFM Fund Distributors, Inc., member Financial Industry Regulatory Authority (FINRA) (www.finra.org) and Securities Investor Protection Corporation (SIPC) (www.sipc.org). PFM Fund Distributors, Inc. is an affiliate of PFM Asset Management LLC.  

 

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