David J. Calvert, CFA

Director

Contact

213 Market Street
Harrisburg, PA 17101

calvertd@pfmam.com
717.654.7632 office

Education
B.S. in Business Administration
with a concentration in Finance and Accounting
Bloomsburg University

M.S. in Finance
Boston College

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

FINRA Series 6, and 63 Licenses

Started in the Field: 2000

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David Calvert, CFA is a Director based in Harrisburg, Pennsylvania. He manages client relationships across the East region, helping municipal governments, transportation authorities, state treasurers, and higher education institutions structure investment programs aligned with their financial objectives. His responsibilities include developing investment policies, modeling cash flows, identifying portfolio strategies, and coordinating with portfolio management and operations teams to support implementation.

David earned a B.S. in Business Administration from Bloomsburg University and an M.S. in Finance from Boston College. He holds the Chartered Financial Analyst® (CFA) designation.

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