Kyle Jones

Managing Director

 

Contact

213 Market Street
Harrisburg, PA 17101

jonesk@pfmam.com
717.231.6222 office

Education
B.A. in Business Management
Dillard University

MBA in Finance and Accounting
University of Chicago
Booth School of Business

Professional Designations or Licenses
FINRA Series 6, 26 and 63 Licenses

Started in the Field: 2002

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Kyle leads PFM Asset Management's East region, encompassing 21 states. In this role, he oversees engagements throughout the region and ensures that client-centric teams have the necessary resources to support and achieve client objectives. He is a member of the firm's Senior Leadership Team and contributes to the strategic direction of the business.

Previously, Kyle served as the Head of Portfolio Strategies, where he was a member of both the firm's Fixed Income Investment and Credit Committees. He contributed to the development of the fixed income investment strategy and acted as a liaison between the portfolio management team and clients nationwide.

Kyle often speaks at client training seminars and industry conferences, discussing economic developments, investment strategies, and fiduciary considerations.

 

Contact

213 Market Street
Harrisburg, PA 17101

jonesk@pfmam.com
717.231.6222 office

Education
B.A. in Business Management
Dillard University

MBA in Finance and Accounting
University of Chicago
Booth School of Business

Professional Designations or Licenses
FINRA Series 6, 26 and 63 Licenses

Started in the Field: 2002

Print/Save as PDF

Download Vcard