Surya Pisapati, CFA

OCIO Portfolio Strategist

 

Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

pisapatis@pfmam.com
215.557.1463 office

Education
B.S. in Mechanical Engineering
Jawaharlal Nehru Technological University (JNTU) College of Engineering

M.S. in Finance
Villanova University

MBA
Indian Institute of Management

Professional Designations or Licenses
Chartered Financial Analyst®

Started in the Field: 2007

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Surya serves as a director of our portfolio analytics and strategy team, within the OCIO Investment team. She leads a team of analysts providing asset allocation studies, portfolio and market commentary, and portfolio analysis to support client portfolios as well as investment committee decision making. In her role, Surya works on portfolio strategy and implementation across a broad range of institutional clients and assists with providing analysis and recommendations to the Investment Committee on asset allocation decisions. She also plays an integral role in communicating the investment process and portfolio decisions internally and externally. Surya is a voting member of the Investment Committee and the Manager Selection and Portfolio Construction Working Groups, and she works closely with the manager research team on portfolio construction and implementation while also assisting clients with customized mandates.

Surya earned her Master of Science in Finance degree from Villanova University where she was awarded the Bartley Medallion in recognition of outstanding achievement in finance.

 

Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

pisapatis@pfmam.com
215.557.1463 office

Education
B.S. in Mechanical Engineering
Jawaharlal Nehru Technological University (JNTU) College of Engineering

M.S. in Finance
Villanova University

MBA
Indian Institute of Management

Professional Designations or Licenses
Chartered Financial Analyst®

Started in the Field: 2007

Print/Save as PDF

Download Vcard