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 Pisapati, CFA is an OCIO Portfolio Strategist located in Philadelphia, Pennsylvania. As part of the firm’s Outsourced Chief Investment Officer (OCIO) services, she leads a team that provides asset allocation studies, portfolio and market commentary, and portfolio analysis to support institutional client portfolios and investment committee decision-making. Her work includes portfolio strategy and implementation across a broad range of clients, as well as communicating investment process and portfolio decisions both internally and externally.

She began her career in the investment industry in 2007 and joined the firm in 2016. Surya earned a Bachelor of Science in Mechanical Engineering from Jawaharlal Nehru Technological University, a Master of Business Administration from the Indian Institute of Management, and a Master of Science in Finance from Villanova University. She holds the Chartered Financial Analyst® (CFA) designation.

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