TA
 

Terra Armstrong

Institutional Sales and Relationship Manager

 

Contact

armstrongt@pfmam.com
734.994.9700 office
231.878.4168 cell

Education
B.S. in Business Administration
Central Michigan University

Professional Designations or Licenses
Certified Public Accountant

Started in the Field: 2020

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Terra has more than 30 years of experience managing and auditing the finances of public schools, municipalities, and non-profit organizations. Her responsibilities include helping clients create and evaluate investment policy statements, understand risk profile and investment objectives, determine appropriate asset allocation, manager evaluation, performance measurement, and providing portfolio guidance to help clients reach financial goals.

 

TA
 

Contact

armstrongt@pfmam.com
734.994.9700 office
231.878.4168 cell

Education
B.S. in Business Administration
Central Michigan University

Professional Designations or Licenses
Certified Public Accountant

Started in the Field: 2020

Print/Save as PDF

Download Vcard