Annette Gaston

Director
PFM Asset Management LLC

 

Contact

1101 W. Washington Street
Tempe, AZ 85288

gastona@pfmam.com
480.271.0432 office

Education
B.A. in Finance and Economics
Grand Canyon University

Professional Designations or Licenses
FINRA Series 6, 7, 63 and 66 Licenses

Started with PFM: 2018

Started in the Field: 2005

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Annette Gaston joined PFM Asset Management in 2018 as a senior managing consultant in the Chandler, AZ office. Annette oversees client relationships for public agency clients throughout the Western United States. Her responsibilities include investment advisory services, investment policy evaluation, economic research, portfolio analysis, and cash flow modeling.

Prior to joining the firm, Annette was a sales representative for Johnson & Johnson where she worked with key account clients in the Southern California market. Before joining Johnson & Johnson, Annette spent five years as a Consulting Group analyst managing private wealth and institutional client portfolios, in Arizona and Southern California. She brings a demonstrated history of working in the financial services industry, and multiple years of experience. She is an Arizona native and a graduate of Grand Canyon University where she pursued a degree in Finance and Economics.

 

Contact

1101 W. Washington Street
Tempe, AZ 85288

gastona@pfmam.com
480.271.0432 office

Education
B.A. in Finance and Economics
Grand Canyon University

Professional Designations or Licenses
FINRA Series 6, 7, 63 and 66 Licenses

Started with PFM: 2018

Started in the Field: 2005

Print/Save as PDF

Download Vcard