David J. Calvert, CFA

Director

Contact

213 Market Street
Harrisburg, PA 17101

calvertd@pfmam.com
717.231.6293 office

Education
B.S. in Business Administration
with a concentration in Finance and Accounting
Bloomsburg University

M.S. in Finance
Boston College

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

FINRA Series 6, and 63 Licenses

Started in the Field: 2000

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David Calvert manages client relationships for the East region. He is responsible for structuring prudent investment programs consistent with his clients’ goals and objectives. This entails developing investment policies, modeling and forecasting cashflows, identifying investment strategies, and coordinating with portfolio management and back-office teams.

David’s clients range from municipal governments, transportation authorities, state treasurers and higher education institutions. Investment mandates range from bond proceeds, short- to intermediate-term fixed income separately managed accounts (SMAs) and multi-asset class (MACM) investment strategies.

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