Nicholas Groff

Senior Portfolio Accountant
PFM Asset Management LLC

 

Contact

213 Market Street
Harrisburg, PA 17101

groffn@pfmam.com
717.213.3815 office

Education
B.S. in Finance
Pennsylvania State University

MBA
Lebanon Valley College

Started with PFM: 2011

Started in the Field: 2011

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Nick currently serves as the manager of the multi-asset class accounting group (MACM) after his promotion to the role in October 2022.  His primary responsibilities include the PFMAM Multi-Manager Series Trust (MMST) funds, billing, monthly and quarterly performance, and overseeing the day-to-day MACM functions.  Additionally, Nick assists the Investment Services Group; in particular, he is aiding the policy review group with coding investment policy guidelines and loading daily cash and securities transactions into Bloomberg AIM.

Nick joined PFM Asset Management in the summer of 2011 after completing his undergraduate degree in Finance at Pennsylvania State University. He has spent his entire tenure in the Accounting Department, beginning as an investment accountant for the Pooled funds. In 2013, Nick transitioned to the Separately Managed Accounts side of the Accounting Department. His duties in that role included the reconciliation of separately managed accounts predominantly in the southern United States, client statement generation and publication, and Schedule D reporting.  With his recent promotion to manager of MACM accounting, Nick has now gained experience in all sectors of the Accounting Department: Pools, Separately Managed Accounts, MACM and reporting.

 

Contact

213 Market Street
Harrisburg, PA 17101

groffn@pfmam.com
717.213.3815 office

Education
B.S. in Finance
Pennsylvania State University

MBA
Lebanon Valley College

Started with PFM: 2011

Started in the Field: 2011

Print/Save as PDF

Download Vcard