Luis Estrada Joins the OLAP and PMA Team
PMA, a premier full-service provider of financial and advisory services to local governments, is pleased to announce that Luis Estrada has joined the Oklahoma Liquid Asset Pool (OLAP) team as Coordinator, Sales and Relationship Management.
by Laura Fox MNTrust/PMA Achieves Significant Milestone – Reaching $4B in Fund Assets
MNTrust (the “Fund”), along with PMA, a premier full-service provider of financial and advisory services to local governments, achieved a significant milestone by reaching $4 billion in assets in MNTrust and its Fixed Income Investment Program as of June 5, 2024.
by Laura Fox PMA Financial Network, LLC Welcomes Nate Waldron as Associate Vice President, Relationship Manager
PMA, a premier full-service provider of financial and advisory services to local governments, is pleased to announce that Nathanial Waldron has joined the Pennsylvania School District Liquid Asset Fund (PSDLAF) team as Associate Vice President, Relationship Manager.
by Laura Fox PMA Financial Network, LLC Welcomes Brady Brucato, as Coordinator, Sales and Relationship Management
PMA, a premier full-service provider of financial and advisory services to local governments, is pleased to announce that Brady Brucato, has joined the New York Liquid Asset Fund (NYLAF) team as Coordinator, Sales and Relationship Management.
by Laura Fox PMA Financial Network, LLC Welcomes Travis Zander, CPA, as Coordinator, Sales and Relationship Management
PMA, a premier full-service provider of financial and advisory services to local governments, is pleased to announce that Travis Zander, CPA has joined the team as Coordinator, Sales and Relationship Management.
by Laura Fox PMA Asset Management Welcomes Brandon Swensen, CFA, as Senior Portfolio Manager
PMA Asset Management, a growing SEC registered investment advisor offering investment advisory services to government entities, insurance companies and other institutional investors, is pleased to announce the addition of Brandon Swensen, CFA, as Senior Vice President – Senior Portfolio Manager.
by Laura Fox PMA/MOCAAT Achieves Significant Milestone – Reaching $3B in Fund Assets
PMA, a premier full-service provider of financial and advisory services to local governments, along with the Missouri Capital Asset Advantage Treasury (MOCAAT), achieved a significant milestone by reaching $3 billion in assets in MOCAAT and its Fixed Rate Investment Program as of February 7, 2024.
by Laura Fox Haley Treba Joins the PMA and WISC Team
PMA, a premier full-service provider of financial and advisory services to local governments, is pleased to announce that Haley Treba has joined the team as Institutional Investment Specialist. She will partner with the Wisconsin Investment Series Cooperative (WISC) to serve public entities, including school districts, municipalities, counties and technical colleges, throughout the state of Wisconsin, assisting with day-to-day operations for WISC Participant accounts.
by Laura Fox Dr. Paul Ziegler Joins the PMA and MOCAAT Team
PMA, a premier full-service provider of financial and advisory services to local governments, is pleased to announce that Dr. Paul Ziegler has joined the team as Coordinator of Investment Services as of October 2, 2023. He will partner with the Missouri Capital Asset Advantage Treasury (MOCAAT) to serve school districts and other political subdivisions throughout the state of Missouri.
by Laura Fox PMA/ISJIT Achieves Significant Milestone – Reaching $2B in Fund Assets
PMA, a premier full-service provider of financial and advisory services to local governments, along with the Iowa Schools Joint Investment Trust (ISJIT), achieved a significant milestone by reaching an all-time high of $2B in assets in ISJIT and its Fixed Term Automated (FTA) Program as of May 23, 2023.
by Laura Fox 