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.
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.
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.
Dr. Paul Ziegler to Join 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 will be joining 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.
PMA Financial Network Welcomes Jeff Carew as Vice President, Client Solutions
PMA, a premier full-service provider of financial and advisory services to local governments, is pleased to announce that Jeff Carew has joined the team as Vice President, Client Solutions (as of March 15, 2023).
PMA/MOCAAT 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 Missouri Capital Asset Advantage Treasury (MOCAAT), achieved a significant milestone by reaching $2 billion in assets in MOCAAT and its Fixed Rate Investment Program as of February 24, 2023.
PMA Grieves the Loss of Founder Dr. Robert “Bob” English
It is with heavy hearts that we announce the passing of PMA’s founder, Dr. Robert “Bob” English, who passed away this past weekend, surrounded by his loving family. Those of us who have had the opportunity to know and work with Dr. English feel a great loss, but his passion for schools and the communities that PMA serves will live on forever.
PMA/FL SAFE Achieves Significant Milestone – Reaching $1B in Fund Assets
PMA, a premier full-service provider of financial and advisory services to local governments, along with the Florida Surplus Asset Fund Trust (FL SAFE), achieved a significant milestone by reaching $1 billion in assets in FL SAFE and its Fixed Rate Investment program as of November 23, 2022.
PMA/WISC 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 Wisconsin Investment Series Cooperative (WISC), achieved a significant milestone by surpassing $3 billion in assets in WISC and its Fixed Rate Investment program as of July 13, 2022.
PMA/MOCAAT Achieves Significant Milestone – Reaching $1B 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 $1 billion in assets in MOCAAT and its Fixed Rate Investment Program as of July 12, 2022.