Dean Kaplan

Corporate Officer/Principal at PFM Group, Inc.

Finance

Consumer Services

Profile

Dean Kaplan is currently a Managing Director at PFM Group, Inc. where he has been working since 2000.
Prior to his current position, he worked as a Managing Director at PFM Asset Management LLC.
Mr. Kaplan is a graduate of Harvard University.

Dean Kaplan active positions

Companies	Position	Start
PFM Group, Inc. PFM Group, Inc. Investment ManagersFinance PFM Group, Inc. provides financial and investment advisory services. It offers financial advisory, asset management, consulting, financial modeling, alternative finance, and specialized services. The company was founded in 1975 and is headquartered in Abington, PA.	Corporate Officer/Principal	01/01/2000

All active positions of Dean Kaplan

Former positions of Dean Kaplan

Companies	Position	End
PFM Asset Management LLC PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies.	Corporate Officer/Principal	-

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Training of Dean Kaplan

Harvard University

Graduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	2
PFM Asset Management LLC PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies.	Finance
PFM Group, Inc. PFM Group, Inc. Investment ManagersFinance PFM Group, Inc. provides financial and investment advisory services. It offers financial advisory, asset management, consulting, financial modeling, alternative finance, and specialized services. The company was founded in 1975 and is headquartered in Abington, PA.	Finance