PFM Advisors has hired Bradford Stephan as a senior consultant focusing on investment research, new product development, and providing investment consulting with institutional clients, the firm announced earlier this week.
Stephan, a certified financial adviser, comes to PFM after serving as an investment director in SEI Investments Inc. global institutional group, where he oversaw strategy and advice for endowment, foundation, and health care clients. He has also worked for Evergreen Investments and the Vanguard Group.
"We are looking forward to leveraging Brad Stephan's considerable skills and track record in new product development, business generation, and client satisfaction," PFM Advisors managing director John Spagnola said. "We are counting on him to be a key contributor to our future success as investment consultants and discretionary fund of funds manager."
PFM Advisors is a division of PFM Asset Management LLC. Both are part of the PFM Group.