Kelli Lambrix

Finance

Consumer Services

Profile

Prior to joining PFM in April 2008, Ms. Lambrix worked for two regional investment banking firms where she was involved in over Dollar 500 million of debt issuances including taxable, tax-exempt, variable rate and fixed rate bond sales for clients in the areas of primary education, higher education, healthcare, local government and county government.
She assists clients through all stages of the capital planning process from debt capacity and millage analysis to execution of either a competitive or negotiated bond sale.
She also provides guidance as clients determine the optimal bond structure for their needs.
Ms. Lambrix holds a Bachelor's Degree in Finance from Michigan State University and a Master's in Finance from Walsh College.
She is a member of the Bond Club of Detroit and is on the Executive Board of Directors for the Michigan Women in Finance.

Former positions of Kelli Lambrix

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	-

See the detail of Kelli Lambrix's experience

Training of Kelli Lambrix

Walsh College

Graduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies