Senior Managing Consultant
MSDLAF+/PFM Asset Management LLC
Carole Loehr joined PFM in February 2004 when PFM acquired the asset management business of Ambac Securities, previously Cadre Securities. She specializes in advising school districts and counties in Minnesota, and serves as the senior marketing representative for two PFM-managed local government investment pools (LGIPs) in Minnesota. In her role, Carole pairs clients’ cash management and other investment needs with PFM’s suite of services, including LGIPs, ?xed-rate investments, bond proceeds investments, and separate account management. Prior to joining PFM, Carole was the supervisor of accounting at the St. Cloud Area School District for thirteen years and a shared accountant with Central Minnesota Education Research and Development Council (ESV Region III) for six years. Her experience includes financial accounting, reporting, budgeting, cash flow forecasting, investing and working closely with local school districts.