Floyd Simpson III, CFA, CAIA, CFP

Director

Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

simpsonf@pfmam.com
215.557.1435 office

Education
BBA in Finance
Truman State University

MBA in Business Administration
DePaul University

School of Continuing Studies
Financial Planning
Northwestern University

Professional Designations or Licenses
Chartered Financial Analyst®

Chartered Alternative Investment Analyst

Certified Financial Planner

FINRA Series 6 and 63 Licenses

Started in the Field: 2002

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Floyd Simpson III is a Director based in Philadelphia, Pennsylvania. He leads the public markets research group, managing a team responsible for the selection and oversight of public market investment managers. Floyd contributes to investment decision-making through his roles on the Investment Committee and participation in the manager selection and portfolio construction working groups.

He holds the Chartered Financial Analyst® (CFA), Chartered Alternative Investment Analyst® (CAIA), and Certified Financial Planner® (CFP) designations. He earned a B.A. in Finance from Truman State University, a Master of Business Administration from DePaul University, and completed financial planning studies at Northwestern University.

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