Richard Pengelly, CFA, CIMA, CTP

Managing Director

 

Contact

225 E. Robinson Street
Suite 250
Orlando, FL 32801

pengellyr@pfmam.com
407.406.5766 office

Education
B.A. in Physics
Harvard University

Professional Designations or Licenses
FINRA Series 6, 7, 53 and 63 Licenses

Chartered Financial Analyst®

Certified Investment Management Analyst (CIMA)

Certified Treasury Professional (CTP)

Started in the Field: 1995

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Richard Pengelly, CFA, CIMA is a Managing Director based in Orlando, Florida. He provides investment advisory and portfolio management services to local governments and non-profit entities, specializing in bond proceeds, reserve funds, operating funds, and statewide pools. Richard also assists organizations in implementing structural reforms within their investment programs.

He holds the Chartered Financial Analyst® (CFA) and Certified Investment Management Analyst® (CIMA) designations. Richard earned a Bachelor of Arts in Physics from Harvard University.
 

Contact

225 E. Robinson Street
Suite 250
Orlando, FL 32801

pengellyr@pfmam.com
407.406.5766 office

Education
B.A. in Physics
Harvard University

Professional Designations or Licenses
FINRA Series 6, 7, 53 and 63 Licenses

Chartered Financial Analyst®

Certified Investment Management Analyst (CIMA)

Certified Treasury Professional (CTP)

Started in the Field: 1995

Print/Save as PDF

Download Vcard