Contact Us

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Danny Nelson joined PFM Asset Management in 2002 and is currently a director in the Midwest region. He manages relationships for various clients in Illinois, Michigan and Minnesota. He helps municipal governments, school districts and other public authorities with cash flow analysis and overall investment needs. He provides investment advisory and consulting services, develops investment policies and monitors guidelines and strategy implementation. Danny provides clients with training and technical and analytical support with respect to their investment portfolios.

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Stacy Childers
Senior Managing Consultant
childerss@pfmam.com

Stacy joined PFM Asset Management in 2023 as an institutional sales and relationship manager in the Minneapolis office. She is responsible for managing client relationships in the upper Midwest, assisting municipalities, school districts and other public entities with their overall investment needs. She provides a range of investment advisory and consulting services, including advising clients in investment pools, structuring investment portfolios, cash flow forecasting and investment policy development.

Stacy has a wide range of public finance experience. Most recently, she led a treasury management sales team and the municipal solutions team for a regional bank. She also worked for over 15 years as a municipal advisor, advising public sector clients on the issuance of debt to finance a wide variety of capital projects.

Stacy is a member of numerous government and education finance organizations. She is a past member of Minnesota Women in Public Finance and is a frequent speaker at industry conferences.

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Matt Schmidt
Institutional Sales & Relationship Manager
matt.schmidt@pfmam.com

Matt joined PFM Asset Management in 2024 as an institutional sales and relationship manager in the Minneapolis office. He is responsible for managing client relationships in the upper Midwest, assisting municipalities, school districts and other institutional entities with their overall investment needs. He provides a range of investment advisory and consulting services, including advising clients in investment pools, structuring investment portfolios, cash flow forecasting and investment policy development.

Matt has a wide range of institutional investment experience. Prior to joining PFMAM, he worked at Allspring Global Investments where he focused on large public and corporate entities invested in fixed income, equity, and liquidity strategies. He previously worked in several roles for Wells Fargo Institutional Retirement and Trust helping grow the firm’s business in defined contribution and defined benefit administration, trust & custody services and OCIO solutions.

Matt enjoys volunteering in his community, and he is currently a committee member and treasurer for a Northern Star Scouts BSA Troop and enjoys coaching his kids’ sports teams.

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Amber Cannegieter
Key Account Manager
cannegietera@pfmam.com

Amber Cannegieter joined PFM Asset Management in 2013 as a Key Account Manager for PFMAM. As a Key Account Manager, Amber’s primary responsibility is to provide customer service in everyday functions such as onboarding and new client administration and also to serve as a client advocate, providing a “high touch, high value” experience, whatever the client’s additional needs may be.

Amber has a Bachelor of Science in Business Management from the Pennsylvania State University and is a Financial Industry Regulatory Authority (FINRA) registered representative holding Series 6, 7 and 63 licenses.

For Customer Service:
PFM Asset Management
P.O. Box 11760
Harrisburg, PA 17108-1760
Toll-free: 800.731.7150 Option 2
Fax: 888.535.0120
e-mail: CSGMWW@pfmam.com

For Information Regarding Fixed Income Portfolios:
PFM Asset Management
P.O. Box 11760
Harrisburg, PA 17108-1760
Phone: 800.731.7150 Option 3
e-mail: CSGMWW@pfmam.com

For Fund Sales:
U.S. Bancorp Investments, Inc.

Phone: 800.731.7150
e-mail: CSGMWW@pfmam.com

Updated Information Statement Available

An updated Information Statement, dated October 1, 2024, is now available for review. Please click here to access the document. If you have any questions, please email CSGMWW@pfmam.com.

Alert: Technical Issue

Due to a technical issue, the publication of monthly statements for fixed income separately managed accounts will be delayed. We are working to resolve this issue as soon as possible.

We apologize for any inconvenience. Should you have questions or require assistance, please contact your Relationship Manager or the Client Services Group.

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This information is for institutional investor use only, not for further distribution to retail investors, and does not represent an offer to sell or a solicitation of an offer to buy or sell any fund or other security. Investors should consider the investment objectives, risks, charges and expenses before investing in any of the Fund's series. This and other information about the Fund's series is available in the Fund's current Information Statement, which should be read carefully before investing. A copy of the Fund's Information Statement may be obtained by calling 1-888-4-MSDLAF or is available on the Fund's website at www.msdlaf.org. While the MSDLAF+ Liquid Class and MAX Class seek to maintain a stable net asset value of $1.00 per share and the MSDLAF+ TERM series seeks to achieve a net asset value of $1.00 per share at its stated maturity, it is possible to lose money investing in the Fund. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency Shares of the Fund are distributed by U.S. Bancorp Investments, Inc., member FINRA (www.finra.org) and SIPC (www.sipc.org). PFM Asset Management is a division of U.S. Bancorp Asset Management, Inc., which serves as administrator and investment adviser to the Fund. U.S. Bancorp Asset Management, Inc. is a direct subsidiary of U.S. Bank N.A. and an indirect subsidiary of U.S. Bancorp. U.S. Bancorp Investments, Inc. is a subsidiary of U.S. Bancorp and affiliate of U.S. Bank N.A.