Surya Mrunalini Pisapati

Ms. Surya M.
Pisapati, CFA MBA, is a Director at PFM Asset Management LLC.
She's part of the multi-asset class management team.
In her role, she is responsible for manager selection and oversight that includes sourcing new manager ideas as well as continued monitoring of existing allocations.
She also serves as a portfolio strategist assisting clients in customizing portfolios.
Additionally, she also assists the chief multi-asset class strategist in economic research and analysis and plays an integral role in communicating the investment process and portfolio decisions across the firm.
She also serves as a member of the Multi-Asset Class Investment Committee and Economic and Capital Market Outlook Committee.
Prior to joining PFM Asset Management in 2016, she served as director of investment at a local family office with experience including manager due-diligence, strategic and tactical allocation modeling and developing proprietary portfolio allocation and manager selection tools.
She started her career working at Macquarie Group in Australia, as an investment analyst within a publicly listed real estate investment trust (REIT) fund.
She earned her Master of Science in Finance degree from Villanova University, a B.S.
in Mechanical Engineering degree from Jawaharlal Nehru Technological University (JNTU) College of Engineering and an MBA from Indian Institute of Management.
She has Chartered Financial Analyst designation.