User Name
Password
 

About The Program > PLGIT Marketing Staff

Please call 1-800-572-1472 to speak to a PLGIT Marketing Representative or PLGIT Client Services.

 

Name  Position
John Molloy, CFA
Managing Director -
Overall PLGIT Programs
molloyj@pfm.com 

 John Molloy manages the day-to-day operations for PLGIT.  In this role, Mr. Molloy oversees the administration, marketing and customer service aspects of the Trust. He works directly with the members of the Board of Trustees and its committees and has substantial responsibility for strategic planning, marketing, new product development, and client services.  In addition to managing the day-to-day operations of PLGIT, Mr. Molloy interacts with the PLGIT Investors and their representatives through the seven statewide local government and school associations which sponsor the Trust.  Prior to assuming the senior management role for PLGIT, Mr. Molloy coordinated PLGIT's marketing efforts across the Commonwealth. 

Mr. Molloy has been with PFMAM since 2002, working in its Harrisburg office.  Prior to joining PFMAM, Mr. Molloy spent 12 years with Vanguard where he managed relationships with institutional investors.  Mr. Molloy earned an MBA degree from Cornell University and a B.A. in Government & Law and Economics & Business from Lafayette College.  He holds FINRA Series 6 and 63 licenses and the Chartered Financial Analyst designation.
 

   
Beth Hetzel
Managing Director - 
Client Services Group
hetzelb@pfm.com 
Beth Hetzel joined PFMAM in November of 2012 as Managing Director and head of PFMAM’s Client Services Group. Her department is the central point of service for PLGIT Investors and currently serves Investors by providing centralized access to PFM resources.

Prior to joining PFMAM, Ms. Hetzel held significant management positions at Bank of America Capital Management, Federated Investors, National City Corp. (later PNC) and, most recently, at FirstMerit Bank as President and Managing Officer of FirstMerit Financial Services. Over the course of her career, she has combined creation and management of account service teams with sales management, compliance, product development and strategic planning activities. 

Ms. Hetzel obtained a Bachelor of Science degree in Marketing from Robert Morris College in Pittsburgh, PA. She also holds AIF credentials and is a Financial Industry Regulatory Authority (“FINRA”) registered representative holding Series 6, 7, 63 and 24 licenses. 

 
   
Courtney Mulholland
Director of Marketing -
PLGIT Programs
mulhollandc@pfm.com  
Courtney Mulholland is the Director of Marketing for the PLGIT programs. In this role, Ms. Mulholland is responsible for coordination and oversight of all marketing efforts across the Commonwealth. She is also responsible for marketing PLGIT’s investment options and services to municipalities and school districts in Eastern Pennsylvania. Previously Ms. Mulholland marketed PFMAM’s fixed rate investment programs to public entities in Missouri, Pennsylvania and Texas. Ms. Mulholland has been with PFMAM since 1998, working in its Philadelphia office.  

Ms. Mulholland is a graduate of Bucknell University with a Bachelor of Arts degree in Political Science and concentration in Economics. She holds FINRA Series 6 and 63 licenses. Ms. Mulholland currently serves as a regional Board Member for the Eastern region of the Government Finance Officers Association of Pennsylvania (GFOA). 

 
   
Katia Frock
Director - 
Arbitrage Rebate Programs
frockk@pfm.com 
Katia Frock joined PFM Asset Management LLC in 2003 as a Consultant in the Arbitrage Rebate Practice in the Harrisburg office. During her tenure, Ms. Frock has prepared hundreds of arbitrage rebate, yield restriction, and exception compliance analyses. Ms. Frock’s current responsibilities include managing select issuers, primarily in the Mid-Atlantic and Western states, staff supervision and development, and working on more complex arbitrage rebate calculations that also include transferred proceeds calculations, commingled funds analysis, variable rate yield computations, liability optimization strategies and other arbitrage related services.  

She serves as the manager of the arbitrage rebate related services provided to participants that invest bond proceeds in the PLGIT Arbitrage Rebate Management Program. 

Ms. Frock is a graduate of Shippensburg University where she earned a Bachelor of Science in Business Administration with a dual major in Accounting and Management. She holds FINRA  Series 6 and 63 licenses. 

   
William Kruck
Senior Marketing Representative
kruckw@pfm.com 
Bill Kruck joined PFMAM in 2004 as a Senior Marketing Representative.  Bill is responsible for marketing PLGIT programs and services to clients of the Trust in Western Pennsylvania.  Prior to joining PFMAM, Bill worked as a school business official for 28 years.  He has served for several years on the PASBO Legislative Committee and has held various local chapter officer positions.  Mr. Kruck is a graduate of the University of Pittsburgh with a degree in Economics.  He holds FINRA Series 6 and 63 licenses. 
   
Tamara Kemmler
Senior Marketing Representative
kemmlert@pfm.com  
Tamara Kemmler joined PFMAM in 1998 and works in Pittsburgh. Tamara is responsible for marketing the Trust and its services to current and potential Investors and for providing customer service and relationship management in Western Pennsylvania. She holds FINRA Series 6 and 63 licenses.  
   
Paul Robinson
Senior Marketing Representative
robinsonp@pfm.com 
Paul M. Robinson joined PFMAM as part of the PLGIT marketing team in 2007, working in the Harrisburg office and serving the southeastern part of the state. He has been employed in both the private and municipal sectors and has served as a borough councilman. Paul has more than 20 years' experience in the Pennsylvania Act 511 industry. Previously, Paul worked for the Central Tax Bureau of Pennsylvania, most recently as Eastern Regional Director. Paul is active in his community and in the State. He previously served as a board member of the Pennsylvania Veterans Museum, Rose Tree Media School District Education Foundation, the Media Youth Center and Youth Sports Council, and the Riddle Hospital HCI Board. Paul holds FINRA Series 6 and 63 licenses.  
   
Brian Sanker
Senior Marketing Representative
sankerb@pfm.com  
Brian Sanker joined PFMAM in 2004 and is currently a Senior Managing Consultant in its Harrisburg office. In his current role, Mr. Sanker markets the programs of PLGIT and provides investment advice to public entities primarily in the South Central region of the Commonwealth. He also provides analysis to other Pennsylvania clients in developing strategies to optimally allocate investable balances and streamline cash flows. Previously, he was a portfolio trader on the PFMAM trading desk.

Prior to joining PFM, Brian worked as an operations analyst for Citigroup's Corporate and Investment Bank where he focused on areas of process improvement and strengthening accounting controls and compliance procedures. Mr. Sanker graduated from the Pennsylvania State University with a Bachelor of Science in Operations and Information Systems Management. He holds FINRA Series 6 and 63 licenses.
 
   
Kecia Cunningham
Key Account Manager -
Client Services Group
cunninghamk@pfm.com  
Kecia Cunningham joined PFM Asset Management LLC in August 2015 as a Key Account Manager for PFMAM's Client Services Group.  As a Key Account Manager for PLGIT, Ms. Cunningham's primary responsibility is to provide customer service in everyday functions such as onboarding and new client administration and to serve as a client advocate.  Prior to joining PFMAM, Ms. Cunningham served 15 years as an elected city commissioner for the City of Decatur, Georgia.  She holds FINRA Series 7 and 66 licenses.
   
Matthew Conlin
Client Consultant-
Client Services Group
conlinm@pfm.com  
Matthew Conlin joined PFM Asset Management LLC in 2013 as a Client Consultant for PFMAM's Client Services Group.  Mr. Conlin is responsible for providing customer service to PLGIT investors in everyday functions such as onboarding and new client administration and to serve as a client advocate.  Prior to joining PFMAM, Mr. Conlin worked in the Department of Community and Economic Development with Commonwealth of PA in the Site Development Division.  He holds FINRA Series 6 and 63 licenses.
   
Anne Parker
Client Services Representative -
Client Services Group
parkera@pfm.com 
Anne Parker joined PFMAM in November 1995 and works in the Harrisburg office. Ms. Parker is the Client Service Representative for PLGIT and provides customer service to investors and also supports the PLGIT marketing staff. She holds FINRA Series 6 and 63 licenses.   
   
Zachary O'Grady
Client Services Representative -
Client Services Group
 ogradyz@pfm.com  
Zachary O'Grady joined PFM Asset Management LLC in July 2015 as a Client Service Representative for PFMAM's Client Services Group.  Mr. O'Grady is responsible for providing customer service to PLGIT investors as well as other investors throughout the Eastern region.  He is a graduate of Mount St. Mary's University where he majored in Business with a minor in Economics & concentration in Finance.  He holds FINRA Series 6 and 63 licenses.
   

Clayton Griffith
Operations Manager -
Client Services Group
griffithc@pfm.com 

Clay Griffith is Operations Manager of PMFAM's Client Services Group, where he supervises all reporting, research, and processing work for PFMAM's pool clients. 

Mr. Griffith joined PFMAM as Assistant Director of Customer Service Operations in 1999, where his responsibilities included supervising Customer Service staff, supporting Marketing staff, resolving client inquiries, and implementing new procedures and systems.

Mr. Griffith graduated from Elizabethtown College with a Bachelors of Science degree in Business Administration, with concentrations in both Economics and Finance. Prior to joining PFMAM, he served as Senior Portfolio Analyst in the Public Funds Unit of State Street Bank & Trust. He holds FINRA Series 6 and 63 licenses.
 

   
Mary Ann Geiman
Operations Support Associate -
PLGIT Programs
geimanm@pfm.com 
Mary Ann Geiman joined PFMAM in 1989 as a Support Associate in the Harrisburg office working with the PLGIT/TERM and PLGIT/ARM Programs.  In 1996 Ms. Geiman began supporting the overall PLGIT Programs.  She works directly with the members of the PLGIT Board of Trustees and the representatives of the seven Sponsoring Associations and organizes the quarterly Trustee meetings. 

 


 

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 Trust’s portfolios. This and other information about the Trust’s portfolios is available in the current Information Statement, which should be read carefully before investing. A copy of the Information Statement may be obtained by calling 1-800-572-1472 or is available on the Trust’s website at www.plgit.com. While the PLGIT, PLGIT/ARM and PLGIT/PRIME portfolios seek to maintain a stable net asset value of $1.00 per share and the PLGIT/TERM portfolio 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 Trust. An investment in the Trust is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Shares of the Trust’s portfolios are distributed by PFM Fund Distributors, Inc., member Financial Industry Regulatory Authority (FINRA) (www.finra.org) and Securities Investor Protection Corporation (SIPC) (www.sipc.org). PFM Fund Distributors, Inc. is a wholly owned subsidiary of PFM Asset Management LLC.

A description of the PLGIT CD Purchase Program is contained in the PLGIT Information Statement. The Information Statement contains important information and should be read carefully before investing. Investors may purchase Certificates of Deposit through the PLGIT CD Purchase Program only by executing an investment advisory agreement with the Trust’s Investment Adviser, PFM Asset Management LLC.

SMPLGIT, PLGIT-Class Shares, PLGIT/PLUS-Class Shares, PLGIT/I-Class SharesPLGIT/PRIME, PLGIT/TERM, PLGIT-CD, PLGIT/ARM, PLGIT/SAM, and PLGIT-CAP are service marks of the Pennsylvania Local Government Investment Trust.

 

Copyright 2017, All Rights Reserved