Donald Bird, CFP: Senior Managing Consultant, MACM

Donald J. Bird is a Senior Managing Consultant, working with the Multi-Asset Class Management (MACM) team to help serve clients in the Eastern U.S. in developing strategies, guidelines, and policies on how best to manage their assets. He is highly knowledgeable in the field, with over 12 years of experience and a deep understanding of the Outsourced CIO model.

Prior to joining PFM, he spent eight years at a Philadelphia-based Outsourced CIO provider, most recently serving as an Investment Officer working with clients with assets from $10-$350 million. Don worked with clients in the Endowments & Foundations space both in Philadelphia and in Texas. Previous to that, Mr. Bird was a consultant with a major asset management firm, working with high net worth investors to analyze their investment objectives, suitability, risk tolerances and asset allocation decisions.

He holds multiple certifications, including a CFP® (Certified Financial Planner) designation and FINRA series 3, 6 & 65. Mr. Bird also serves as a career mentor and liaison at Temple University and sits on the Board of Directors of the Boys Latin of Philadelphia Charter School.

Donald earned his Bachelor of Business Administration from Temple University’s Fox School of Business and his MBA at LaSalle University School of Business. He has also completed an Executive Program for Financial Planning at Terry College of Business, University of Georgia.

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