PMA Welcomes Pat Harris
March 7, 2018
Prudent Man Advisors Welcomes Pat Harris as Vice President of Customer Solutions
Naperville, IL – March 7, 2018 – Prudent Man Advisors, Inc. (“PMA”) is pleased to announce the addition of Pat Harris as Vice President of Customer Solutions. As an SEC registered Investment Adviser, Prudent Man Advisors provides investment advisory services to public entities and local government investment pools (“LGIPs”). As a fiduciary, Prudent Man Advisors works with cities, counties, school districts and other municipalities in solving their investment challenges through separately managed accounts. As of December 31, 2017, Prudent Man Advisors had over $6.2 billion of assets under management in 47 client accounts and provides a range of pooled and separate account solutions for six LGIPs across the country.
Pat will partner with PMA to take responsibility for client development efforts, focusing on growing a wide range of investment services for public entities in the Midwest and nationally to meet the specific needs of these entities and the communities they serve. Prior to joining PMA, Pat specialized in public investment management, government banking and public finance for over 18 years with RBC Global Asset Management and BMO Harris Bank. He is a member of numerous professional finance organizations and has provided a wide range of financial products and services to communities.
Pat also has a long history of serving the Minnesota community. He served for 12 years on the Saint Paul City Council and 12 years on the Metropolitan Airports Commission where he was recognized locally and nationally for his service. He also served as an Aide to two Ramsey County Commissioners and as Board Member and President of Saint Paul Regional Water Services. He is a founder of Serving Our Troops, a volunteer organization which has completed thirteen projects to provide “dinner with the family” for Minnesota National Guard Members and their families. He currently serves as a Board Member on numerous nonprofits, leading a host of efforts to benefit the community.
Pat has been recognized with a range of awards for his service, including two Emmy awards for Serving Our Troops, the Catholic Charities Lifetime of Distinction Award, the Saint Paul Chamber of Commerce H.E.R.B.I.E. Award, Minnesota Meetings Magazine Inspiration Award, the Red Cross Hero Award and the Civilian Service Award from the U.S. National Guard.
Jim Davis, CEO of PMA states, “Pat’s financial experience and commitment to the community is a great benefit to our company and clients. We are all extremely pleased to have Pat join the PMA team.”
Pat earned a BA from Marquette University and an MBA from the University of Minnesota Carlson School of Management.
For more information on PMA Financial Network, please visit www.pmanetwork.com.
About The PMA Companies
PMA Financial Network, Inc., PMA Securities, Inc. and Prudent Man Advisors, Inc. (the PMA companies) are under common ownership. Prudent Man Advisors, Inc., an SEC registered investment adviser, provides investment advisory services to local government investment pools and separate accounts. Securities, public finance services and institutional brokerage services are offered through PMA Securities, Inc. PMA Securities, Inc. is a broker-dealer and municipal advisor registered with the SEC and MSRB, and is a member of FINRA and SIPC. All other products and services are provided by PMA Financial Network, Inc.
PMA Financial Network has been a leading provider of financial services since 1984 and the PMA companies currently serve over 2,400 school districts and other public entities in eleven states. PMA has built a reputation as a reliable, professional financial organization offering unique products and services tailored for public sector clients. Public entities turn to PMA as a trusted partner and integral component of their long-term financial success. As of December 31, 2017, the PMA companies had over $22.4 billion in assets under administration. Total assets under administration include both money market pool assets for which the PMA companies serve as fund administrator/accountant, marketer/distributer, fixed income program provider (brokerage services), and/or investment advisory, or separate institutional account management. PMA has built a record of success stories by meeting the needs of public entities. Additional information is available at www.pmanetwork.com.