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Contact Us

PFMAM serves as the Investment Advisor and Administrator for NLAF. PFM Fund Distributors, Inc. serves as the Fund's Distributor. Please feel free to contact any one of the following Fund Representatives for assistance.

   

 PFM Asset Management LLC
77 West Port Plaza Drive
Suite 220
St. Louis, MO 63146


Phone: 1-402-705-0350 (Direct)

Customer Service
PO Box 11760
Harrisburg, PA 17108-1760

 Phone: 1-877-667-3523 (NLAF Toll Free)
Local: 1-717-724-4996
Fax: 1-888-535-0120



Contacts

 Barry Ballou 1 

Barry Ballou
Senior Marketing Representative
 balloub@pfm.com  

  

Barry Ballou joined PFM Asset Management LLC (PFMAM) as a Senior Marketing Representative in July 2006. Mr. Ballou is responsible for development and growth for NLAF in Nebraska. Prior to this time, Mr. Ballou was an Assistant Superintendent of Schools at Hastings Public Schools in Nebraska. Mr. Ballou has taught School Business Management and Finance as an adjunct Professor at UNK since 1995. For more than 30 years, Mr. Ballou has been involved in administration of public schools in Nebraska. Mr. Ballou has experience with using the NLAF at Hastings Public Schools since the fund began in Nebraska in 1988.  Mr. Ballou holds FINRA Series 6 and 63 licenses.

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William T. Sullivan, Jr.
Managing Director
 sullivanw@pfm.com  

In February 2004, William T. Sullivan, Jr. joined PFM Asset Management LLC (PFMAM) as a Managing Director in the Long Island, New York office. Mr. Sullivan is responsible for the relationship between PFMAM and the Board of Trustees and Sponsoring Associations of the NLAF program. 

Prior to this, Mr. Sullivan was Chairman and CEO of Cadre Financial Services, Inc., and its registered broker-dealer affiliate, Cadre Securities, Inc. These programs represented 3,000 public and private entities in 20 states with assets of over $7 billion under management or administration.  for more than 30 years, Bill has been involved in the area of cash flow management and the investment of both operating and surplus funds.

Mr. Sullivan attended Queens College, Ney York and holds a Series 6, 26, 63, and 65 designation from FINRA.

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Mike Varano
Managing Director
 varanom@pfm.com  

Mike Varano is a Managing Director of PFM Asset Management LLC (PFMAM) and has been Senior Portfolio Manager in PFMAM's investment advisory practice since 1985.  He is a member of PFMAM's Investment Committee and Credit Committee as well as the firm's Employee Advisory Committee.

Throughout his career, Michal has accumulated valuable experience in portfolio management, investment analysis, asset/liability matching and in the development of innovative investment strategies for clients.  His expertise includes navigating the fixed-income marketplace, risk management techniques, and IRS arbitrage regulations.

Michael is a speaker and an instructor at investment management workshops and seminars for local government organizations nationally including the Government Finance Officers Association (GFOA) and Association of School Business Officials (ASBO).  He holds a Bachelor's Degree in Accounting - Business Administration from Bloomsburg University.

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Bob Cheddar
Managing Director
 cheddarb@pfm.com  

Robert Cheddar joined PFM Asset Management LLC (PFMAM) in 2004 as a Senior Portfolio Manager and was promoted to Managing Director in 2011.  Mr. Cheddar manages client accounts across the country specializing in high quality fixed-income assets.  He is responsible for managing client assets in separate portfolios for cities, counties, insurance and self-insurance organizations, school districts, state and local government agencies, public finance authorities and universities.

As PFMAM's Chief Credit Officer and Chair of PFMAM's Credit Committee, Robert leads a team responsible for PFMAM's independent credit research and strategy.  This team conducts all of PFMAM's internal credit research for both pool and separately managed accounts and is responsible for the analysis and oversight of all of PFMAM's creit exposure, including corporate securities, financial institutions, brokers and repurchase agreement counterparites.

Prior to joining PFMAM, he was a Fixed-Income Portfolio Manager for the Wilmington Trust Corp., responsible for managing investment-grade fixed-income portfolios for corporations, municipalities and high net-worth individuals.  Robert has over 15 years of experience in the financial services industry.  Mr. Cheddar received his MBa from the Pennsylvania State University and a B.S. in Business Administration from Susquehanna University.  He holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute and the CFA Society of Philadelphia.  He has made frequent appearances at industry workshops across the country speaking on topics such as managing credit risk, portfolio strategy and the economy.

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Michael Steinbrook
Director
 steinbrookm@pfm.com  

Michael Steinbrook joined PFM Asset Managment LLC (PFMAM) in 2004 and serves as a Director in the Arbitrage Rebate Practice in the Harrisburg Office.  Mr. Steinbrook’s primary duties include performing a variety of arbitrage rebate compliance related analyses. Mr. Steinbrook is responsible for tracking arbitrage rebate compliance for PFMAM’s Mid-West investment pools, and assists issuers in the development and implementation of investment strategies for tax-exempt bond proceeds that enable issuers to maximize retainable earnings.

 

 

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Amber Cannegieter
Key Account Manager
 cannegietera@pfm.com  

Amber Cannegieter joined PFM in 2013 as a Key Account Manager for PFM’s Client Service Group. As a Key Account Manager, Amber’s primary responsibility is to provide customer service in everyday functions such as onboarding and new client administration. She also serves as a client advocate by providing a “high touch, high value” experience, to address client needs.          

Prior to PFM, Ms. Cannegieter most recently worked for Turner Investments, L.P. as a Director of Strategic Relationships within their Private Wealth Group. Amber was responsible for building relationships with key decision makers among wealth management firms to generate, pursue, and win business opportunities. Additionally, Amber met with current and prospective clients to introduce investment products and to review investment performance. Prior to her six years at Turner, Amber served as a Client Relationship Associate for the Vanguard Group.      

 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.  

  

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 Fund's investment objectives, risks, charges and expenses before investing in the Fund. This and other information about the Fund 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 1-877-667-3523 or is available on the Fund's website at www.nlafpool.org. While the Fund seeks to maintain a stable net asset value of $1.00 per share, 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 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. 

 

 

 

 

 

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