Profile
Leo J.
Karwejna is currently working as the Chief Compliance Officer at PFM Group, Inc. and PFM Multi-Manager Series Trust.
Previously, he held the position of Chief Compliance Officer & Vice President at PGIM, Inc. from 2008 to 2011.
He also worked as a Vice President at Prudential Financial, Inc. in 2011.
Additionally, Leo served as the Chief Operating Officer at Haverford Financial Services, Inc. Mr. Karwejna completed his graduate degree at Temple University (Pennsylvania) and his undergraduate degree at St. Joseph's University.
Leo J. Karwejna active positions
Companies | Position | Start |
---|---|---|
PFM Group, Inc.
PFM Group, Inc. Investment ManagersFinance PFM Group, Inc. provides financial and investment advisory services. It offers financial advisory, asset management, consulting, financial modeling, alternative finance, and specialized services. The company was founded in 1975 and is headquartered in Abington, PA. | Compliance Officer | 2011-01-19 |
PFM Multi-Manager Series Trust
PFM Multi-Manager Series Trust Investment ManagersFinance PFM Multi-Manager Series Trust is an investment management company. The company is headquartered in Harrisburg, PA. | Compliance Officer | 2016-12-31 |
Former positions of Leo J. Karwejna
Companies | Position | End |
---|---|---|
PGIM, Inc.
PGIM, Inc. Investment ManagersFinance PGIM, Inc. is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1984 and is a direct subsidiary of PGIM Holding Co. LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM provides institutional clients with investment solutions worldwide. It is comprised of autonomous asset management businesses each specializing in a particular asset class with a focused investment approach: PGIM Institutional Advisory & Solutions (provides advisory services to institutional clients located in the US and outside of the US), PGIM Fixed Income (an adviser primarily focused on public fixed income investments), PGIM Real Estate (a provider of real estate investment advisory services) and PGIM Capital Group (a private fixed income investment adviser, also known as Prudential Capital Group). | Compliance Officer | 2010-12-31 |
PRUDENTIAL FINANCIAL, INC. | Corporate Officer/Principal | 2010-12-31 |
Haverford Financial Services, Inc.
Haverford Financial Services, Inc. Investment ManagersFinance Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions. | Chief Operating Officer | - |
Training of Leo J. Karwejna
Temple University (Pennsylvania) | Graduate Degree |
St. Joseph's University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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PRUDENTIAL FINANCIAL, INC. | Finance |
Private companies | 4 |
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Haverford Financial Services, Inc.
Haverford Financial Services, Inc. Investment ManagersFinance Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions. | Finance |
PFM Group, Inc.
PFM Group, Inc. Investment ManagersFinance PFM Group, Inc. provides financial and investment advisory services. It offers financial advisory, asset management, consulting, financial modeling, alternative finance, and specialized services. The company was founded in 1975 and is headquartered in Abington, PA. | Finance |
PFM Multi-Manager Series Trust
PFM Multi-Manager Series Trust Investment ManagersFinance PFM Multi-Manager Series Trust is an investment management company. The company is headquartered in Harrisburg, PA. | Finance |
PGIM, Inc.
PGIM, Inc. Investment ManagersFinance PGIM, Inc. is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1984 and is a direct subsidiary of PGIM Holding Co. LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM provides institutional clients with investment solutions worldwide. It is comprised of autonomous asset management businesses each specializing in a particular asset class with a focused investment approach: PGIM Institutional Advisory & Solutions (provides advisory services to institutional clients located in the US and outside of the US), PGIM Fixed Income (an adviser primarily focused on public fixed income investments), PGIM Real Estate (a provider of real estate investment advisory services) and PGIM Capital Group (a private fixed income investment adviser, also known as Prudential Capital Group). | Finance |
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