Fund Management

Marc Pfeffer
Senior Fund Manager

Marc Pfeffer is responsible for the day-to-day management of The Milestone Funds Treasury Obligations Fund. He has 25 years of investment management experience having worked previously with Goldman Sachs Asset Management and Bear Stearns. In addition to Fund management, Marc provides oversight and assists with the development of new products and services to meet the liquidity/cash management needs of our clients. He graduated from SUNY, Buffalo with a BS and has an MBA from Fordham University. He holds Series 7 and 63 registrations.