Alfred Lerman
Chief Investment Officer at PGIM Portfolio Advisory LLC
Profile
Mr. Alfred Lerman, CFA MBA, is a Chief Investment Officer at PGIM Portfolio Advisory LLC.
Before assuming his current role, Mr. Lerman was Chief Portfolio Strategist for the U.S.
Businesses of Prudential Financial Inc. (PFI), responsible for asset and liability management, including strategic asset allocation and large-scale portfolio initiatives across Individual Annuities, Retirement, Individual Life and Group Insurance, and was a member of the Financial Risk Committees for each of the U.S.
Businesses.
When he first joined PFI in 2008, Mr. Lerman established and led the chief investment office’s Investment Analytics team, responsible for quantitative modeling and asset optimization in support of portfolio management activities.
Later, as Managing Director and Head of the Portfolio Strategy Group, he implemented cross-portfolio investment initiatives for PFI's general account, monitored risk exposures, established investment benchmarks, developed attribution frameworks and supported market assumption research.
In 2019, Mr. Lerman became Chief Investment Officer for PFI's Individual Life and Annuity businesses and was responsible for asset-liability management, portfolio construction and tactical and strategic asset allocation.
Prior to joining PFI, Mr. Lerman was Senior Vice President in the Pension and Insurance Solutions Group at Lehman Brothers and Executive Director in Global Capital Markets at Morgan Stanley.
Mr. Lerman graduated summa cum laude from Polytechnic University in 1996 with a BS in mathematics and earned his MBA from Columbia Business School.
Mr. Lerman is a Fellow of the Society of Actuaries and holds the Chartered Financial Analyst (CFA) designation.
Alfred Lerman active positions
Companies | Position | Start |
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PGIM Portfolio Advisory LLC
PGIM Portfolio Advisory LLC Investment ManagersFinance PGIM Portfolio Advisory LLC (PPA) is a SEC-registered investment adviser and hedge fund manager headquartered in Newark, New Jersey. The firm was founded in 2005 and is a direct, wholly owned subsidiary of PGIM Holding Co. LLC, ultimately held by Prudential Financial, Inc. (NYSE: PRU). PPA provides investment advisory services principally to institutional clients, such as insurance companies and insurance-related accounts. | Chief Investment Officer | 30/09/2021 |
Training of Alfred Lerman
New York University | Undergraduate Degree |
Columbia Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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PGIM Portfolio Advisory LLC
PGIM Portfolio Advisory LLC Investment ManagersFinance PGIM Portfolio Advisory LLC (PPA) is a SEC-registered investment adviser and hedge fund manager headquartered in Newark, New Jersey. The firm was founded in 2005 and is a direct, wholly owned subsidiary of PGIM Holding Co. LLC, ultimately held by Prudential Financial, Inc. (NYSE: PRU). PPA provides investment advisory services principally to institutional clients, such as insurance companies and insurance-related accounts. | Finance |
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