Programs and Services

The Portfolio Management Institute(R) (PMI) is an organization created and managed by Practicing PMs in the Morgan Stanley Smith Barney Portfolio Management/Custom Portfolios Programs.  PMI is dedicated to educating and improving the skills of its members.  There are no assets under management, fee revenue or tenure requirements in order to join.

Throughout 2010, PMI will be building out an ambitious set of programs and services to provide the membership with unique value to their dues investment. Included in these plans are:

PMI Forum 2009 was held in April in Denver, Colorado.  PMI Forum 2010 will be held in Atlanta, Georgia in April 21-23, 2010!

Continual Enhancement of a robust website dedicated to providing members with leading edge professional development materials and access to a range of useful tools.

Quarterly publication of an electronic newsletter that will feature articles about how to improve your business, develop new marketing strategies and insights into current portfolio management strategies.

Introduction of a "Certified Portfolio Manager" certification, in conjunction with Columbia University.  Our first class of CPM graduates completed their curriculum and the Columbia week in New York City, June, 2009.  A second CPM Class is working through the online curriculum toward a May, 2010 graduation.  This class is FULL and a waitlist is in place for the NY 2011 program.

Continuing value-added conference calls on a monthly basis with industry and investment leaders.

Provide opportunities for networking and exchange of resources within the firm and the larger portfolio management profession, taking advantage of many of the resources available through the various vendors to the PM community.  A series of local/regional meetings is being developed.

To make this and more happen will require the dedicated talents and time of committed Portfolio Management Institute members. You are invited to join one of our committees including:

Branch Management Outreach:  Contact Stephen Stribling, Past President or 2010 President, Rick Grimshaw

Communications/Newsletter:  Contact Board Member Stephen Cohen [newsletter, contact Board Member Jeff Huge]

Certification/CPM:  Contact CPM Coordinator Michael Ross or Board Member Paul McCauley

Forum 2010:   Contact Board Members Gary Klingner or Andre Weiser

Membership:  Contact Board Member Cary Wieting

Treasury:  Contact Board Member Kathy Mohney or Treasurer Ellis Moore

Technology/Website:  Contact Board Member Patrick McFadden

General PMI Questions?:  Use the "contact us" link below and your inquiry will be directed to the appropriate Board Member.

For more information about any of these committees use the "Contact PMI" form and we will follow-up with you. For a Board Member Roster with Contact information, click here.