Steven Alexander CTP, CGFO
Managing Director
- Email:
- alexanders@pfm.com
- Business Specialty:
- Asset Management
- Office:
-
Orlando
300 S. Orange Avenue
Suite 1170
Orlando, FL 32801
Phone: 407-648-2208
Fax: 407-648-1323
Steven Alexander is a Managing Director and Partner in PFM’s Orlando office with 23 years of investment and financial management experience. Mr. Alexander is responsible for the administration of PFM Asset Management LLC investment advisory and treasury management services in the southeast of the country. Mr. Alexander currently serves as the Investment Advisor to a variety of local governments including: Cities, Counties, Authorities, Hospitals, Universities, Airports and School Districts. He also provides specialized investment, cash management, arbitrage rebate and OPEB consulting services to public sector clients across the country.
Mr. Alexander is responsible for providing investment training across the nation and has presented at many conferences including: Government Finance Officers Association (GFOA), Florida, Georgia, and Tennessee GFOA’s, Florida GFOA School of Government Finance, Florida School Finance Officers Association and Florida Association of School Business Officials. In addition, Mr. Alexander holds three investment training seminars each year, which allows over 300 finance officials to satisfy their 8 hour continuing education requirement.
Over the years, Mr. Alexander has worked on a number of financial and investment distressed public entities in Florida, California, Texas and Washington DC including working for the State of Florida’s Emergency Financial Oversight Board for the recovery of the City of Miami. Mr. Alexander authored Florida’s Investment Policy Statute, served on the FGFOA’s Local Government Investment Practices Task Force and the Florida Association of Court Clerk’s & Comptroller’s Investment Policies & Procedures Task Force. Currently, he serves on the Association of Public Treasurers of the United States and Canada Investment Policy Certification Committee reviewing investment policies from across the nation. Mr. Alexander has testified to the Governmental Accounting Standards Board (“GASB”) regarding Statement 31 and 40 and assisted in the development of the implementation guide for the Board.
Over the next few months, Mr. Alexander will be working closely with a number of Federal Agencies and Financial Institutions to understand the various aspects of the United States Treasury TARP (Troubled Assets Recovery Program) program and the program’s effect on investments purchased by local governments.
Prior to joining PFM, Mr. Alexander served for ten years as the Treasury Manager for Orange County, Florida where he was responsible for the management of the County’s cash and investment portfolio and banking and debt administration functions. During Mr. Alexander’s tenure at Orange County he served in a variety of financial and administrative positions including Deputy Director of Water and Wastewater Accounting. Mr. Alexander began his career as a Financial Examiner/Analyst for the Division of Securities in the Florida Comptroller’s Office investigating securities and investment fraud.
Mr. Alexander has a Bachelor of Business Administration Degree in Finance from Stetson University and a Bachelor of Science Degree in Accounting from Florida Southern College. Mr. Alexander is also a graduate of the Rollins College Financial Planner Program and is a Certified Treasury Professional (CTP) and a Certified Government Finance Officer (CGFO). He is a member of the Government Finance Officers Association, Florida School Finance Officers Association, the Association of Financial Professionals and Association of Public Treasurers of the United States and Canada.