Our clients benefit from our ability to provide a broad spectrum of services to suit all their financial needs.
We manage client-driven strategies built on our 30-year record of trust, independence and integrity.
PFM’s professional teams include experts in every major area of public finance.
We are proud to help our clients meet their financial challenges with a broad array of services delivered in an unbiased manner that serves solely our clients’ interests.
PFM serves the communities we live in, the schools our children attend, and the governments and non-profits institutions that serve our nation.
PFM is a place where honest, intelligent, dedicated, creative people can grow and thrive.
PFM is the industry leader in virtually all segments of the municipal finance industry.
The greatest asset that PFM Group offers clients is the unparalleled expertise of our professionals. As a firm, we are distinguished by having highly experienced individuals who have specialized in serving the needs of municipal finance officers and institutional investors for many years.
On the Financial Advisory side, Public Financial Management, Inc. is staffed with individuals possessing intimate knowledge of their field of specialization, whether it be healthcare, higher education, transportation, school finance, or many other areas. At the same time, these individuals are supported by PFM's extensive resources in debt and credit structuring and management.
PFM Asset Management LLC clients are supported by an engagement team consisting of portfolio managers, trading assistants, consultants, analysts and client representatives.
All clients benefit from the coordinated efforts of an engagement team combining both local knowledge and experience and our deep resources nationwide. This team approach provides clients with close personal attention while leveraging PFM's broad reach in the industry.
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530 Oak Court Drive
Memphis, TN 38117
Lisa Daniel joined PFM in 1999 and serves as the Engagement Manager to a host of State and local government entities, providing them with a broad range of financial advisory services including financing structure strategies, rating agency relations, debt capacity analyses, new credit development, debt restructuring opportunities, investor relations, and transaction execution.
Additionally, Lisa serves as the Director of PFM’s State Pool Program and State Revolving Fund sectors overseeing the relationships in nine states. To support these programs, she has supervised the development of customized transaction management models, including those designed to assess program capacity, measure default tolerance levels, and design optimal capital financing structures. Her vast knowledge of program intricacies and the specific regulations governing tax exempt financings evolved from nine years spent with Ernst & Young’s bond verification and arbitrage rebate practices.
Prior to joining PFM, Ms. Daniel served as the Manager of the Arbitrage Rebate and Verification Group of Ernst & Young LLP. Ms. Daniel obtained a BA in Economics and Business Administration from Rhodes College in Memphis, Tennessee. She is a Certified Public Accountant (inactive).
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