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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.
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300 S. Orange Avenue
Orlando, FL 32801
Marissa Wortman joined The PFM Group’s Orlando office in September 2005 as a Senior Managing Consultant. As a Senior Managing Consultant, Ms. Wortman is responsible for providing project management and analytical and technical support to the financial advisory group which includes: sizing bond transactions, performing refunding analyses, reviewing legal documents, preparing and maintaining disclosure documentation, overseeing the rating process, preparing terms and conditions of sales, creating models for quantitative analysis and analyzing market conditions. She has executed both negotiated and competitive bond transactions, private placement bank financings, structured both tax-exempt and taxable new money and refunding financings for her clients.
In addition to general governmental financings, Ms. Wortman provides project management to the transportation and higher education sector. Ms. Wortman project finance experience includes transactions for the following cities, counties, utilities, airports, seaports, authorities and higher education facilities throughout Florida including: Counties of Broward, Clay, Highlands and Orange, Cities of Jacksonville, New Port Richey, Oviedo, and Clermont, Jacksonville Aviation Authority, Jacksonville Port Authority, Tampa Port Authority, Ringling College of Art and Design, and New College of Florida. She has participated as project manager or technical support in the completion of short-term and long-term financings exceeding $6 billion in par amount during her career.
Prior to joining PFM, Ms. Wortman was an investment banker at a regional investment bank where she served as support banker in numerous underwriting and financial advisory financings, investment programs, and competitively bid bond issues for Florida clients such as: Broward County, Seminole County, Bay County, Escambia County, Cities of Miami, Panama City, Oviedo, and Apopka.
Ms. Wortman received her Bachelor of Science in Business Administration degree from the University of Central Florida in December 1997, graduating at the top of her class with Summa Cum Laude honors.
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