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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255 Alhambra Circle
Miami, FL 33134
Direct: 305-448-6992 P: 305-448-6992
Sergio Masvidal joined PFM in 2003 as an Analyst in the Orlando office, and was named a Managing Director in 2014. He set up PFM’s Miami office in 2007 and has grown an active practice in providing technical financial advisory support to clients throughout the Southeast, actively supporting over $8.0 billion of bond transactions. His responsibilities include structuring bond transactions, long-term financial planning and complex modeling, performing credit analyses, and introducing innovative structures.
Sergio’s clients include a variety of counties, cities, transportation authorities and school districts. He manages the Miami-Dade County FA relationship as well as PFM’s work for the City of Miami in a variety of sectors. Mr. Masvidal also leads PFM’s relationship with Miami Dade County Public Schools, one of the five largest districts in the nation.
He possesses a combination of technical skills, knowledge of the marketplace, and policy understanding that has enabled him to be a key contributor to the success of PFM’s clients in the South Florida market. His energy, strategic thinking, and highly ethical approach are representative of the qualities that PFM brings to every client engagement.
Mr. Masvidal graduated from Muhlenberg College in May of 2002, where he earned his Bachelor of Arts in Psychology.
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