Media Contact: Maritza Kelley, Director of External Affairs & Communications, (512) 614-5331, communications@pfm.com
FOR IMMEDIATE RELEASE
PFM is celebrating its 50th Anniversary with a two-day National Meeting in Philadelphia, PA. Bringing together employees and managing directors, the event celebrates the firm's legacy and shared vision for the future through connection and collaboration.
Founded in 1975 with a commitment to helping state and local governments make informed financing and budgeting decisions, PFM has transformed into a leading municipal advisory and consulting firm. The firm’s more than 350 professionals offer a range of public-sector expertise, from transportation to public utilities, from higher education to healthcare.
“This milestone reflects PFM’s deep-rooted purpose: to help our clients and the communities they serve,” said JoAnne Carter, CEO of PFM. “Over the past 50 years, our advisors and consultants have stood shoulder to shoulder with public leaders, helping them navigate uncertainty, make informed decisions, and achieve long-term impact. As we enter our next chapter, we remain guided by this purpose and energized by the possibilities ahead.
Cherelle Parker, Mayor of Philadelphia, shared, “Philadelphia is proud to be the birthplace of PFM. For five decades, the firm has played a critical role in supporting communities across the country, including our great City—and we’re honored that their journey started and continues right here. Congratulations to PFM and all of its employees and leadership!”
Dan Hartman, Managing Director and Chair of the 50th Anniversary Planning Committee, added, “This anniversary is not just a celebration of PFM’s history, but a launchpad for its future. PFM has helped define and elevate the field of public finance, and this moment is an opportunity to reaffirm our commitment to innovation, integrity, and the public good.”
The National Meeting features keynote speakers, alumni spotlights, and breakout sessions that focus on advancing PFM’s purpose and innovative approaches to client engagement and professional development.
***
About PFM
At PFM, financial advisors and consultants partner with clients to transform their world. Our clients have individual needs, and our tailored advice reflects this. We have the flexibility to support the largest endeavors any client could contemplate with teams that maintain the camaraderie, collaboration, and creativity that define working with PFM. We combine superior financial advice, disciplined management, and ingenuity to build, power, move and educate.
PFM is the marketing name for a group of affiliated companies providing a range of services. All services are provided through separate agreements with each company. This material is for general information purposes only and is not intended to provide specific advice or a specific recommendation.
For more information regarding PFM’s services or entities, please visit www.pfm.com. For important disclosure information, please visit www.pfm.com/disclosures.
