PFM, one of the nation’s leading providers of financial advisory and asset management services, announced today that two (2) senior professionals will join the firm’s Houston location to better serve the diverse and complex needs of clients throughout southern Texas. PFM is pleased to welcome Senior Managing Consultants Karlos C. Allen and John L. Guess IV. These financial advisory professionals will further strengthen the team’s presence as well as add significant skills and regional experience to the senior team.
Dan Hartman, PFM’s Head of Financial Advisory Services, said “Our continuing commitment to Texas includes ensuring that our resources are best positioned to serve all clients effectively. Adding talented senior professionals with direct and diverse experience working for and with state and local governments deepens our knowledge and ability to serve them well.”
Karlos Allen comes to PFM with almost 20 years of capital markets experience, having spent time at both national and regional investment banking firms. He has an extensive history serving state and local governments, school districts, institutions of higher education, healthcare, other non-profit organizations, and issuers of tax-exempt and taxable securities. Mr. Allen is skilled at providing issuers with innovative financing strategies. Both as underwriter and financial advisor, he has assisted Texas entities with more than 100 transactions totaling over $100 billion. Mr. Allen holds a BBA from the University of Houston.
John Guess IV has spent the entirety of his 15 year career serving Texans, beginning with his time as a legislative aide, first, for the United States House of Representatives and then the Texas House of Representatives. His direct governmental experience includes his work with the City of Houston and the State of Texas. Mr. Guess holds both an MBA and MPA from Texas Southern University, where he later served as an adjunct professor teaching Public Affairs and Public Policy.
"PFM has had a long-standing financial advisory presence in Texas and the decision to expand our Texas team was a logical step in our business growth strategy,” commented PFM CEO John Bonow. Over the past 27 years, PFM’s professionals have been involved in all aspects of governmental and non-profit financial management ranging from budget consulting to improving financial flexibility and resilience to evaluating delivery alternatives including public-private partnerships (P3s) to developing policies and implementing strategies to benefit our clients.
Hartman added, “The amalgamation of the strength of the Texas economy, continued population growth and very significant infrastructure spending needs makes this a very exciting time to assist our Texas clients with funding decisions and strategic planning.”
At PFM, over 600 employees - asset managers, financial advisors and consultants - partner with clients in every region of the country to transform their world. 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.