Financial Advisory

Our 40+ year reputation is built upon putting our clients first. Our goal is to reduce our clients’ financing costs and identify risks in ever-changing markets.

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PFM Perspectives | Higher Education Strategies for Managing Resources

The coronavirus outbreak will require colleges and universities to make tough decisions as they grapple with how to manage resources.

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Municipal Monthly Market Review - June 2020

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Meet Our People

Name
Position
Location
Amy Otten
Client Services Senior Analyst
Philadelphia
Heather Casperson
612.371.3753
Senior Managing Consultant
Minneapolis
Steven Schriever, ChFC, CLU
407.723.5942
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Matt Hanigan
312.523.2430
Senior Managing Consultant
Chicago
Amanda Lane
407.723.5900
Assistant Chief District Accountant
Marcie Lewis, CIMA
256.419.2911
Senior Managing Consultant
Huntsville
Venessa Ripoll
407.723.5900
Assistant District Manager
Orlando East (fka Fishkind and Associates)
Jane Gaarlandt
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Alex Theissen
617.508.5646
Senior Managing Consultant
Boston
Joan Evans
307.287.1514
Senior Marketing Representative
Cheyenne
Mudra Patel
415.393.7258
Senior Managing Consultant
San Francisco
Nick Jones
415.982.5544
Senior Managing Consultant
San Francisco
Lila Berry
646.561.0722
Senior Managing Consultant
New York
Danielle Scott
504.930.7690
Senior Managing Consultant
New Orleans
Elise Lomel
404.410.2227
Senior Managing Consultant
Atlanta
Jackie Berry
407.723.5929
GIS and Research Analyst
Orlando East (fka Fishkind and Associates)
Amy Schlesinger
215.557.1467
Campus Recruiting Specialist
Philadelphia
Nick Yatsula
901.466.4557
Senior Managing Consultant
Memphis
Hank Fishkind, Ph.D.
407.723.5900
Director
Orlando East (fka Fishkind and Associates)
Samantha Myers
609.800.2984
Senior Managing Consultant
Princeton
Lesley Allison
407.406.5753
Senior Managing Consultant
Orlando
Stanley Geberer
407.723.5900
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Marie Nasevich, CFP
215.557.1229
Senior Account Coordinator
Philadelphia
Natalie Szymanski
215.557.1472
Senior Research Analyst
Philadelphia
Kristina F. Powell
646.561.1723
Senior Managing Consultant
New York
Anne Wuollet
612.371.3723
Senior Managing Consultant
Minneapolis
Darren Weimer
407.723.5900
Senior Engineer
Orlando East (fka Fishkind and Associates)
Jennifer Glasgow
407.723.5900
Chief District Accountant
Orlando East (fka Fishkind and Associates)
Nicholas Groff
717.213.3815
Senior Portfolio Accountant
Harrisburg
Tamara Kemmler
412.439.8431
Senior Marketing Representative
Harrisburg
Chuck Upcraft
612.371.3731
Senior Managing Consultant
Minneapolis
Ronald Chea, CFA
215.557.1253
Senior Research Analyst
Philadelphia
Brooke Pierce
215.567.6100
Swap Accounting Coordinator
Philadelphia
Christopher Rekawek, CFA
717.213.3811
Senior Managing Consultant
Harrisburg
Joshua Gawel
215.557.1461
Senior Managing Consultant
Philadelphia
Vivian Carvalho
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
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