Directory Results

Name Position Location Expertise
Michael Aileo
aileom@pfm.com
215.557.1278
Managing Director Philadelphia
Steven Alexander, CTP, CGFO, CPPT
alexanders@pfm.com
407.406.5750
Managing Director Orlando state-local-governments, k-12-schools, specialized-services, asset-management, endowments-foundations
Lesley Allison
allisonl@pfm.com
407.406.5753
Senior Marketing Representative Orlando state-local-governments, k-12-schools, specialized-services, asset-management
Marc Ammaturo
ammaturom@pfm.com
215.557.1226
Managing Director Philadelphia endowments-foundations, asset-management, state-local-governments
David Anderson
andersond@pfm.com
414.847.5580
Director Milwaukee state-local-governments, financial-advisory, alternative-finance
Jennifer Arndt
arndtj@pfm.com
214.247.7076
Senior Managing Consultant Dallas state-local-governments, higher-education, financial-advisory
Richard D. Babbe
babber@pfm.com
214.705.0274
Senior Managing Consultant San Francisco state-local-governments, asset-management
Barry Ballou
balloub@pfm.com
402.705.0350
Senior Marketing Representative St. Louis state-local-governments, k-12-schools, asset-management, specialized-services
Christopher Bamber, CFA
bamberc@pfm.com
717.213.3840
Senior Managing Consultant Harrisburg state-local-governments, financial-advisory, k-12-schools
Michael Barry
barrym@pfm.com
734.794.2525
Senior Managing Consultant Ann Arbor state-local-governments, endowments-foundations, asset-management
Beth Bartlett
bartlettb@pfm.com
717.603.4220
Senior Managing Consultant Harrisburg state-local-governments, asset-management
Jeremy Bass
bassj@pfm.com
617.502.5644
Managing Director Boston higher-education, financial-advisory
Randall Bauer
bauerr@pfm.com
515.724.5723
Director Des Moines state-local-governments, consulting, alternative-finance
Barry Baughier
baughierb@pfm.com
214.247.7079
Senior Managing Consultant Dallas state-local-governments, k-12-schools, asset-management
Paul Beatty
beattyp@pfm.com
215.557.1436
Director Philadelphia
George Beistline
beistlineg@pfm.com
717.213.3806
Senior Analyst Harrisburg k-12-schools, state-local-governments, asset-management
Kerry Benson
bensonk@pfm.com
215.557.1451
Managing Director Philadelphia
Daniel Berger
bergerd@pfm.com
215.557.1464
Director Philadelphia k-12-schools, state-local-governments, financial-modeling
Jennifer Berrier
berrierj@pfm.com
717.231.6219
Compliance Director Harrisburg
Lila Berry
berryl@pfm.com
646.561.0722
Senior Analyst New York financial-advisory
Michael Berwanger
berwangerm@pfm.com
213.415.1624
Managing Director Los Angeles environmental-utilities, public-power, state-local-governments, financial-advisory
Michelle Binns
binnsm@pfm.com
312.523.2428
Senior Managing Consultant Chicago higher-education, k-12-schools, state-local-governments, asset-management
Melissa Birdsall
birdsallm@pfm.com
Senior Managing Consultant Minneapolis endowments-foundations, state-local-governments, asset-management
Chris Blackwood
blackwoodc@pfm.com
720.408.4830
Managing Director Denver state-local-governments, public-power, asset-management, specialized-services
Kari L. Blanchett
blanchettk@pfm.com
734.794.2523
Managing Director Ann Arbor state-local-governments, k-12-schools, financial-advisory
Graydon Blank
BLANKG@pfm.com
734.474.2185
Senior Marketing Representative Ann Arbor k-12-schools, state-local-governments, asset-management
Pierre Bogacz
bogaczp@pfm.com
407.406.5780
Director Orlando financial-advisory, healthcare
John Bonow
bonowj@pfm.com
215.567.6100
Managing Director Philadelphia environmental-utilities, transportation, state-local-governments
Kathleen L. Bowe
bowek@pfm.com
571.527.5135
Senior Managing Consultant Arlington state-local-governments, environmental-utilities, asset-management
Steve Boyle
boyles@pfm.com
215.557.1429
Managing Director Philadelphia
Russ Branson
bransonr@pfm.com
415.393.7249
Director San Francisco state-local-governments, consulting
Lauren Brant
brantl@pfm.com
415.982.5544
Managing Director San Francisco state-local-governments, asset-management
Tyler Braun, CFA
braunt@pfm.com
215.557.1494
Manager, Portfolio Analytics Philadelphia state-local-governments, charitable-institutions, asset-management
David Bressler
bresslerd@pfm.com
215.814.1955
Analyst Philadelphia transportation, financial-advisory
Meredith Brett
brettm@pfm.com
215.557.1283
Senior Managing Consultant Philadelphia state-local-governments, k-12-schools, consulting
Errol Brick, CPA
bricke@pfm.com
786.671.7482
Managing Director Miami healthcare, financial-advisory
Duncan Brown
Brownd@pfm.com
206.406.9920
Senior Managing Consultant Seattle k-12-schools, state-local-governments, financial-advisory, environmental-utilities
Eric Brown
browne@pfm.com
571.527.5123
Senior Managing Consultant Arlington financial-advisory
Carolyn Bruch
bruchc@pfm.com
609.800.2985
Senior Managing Consultant Princeton financial-advisory
Jon Burmeister, CFA
burmeisterj@pfm.com
515.724.5724
Managing Director Des Moines k-12-schools, state-local-governments, financial-advisory
Nelson Bush
bushn@pfm.com
571.527.5150
Managing Director Arlington specialized-services, asset-management, k-12-schools, state-local-governments
Gregory C. Butler
butlerg@pfm.com
571.527.5133
Director Arlington state-local-governments, consulting
Alexandra Byrnes
byrnesa@pfm.com
571.527.5129
Senior Managing Consultant Arlington financial-advisory, higher-education
Francis J. Byrnes "Jack"
byrnesf@pfm.com
267.746.1095
Senior Advisor Boston healthcare, financial-advisory
Ricardo Callender
callenderr@pfm.com
901.466.4556
Senior Managing Consultant Memphis
David J. Calvert, CFA
calvertd@pfm.com
717.231.6293
Director Harrisburg state-local-governments, higher-education, asset-management, specialized-services
Amber Cannegieter
cannegietera@pfm.com
717.213.3871
Key Account Manager Harrisburg state-local-governments, asset-management
James Carbone
carbonej@pfm.com
213.415.1630
Senior Managing Consultant Los Angeles state-local-governments, public-power, financial-advisory
Scott Carlson
carlsons@pfm.com
312.523.2442
Senior Managing Consultant Chicago financial-advisory, transportation
Brian Carter
carterb@pfm.com
215.814.1962
Director Philadelphia healthcare, higher-education, charitable-institutions, financial-advisory, consulting
JoAnne Carter
carterj@pfm.com
571.527.5140
Managing Director Arlington state-local-governments, transportation, financial-advisory
Bill Case
casew@pfm.com
727.319.9292
Managing Director Largo transportation, financial-advisory
Heather Casperson
caspersonh@pfm.com
612.371.3753
Senior Managing Consultant Minneapolis environmental-utilities, state-local-governments, k-12-schools, financial-advisory
Jon Castaldo
castaldoj@pfm.com
646.561.0713
Director New York transportation, environmental-utilities, financial-advisory
Adela Cepeda
cepedaa@pfm.com
312.523.2425
Managing Director Chicago transportation, state-local-governments, financial-advisory
Bikram Chadha
chadhab@pfm.com
215.814.1942
Senior Managing Consultant Philadelphia charitable-institutions, asset-management, state-local-governments, endowments-foundations
Colleen Chaney
chaneyc@pfm.com
717.213.3813
Analyst Harrisburg asset-management
Robert Cheddar, CFA
cheddarr@pfm.com
717.231.6202
Managing Director Harrisburg asset-management
Christine Choi
choic@pfm.com
415.982.5544
Director San Francisco state-local-governments, transportation, financial-advisory, alternative-finance
Kristy H. Choi
choik@pfm.com
571.527.5138
Senior Managing Consultant Arlington state-local-governments, transportation, financial-advisory
Paul Chung
chungp@pfm.com
215.557.1216
Senior Analyst Philadelphia financial-advisory
Izac Chyou
chyoui@pfm.com
415.982.5544
Senior Managing Consultant San Francisco state-local-governments, endowments-foundations, asset-management
Ellen Clark
clarke@pfm.com
415.393.7225
Multi-Asset Class Specialist San Francisco state-local-governments, endowments-foundations, asset-management
J. Craig Cleaveland
cleavelandc@pfm.com
Director Philadelphia financial-modeling
Katherine Clupper
clupperk@pfm.com
215.557.1481
Managing Director Philadelphia environmental-utilities, state-local-governments, higher-education, financial-advisory
Colin Colaco
colacoc@pfm.com
214.247.7077
Senior Managing Consultant Dallas transportation, specialized-services, asset-management, state-local-governments
Ryan Conway
conwayr@pfm.com
Director Charlotte
Allison Corbally
corballya@pfm.com
404.410.2223
Director Atlanta
Sandra A. Costa
costas@pfm.com
203.793.8082
Portfolio Manager Wallingford asset-management
Ken Couch
couchk@pfm.com
512.614.5337
Senior Managing Consultant Austin state-local-governments, charitable-institutions, asset-management
Joseph Creason, CFA
creasonj@pfm.com
717.231.6217
Director/Senior Portfolio Manager Harrisburg state-local-governments, asset-management
Brian Cronkright
cronkrightb@pfm.com
717.231.6291
Senior Managing Consultant Harrisburg asset-management
John Crotty
crottyj@pfm.com
215.557.1410
Senior Analyst Philadelphia financial-advisory, specialized-services, higher-education, healthcare, state-local-governments
John Crumrine
crumrinej@pfm.com
512.614.5325
Director Austin state-local-governments, financial-advisory
Kecia A. Cunningham
cunninghamk@pfm.com
717.213.3876
Key Account Manager Harrisburg state-local-governments, k-12-schools, asset-management
Joseph DaBreo
dabreoj@pfm.com
617.502.5653
Senior Managing Consultant Boston financial-advisory
Elise ("Lisa") Daniel
daniell@pfm.com
901.466.4550
Managing Director Memphis environmental-utilities, state-revolving-funds, state-local-governments, financial-advisory
Lee Davidow
davidowl@pfm.com
215.557.1423
Senior Managing Consultant Philadelphia financial-advisory
Manuella de Barros
debarrosm@pfm.com
646.561.1720
Director New York financial-advisory
Dale E. Deis
deisd@pfm.com
734.794.2521
Senior Managing Consultant Ann Arbor state-local-governments, financial-advisory
Robert Delany
delanyr@pfm.com
215.557.1450
Managing Director Philadelphia
Christopher DeStefano
destefanoc@pfm.com
215.557.1217
Senior Analyst Philadelphia financial-advisory
Arcelia Detert
deterta@pfm.com
612.371.3749
Senior Managing Consultant Minneapolis state-local-governments, financial-advisory
Eugene Devlin
devline@pfm.com
914.921.2849
Director Charlotte financial-advisory, public-power
John Dolheimer
dolheimerj@pfm.com
717.231.6223
Director Harrisburg asset-management
Colin Donahue
donahuec@pfm.com
717.213.3863
Senior Analyst Seattle asset-management
Eileen Doncsecz
doncsecze@pfm.com
717.231.6289
Asset Management Compliance Officer Harrisburg
Lauren Donley
donleyl@pfm.com
717.603.4250
Analyst Harrisburg asset-management, healthcare, higher-education, state-local-governments
Philip Dotts, CIPFA
dottsp@pfm.com
256.419.2910
Managing Director Huntsville state-local-governments, housing-authorities, financial-advisory, alternative-finance
Michael Downs, CFA
downsm@pfm.com
717.213.3860
Portfolio Manager Harrisburg state-local-governments, asset-management
Christine Doyle
doylec@pfm.com
617.502.5656
Managing Director Boston healthcare, financial-advisory
Jamie Doyle
doylej@pfm.com
717.231.6266
Managing Director Harrisburg state-local-governments, k-12-schools, financial-advisory
Graham Egan
egang@pfm.com
512.614.5329
Senior Analyst Austin financial-advisory
David Eichenthal
eichenthald@pfm.com
504.930.7684
Managing Director New Orleans state-local-governments, consulting
Matthew Eisel, CFA
eiselm@pfm.com
717.231.6271
Managing Director Harrisburg transportation, public-power, specialized-services, state-local-governments, asset-management
Fred Eoff
eofff@pfm.com
206.858.5370
Director Seattle housing-authorities, financial-advisory
Eric Espino
espinoe@pfm.com
2134151623
Senior Managing Consultant Los Angeles financial-advisory
Andrew Estrada
estradaa@pfm.com
6175025659
Senior Analyst Boston
Alford Evans
evansal@pfm.com
312.523.2435
Director Chicago financial-advisory, healthcare
Stephen Faber
fabers@pfm.com
609.800.2981
Managing Director Princeton higher-education, state-local-governments, public-power, asset-management
Barbara Fava
favab@pfm.com
717.231.6230
Managing Director Harrisburg state-local-governments, higher-education, asset-management, specialized-services
William J. Fazioli
fazioliw@pfm.com
401.709.5112
Director Providence state-local-governments, financial-advisory
Joseph Federico
federicoj@pfm.com
415.393.7224
Senior Analyst San Francisco asset-management
Casey Fox
foxc@pfm.com
617.502.5643
Senior Managing Consultant Boston financial-advisory, healthcare
Michael Todd Fraizer, CFA
fraizert@pfm.com
704.319.7921
Managing Director Charlotte financial-advisory
Mary Francoeur
francoeurm@pfm.com
646.561.0711
Managing Director New York transportation, financial-advisory
Laura Franke
frankel@pfm.com
213.415.1625
Managing Director Los Angeles financial-advisory, alternative-finance, environmental-utilities
John Frey
freyj@pfm.com
717.231.6267
Director Harrisburg state-local-governments, k-12-schools, financial-advisory
Sarah Frey
freys@pfm.com
571.527.5124
Director Arlington state-local-governments, environmental-utilities, financial-advisory
Katia Frock
frockk@pfm.com
717.231.6286
Director Harrisburg specialized-services, state-local-governments, k-12-schools
Kenneth Fullerton
fullertonk@pfm.com
727.319.9292
Managing Director Largo financial-advisory, transportation
Michael Furman
furmanm@pfm.com
215.557.1274
Senior Managing Consultant Philadelphia financial-advisory
Brian Gallucci
galluccib@pfm.com
415.982.5544
Managing Director San Francisco transportation, financial-advisory
Robert Gamble
gambler@pfm.com
415.982.5544
Managing Director San Francisco state-local-governments, housing-authorities, financial-advisory, alternative-finance
Sean Gannon
gannons@pfm.com
407.406.5778
Senior Analyst Orlando
Mark Gardiner
gardinerm@pfm.com
503.837.8445
Director Portland state-local-governments, corporations, financial-advisory, alternative-finance
Wayne Gates, CFA
gatesw@pfm.com
203.793.8080
Chief Investment Officer, Stable Value Wallingford
Teshome Gebremedhin
gebremedhint@pfm.com
215.557.1223
Senior Managing Consultant Philadelphia asset-management, state-local-governments, endowments-foundations, taft-hartley
Owen Gerard, CFA
gerardo@pfm.com
515.724.5730
Senior Managing Consultant Des Moines state-local-governments, k-12-schools, financial-advisory
Susanne Gerlach
gerlachs@pfm.com
515.724.5734
Director Des Moines financial-advisory
Perry Giovannelli
giovannellip@pfm.com
717.232.2723
Senior Managing Consultant Harrisburg taft-hartley, asset-management, state-local-governments
Stella A. Gittens
gittenss@pfm.com
215.557.1920
Director Philadelphia state-local-governments, charitable-institutions, financial-advisory
Jason Glidden
gliddenj@pfm.com
314.815.5485
Senior Managing Consultant St. Louis state-local-governments, asset-management
Jay Glover
gloverj@pfm.com
407.406.5760
Managing Director Orlando state-local-governments, k-12-schools, financial-advisory
Alexander Goldsmith
goldsmitha@pfm.com
215.557.1485
Senior Managing Consultant Philadelphia
Claire Goodman
goodmanc@pfm.com
312.523.2433
Director Chicago financial-advisory
Debra Goodnight, CPA
goodnightd@pfm.com
717.231.6220
Managing Director Harrisburg asset-management
Donald W. Grant
grantd@pfm.com
215.557.1225
Investment Consultant Philadelphia asset-management
Clay Griffith
griffithc@pfm.com
717.231.6259
CSG Operations Manager Harrisburg state-local-governments, asset-management
Alex Gurvich
gurvicha@pfm.com
215.814.1910
Director of Research Philadelphia asset-management, endowments-foundations
Wesley Hall
hallw@pfm.com
717.232.2723
Senior Analyst Harrisburg financial-advisory, state-local-governments
Marty Hammond, Jr.
hammondm@pfm.com
609.800.2983
Director Princeton state-local-governments, taft-hartley, asset-management
Matthew Hanigan
haniganm@pfm.com
312.523.2430
Senior Analyst Chicago asset-management
Donn Hanson
hansond@pfm.com
612.371.3720
Managing Director Minneapolis state-local-governments, k-12-schools, asset-management
Kristin Hanson
hansonk@pfm.com
612.371.3791
Director Milwaukee state-local-governments
Christopher Harris, CFA, CAIA
harrisc@pfm.com
717.213.3810
Director Harrisburg state-local-governments, transportation, asset-management, specialized-services, public-power
Michael Harris
harrism@pfm.com
717.231.6240
Managing Director Harrisburg
Daniel Hartman
hartmand@pfm.com
571.527.5131
Managing Director Arlington environmental-utilities, public-power, financial-advisory
Steven Hass
hasss@pfm.com
646.561.0719
Director New York state-local-governments, higher-education, financial-advisory
Quinn Henry
henrym@pfm.com
215.557.1204
Director Philadelphia higher-education, financial-modeling
Daniel Hess, CPA
hessd@pfm.com
717.231.6282
Managing Director Harrisburg asset-management
Darren Hodge
hodged@pfm.com
855.885.9621 x2
Director Chandler state-local-governments, transportation, financial-advisory
Sarah Hollenbeck
hollenbecks@pfm.com
415.982.5544
Managing Director San Francisco state-local-governments, financial-advisory
Rosemarie Hoslyn
hoslynr@pfm.com
215.557.1285
Senior Managing Consultant Philadelphia
Spiro C. Hountalas
hountalass@pfm.com
312.523.2440
Senior Managing Consultant Chicago asset-management
Laura Howe
howel@pfm.com
407.406.5774
Senior Managing Consultant Orlando state-local-governments, k-12-schools, financial-advisory
George Hu, CFA
hug@pfm.com
215.557.1255
Senior Managing Consultant Philadelphia state-local-governments, charitable-institutions, specialized-services
Melissa Hughes
hughesm@pfm.com
717.213.3855
Senior Analyst Harrisburg financial-advisory
Jason Human
humanj@pfm.com
407.406.5754
Client Manager Orlando asset-management, endowments-foundations, state-local-governments
Catherine Humphrey-Bennett
humphrey-bennettc@pfm.com
215.557.1293
Municipal Advisory Compliance Officer Philadelphia financial-advisory, specialized-services
Shannon Jacobson
jacobsons@pfm.com
312.523.2437
Senior Managing Consultant Chicago state-local-governments, charitable-institutions, financial-advisory
JP Jakes
jakesj@pfm.com
407.406.5769
Analyst Orlando financial-advisory
Jill Jaworski
jaworskij@pfm.com
312.523.2424
Managing Director Chicago state-local-governments, transportation, financial-advisory
Matthew Johansen
johansenm@pfm.com
214.247.7075
Senior Managing Consultant Dallas transportation, state-local-governments, financial-advisory
Brian Johnson
johnsonb@pfm.com
612.371.3750
Senior Managing Consultant Minneapolis state-local-governments, endowments-foundations, asset-management
Christopher Jones, CTP
jonesc@pfm.com
717.231.6225
Director of Investment Services Harrisburg asset-management
Karen Jones, CPA Australia
joneska@pfm.com
Managing Director Harrisburg asset-management
Kyle Jones
jonesk@pfm.com
717.231.6222
Director Harrisburg asset-management, state-local-governments
Nancy Jones
jonesn@pfm.com
415.982.5544
Managing Director San Francisco
Nick Jones
jonesni@pfm.com
415.982.5544
Senior Managing Consultant San Francisco state-local-governments, housing-authorities, financial-advisory, alternative-finance
Ben Kapenstein
kapensteinb@pfm.com
717.231.6288
Senior Analyst Harrisburg financial-advisory
Dean Kaplan
kapland@pfm.com
215.557.1487
Managing Director Philadelphia state-local-governments, k-12-schools, consulting
Leo Karwejna
karwejnal@pfm.com
717.213.3847
Managing Director Harrisburg
Allison Kaune
kaunea@pfm.com
415.982.5544
Senior Managing Consultant San Francisco state-local-governments, asset-management
Tracey Keays
keayst@pfm.com
646.561.0712
Managing Director New York state-local-governments, financial-advisory
Maritza Kelley
kelleym@pfm.com
5126145331
Government Relations Specialist state-local-governments
Tamara Kemmler
kemmlert@pfm.com
412.439.8431
Senior Marketing Representative Harrisburg
Deanna Kimball Yocco
yoccod@pfm.com
215.557.1460
Senior Managing Consultant Philadelphia state-local-governments, consulting
Jeremy King
kingj@pfm.com
717.213.3830
Key Account Manager Harrisburg
Helen Klebe
klebeh@pfm.com
717.213.3835
Senior Managing Consultant Harrisburg asset-management
Myron Knutson
knutsonm@pfm.com
701.235.4416
Managing Director Fargo state-local-governments, k-12-schools, financial-advisory
Andrew Korz
korza@pfm.com
215.557.1442
Analyst Philadelphia specialized-services
Todd Kowalski
kowalskit@pfm.com
2158149130
Government Relations Specialist Philadelphia state-local-governments
Daniel H. Kozloff
kozloffd@pfm.com
215.557.1412
Managing Director Philadelphia state-local-governments, higher-education, financial-advisory, specialized-services
William Kruck
kruckw@pfm.com
412.567.7651
Senior Managing Consultant Harrisburg specialized-services, state-local-governments, k-12-schools, asset-management
Meredith LaBuda Sullivan
labudam@pfm.com
717.213.3862
Portfolio Manager Harrisburg
Sarah Latch
latchs@pfm.com
717.232.2723
Senior Analyst Harrisburg asset-management
Milly Lee
leem@pfm.com
646.561.0717
Director New York financial-advisory, transportation
Gray Lepley
lepleyg@pfm.com
717.232.2723
Senior Analyst Harrisburg asset-management
Vieen Leung
Leungv@pfm.com
215.557.1282
Senior Managing Consultant Philadelphia state-local-governments, consulting
Bonnie Levitt
levittb@pfm.com
215.557.1486
Senior Managing Consultant Philadelphia
Brandon Lewis
lewisb@pfm.com
617.502.5657
Senior Managing Consultant Boston environmental-finance, financial-advisory
Marcie Lewis, CIMA
lewism@pfm.com
256.419.2911
Senior Managing Consultant Huntsville state-local-governments, housing-authorities, financial-advisory
Jim Link
linkj@pfm.com
215.557.1222
Managing Director Philadelphia specialized-services
Marissa Litman
litmanm@pfm.com
215.557.1210
Senior Managing Consultant Philadelphia state-local-governments, k-12-schools, consulting
Carole Loehr
loehrc@pfm.com
612.371.3736
Senior Managing Consultant Minneapolis state-local-governments, asset-management
Elise Lomel
lomele@pfm.com
404.410.2227
Senior Analyst Atlanta financial-advisory
Ashley Loper
lopera@pfm.com
717.213.3801
Senior Analyst Harrisburg asset-management, state-local-governments, healthcare, higher-education, consulting
Chris Lover, CFA
loverc@pfm.com
704.319.7922
Managing Director Charlotte financial-advisory, public-power
Lauren Lowe
lowel@pfm.com
901.466.4554
Managing Director Memphis state-local-governments, transportation, financial-advisory, alternative-finance
Mara Lugo
lugom@pfm.com
407.406.5765
Analyst Orlando financial-advisory, transportation
Michael Mace
macem@pfm.com
704.319.7923
Managing Director Charlotte financial-advisory, public-power
Stephen Maceroni
maceronis@pfm.com
401.709.5111
Director Providence state-local-governments, financial-advisory
Cheryl Maddox
maddoxc@pfm.com
215.557.1239
Senior Managing Consultant Philadelphia
Matt Magarity
magaritym@pfm.com
215.814.1956
Analyst Philadelphia financial-advisory
Biagio Manieri, Ph.D., CFA
manierib@pfm.com
215.557.1478
Managing Director Philadelphia asset-management
Gordon Mann
manng@pfm.com
215.557.1439
Director Philadelphia state-local-governments, consulting
Marty Margolis
margolism@pfm.com
717.231.6210
Managing Director Harrisburg asset-management
Walker Maschke
maschkew@pfm.com
717.213.3873
Client Service Representative Harrisburg asset-management
Sergio Masvidal
masvidals@pfm.com
786.671.7480
Managing Director Miami state-local-governments, financial-advisory
June Matte
mattej@pfm.com
617.502.5641
Managing Director Boston higher-education, financial-advisory, state-local-governments, alternative-finance
Brett Matteo
matteob@pfm.com
215.557.1491
Managing Director Philadelphia state-local-governments, higher-education, healthcare, financial-modeling
Paul Matteo
matteop@pfm.com
215.557.1294
Senior Managing Consultant Philadelphia state-local-governments, financial-advisory, specialized-services
Marc McClure, CFA
mcclurem@pfm.com
720.408.4837
Senior Managing Consultant Denver state-local-governments, endowments-foundations, asset-management
Joshua McCoy
mccoyj@pfm.com
256.419.2912
Director Huntsville state-local-governments, financial-advisory
Rob McEvitt
mcevittr@pfm.com
203.269.0440
Portfolio Manager Wallingford state-local-governments, asset-management, corporations, taft-hartley
Robert McInerney
mcinerneyr@pfm.com
215.557.1280
Senior Managing Consultant Philadelphia higher-education, environmental-utilities, financial-modeling
Sean McNeeley
mcneeleys@pfm.com
215.557.1465
Practice Manager Philadelphia state-local-governments, transportation, consulting, specialized-services
Kevin McPeek
mcpeekk@pfm.com
727.266.9966
Senior Managing Consultant Largo transportation, financial-advisory
Sarah Meacham
meachams@pfm.com
213.415.1631
Managing Director Los Angeles state-local-governments, asset-management
Richard Michael
michaelr@pfm.com
717.213.3816
Director Orlando
Brynne Miller
millerb@pfm.com
704.319.7934
Senior Managing Consultant Charlotte public-power, financial-advisory
David Miller
millerd@pfm.com
407.406.5752
Managing Director Orlando transportation, financial-advisory
Rachael Miller
millerr@pfm.com
Client Consultant Harrisburg
Lawrence Miracola
miracolal@pfm.com
215.557.1422
Senior Managing Consultant Philadelphia state-local-governments, financial-advisory
Jessica Cameron Mitchell
cameronj@pfm.com
612.371.3742
Managing Director Minneapolis state-revolving-funds, state-local-governments, financial-advisory
John Mitchell, Jr.
mitchellj@pfm.com
717.231.6290
Senior Managing Consultant Harrisburg
David Molin, CFA
molind@pfm.com
203.793.8083
Director of Research, Stable Value Wallingford specialized-services, asset-management
John W. Molloy, CFA
molloyj@pfm.com
717.231.6248
Managing Director Harrisburg state-local-governments, healthcare, asset-management
David Moore
moored@pfm.com
407.406.5751
Managing Director Orlando state-local-governments, k-12-schools, financial-advisory, alternative-finance
Giancarlo Morales-Belletti
MORALESBELLETTIG@pfm.com
717.231.6269
Portfolio Manager Harrisburg
Alfred Mukunya
mukunyaa@pfm.com
215.557.1477
Director Philadelphia specialized-services, alternative-finance, state-local-governments
Courtney Mulholland
mulhollandc@pfm.com
215.557.1492
Director Philadelphia asset-management, specialized-services, state-local-governments, k-12-schools
Lesley Murphy
murphyl@pfm.com
415.982.5544
Senior Managing Consultant San Francisco asset-management, state-local-governments, endowments-foundations, insurance-self-insurance
Stephen Murphy, CFA, CPA
murphys@pfm.com
617.330.6914
Senior Analyst Boston healthcare, financial-advisory
Michael Nadol
nadolm@pfm.com
215.557.1433
Managing Director Philadelphia environmental-utilities, k-12-schools, state-local-governments, specialized-services, consulting
Marie Nasevich, CFP
nasevichm@pfm.com
215.557.1229
Senior Account Coordinator Philadelphia asset-management
Robert J. Naughton
naughtonrj@pfm.com
734.794.2531
Director Ann Arbor state-local-governments, k-12-schools, financial-advisory
Christian Neilson
neilsonc@pfm.com
704.319.7935
Senior Managing Consultant Charlotte financial-advisory
Danny Nelson
nelsond@pfm.com
312.523.2434
Senior Managing Consultant Chicago state-local-governments, k-12-schools, asset-management
Kieu-Oanh Nguyen
nguyenko@pfm.com
503.781.8907
Director Portland state-local-governments, financial-advisory, alternative-finance
Jeremy Niedfeldt
niedfeldtj@pfm.com
407.406.5759
Director Orlando financial-advisory
Cristina Nieto Gómez
nietogomezc@pfm.com
512.614.5327
Director Austin financial-advisory
Zachary O’Grady
ogradyz@pfm.com
609.800.2987
Analyst Princeton asset-management
Katheryn O’Hara
oharak@pfm.com
717.213.3875
Client Services Analyst Harrisburg asset-management
Anna Oberlander McNurlen
oberlandera@pfm.com
717.213.3832
Senior Analyst Harrisburg financial-advisory
Tyler Old
oldt@pfm.com
213.415.1632
Director Los Angeles public-power, environmental-utilities, financial-advisory
David Olson
olsond@pfm.com
415.393.7234
Director San Francisco k-12-schools, financial-advisory
Trish Oppeau
oppeaut@pfm.com
314.815.5482
Director St. Louis state-local-governments, asset-management
Jason Palmer
palmerj@pfm.com
312.523.2421
Senior Managing Consultant Chicago state-local-governments, endowments-foundations, asset-management
Mudra Patel
patelm@pfm.com
415.982.7258
Senior Analyst San Francisco financial-advisory
Rina Patel
patelr@pfm.com
717.603.4214
Analyst Harrisburg endowments-foundations, asset-management
Kristine Pavelchak, RPA
pavelchakk@pfm.com
203.793.8085
Trader Wallingford corporations, asset-management, taft-hartley, state-local-governments
Jeffrey M. Pearsall
pearsallj@pfm.com
215.557.1466
Managing Director Philadelphia higher-education, transportation, specialized-services
Jeffrey Pelus
pelusj@pfm.com
215.557.1437
Manager, Business Investments and Valuation Philadelphia
Richard Pengelly, CFA, CTP
pengellyr@pfm.com
407.406.5766
Director Orlando k-12-schools, asset-management, state-local-governments
Rebecca Perry-Glickstein
perry-glicksteinr@pfm.com
215.557.1457
Director Philadelphia state-local-governments, financial-advisory
Brooke Pierce
pierceb@pfm.com
215.567.6100
Swap Accounting Coordinator Philadelphia
Lawrence Pierce
piercec@pfm.com
503.719.6113
Director Portland financial-advisory
Surya Pisapati, CFA
pisapatis@pfm.com
215.557.1463
Senior Research Analyst Philadelphia asset-management
Samantha Plunkett
plunketts@pfm.com
609.800.2984
Senior Analyst Princeton asset-management
Edward Polansky
polanskye@pfm.com
717.213.3872
Senior Managing Consultant Harrisburg state-local-governments, asset-management, k-12-schools
Danton Ponzol, CTP
ponzold@pfm.com
717.213.3853
Senior Analyst Harrisburg asset-management, specialized-services
Kristina F. Powell
powellk@pfm.com
646.561.1723
Senior Analyst New York financial-advisory
Christopher Presley
presleyc@pfm.com
415.393.7262
Senior Managing Consultant San Francisco asset-management, state-local-governments
Bethany Pugh
pughb@pfm.com
440.863.5820
Managing Director Cleveland state-local-governments, higher-education, financial-advisory
Meredith Pugh
pughm@pfm.com
Analyst Arlington
Brian Quinn
quinnb@pfm.com
734.794.2520
Managing Director Ann Arbor state-local-governments, k-12-schools, asset-management
Brian Raubenstine
raubenstineb@pfm.com
717.231.6211
Portfolio Manager Harrisburg state-local-governments, asset-management
David Reeser, CTP
reeserd@pfm.com
717.231.6258
Managing Director Harrisburg state-local-governments, charitable-institutions, asset-management, specialized-services
Brian Regueiro
regueirob@pfm.com
614.324.3220
Senior Managing Consultant Columbus
Carl Reid
reidc@pfm.com
215.557.1266
Analyst Boston financial-advisory
Bjorn Reigle
reigleb@pfm.com
704.319.7929
Director Charlotte higher-education, charitable-institutions, financial-advisory
Christopher Rekawek
rekawekc@pfm.com
717.213.3811
Senior Analyst Harrisburg asset-management
Bradley Remig
remigb@pfm.com
717.231.6263
Managing Director Harrisburg state-local-governments, k-12-schools, financial-advisory, alternative-finance
Robert Rich
richr@pfm.com
609.800.2982
Managing Director Princeton transportation, financial-advisory
Bruce Rideaux
rideauxb@pfm.com
214.247.7074
Director Dallas state-local-governments, transportation, financial-advisory, alternative-finance
Blake Roberts
robertsb@pfm.com
512.614.5324
Senior Managing Consultant Austin financial-advisory
Craig A. Robinson
robinsonc@pfm.com
571.527.5122
Senior Managing Consultant Arlington state-local-governments, endowments-foundations, asset-management
Paul Robinson
robinsonp@pfm.com
717.213.3836
Senior Managing Consultant Harrisburg k-12-schools, asset-management, state-local-governments
Nicklas Rocca
roccan@pfm.com
407.406.5773
Senior Managing Consultant Orlando state-local-governments, financial-advisory
Robert Rodriguez
rodriguezr@pfm.com
646.561.0710
Director New York financial-advisory
Brandon Rosenbluth
rosenbluthb@pfm.com
215.557.1286
Senior Managing Consultant Philadelphia financial-modeling
Amy Rothdeutsch
rothdeutscha@pfm.com
717.213.3838
Senior Managing Consultant Harrisburg state-local-governments, asset-management, specialized-services
Kevin Rotty
rottyk@pfm.com
804.780.2850
Managing Director Richmond state-local-governments, financial-advisory
Jeffrey Rowe, CFA
rowej@pfm.com
717.231.6239
Managing Director Harrisburg asset-management
Matt Rudroff, CFA, CPA
rudroffm@pfm.com
704.319.7937
Senior Managing Consultant Charlotte
Vishal Sadhasivan
sadhasivanv@pfm.com
717.231.6234
Senior Analyst Harrisburg asset-management
Brian Sanker
sankerb@pfm.com
717.231.6236
Director Harrisburg state-local-governments, k-12-schools, asset-management
Michelle Sarabia
sarabiam@pfm.com
415.393.7267
Senior Managing Consultant San Francisco state-local-governments, financial-advisory
Leah Savageau, CFA
savageaul@pfm.com
717.213.6285
Senior Managing Consultant Harrisburg asset-management
Margaret "Hope" Scarpinato
davidsonm@pfm.com
407.406.5772
Senior Managing Consultant Orlando transportation, financial-advisory
Kenneth Schiebel, CFA
schiebelk@pfm.com
717.231.6215
Managing Director Harrisburg insurance-self-insurance, state-local-governments, asset-management
James Schlesinger
schlesingerj@pfm.com
717.231.6268
Director Malvern state-local-governments, k-12-schools, financial-advisory
Matthew Schnackenberg
schnackenbergm@pfm.com
612.371.3771
Director Minneapolis state-local-governments, financial-advisory
Luke Schneider, CFA
schneiderl@pfm.com
Director Chandler state-local-governments, endowments-foundations, asset-management, specialized-services
Jeffrey Schroeder
schroederj@pfm.com
312.523.2423
Managing Director Chicago asset-management, state-local-governments, k-12-schools
Peter Scoliard
scoliardp@pfm.com
401.709.5110
Director Providence higher-education, state-local-governments, financial-advisory
Danielle Scott
scottd@pfm.com
504.930.7690
Senior Analyst New Orleans state-local-governments, consulting
Liang Shan, CFA
shanl@pfm.com
571.527.5125
Senior Managing Consultant Arlington transportation, financial-advisory
Douglas Shapiro
shapirod@pfm.com
215.557.1268
Senior Managing Consultant Philadelphia financial-modeling
Scott Shearer
shearers@pfm.com
717.231.6262
Managing Director Harrisburg k-12-schools, environmental-utilities, state-local-governments, financial-advisory
Peter Shellenberger
shellenbergerp@pfm.com
415.982.5544
Managing Director San Francisco transportation, financial-advisory
Miles Silbert
silbertm@pfm.com
612.371.3730
Senior Managing Consultant Minneapolis financial-advisory
James Sims, CFA
simsj@pfm.com
717.213.3864
Director/Senior Portfolio Manager Harrisburg state-local-governments, asset-management
Kelly Smaldone
smaldonek@pfm.com
631.542.5311
Senior Managing Consultant Long Island specialized-services, state-local-governments
Beth Smith
smithb@pfm.com
631.542.5315
Senior Managing Consultant Long Island state-local-governments, k-12-schools, asset-management, specialized-services
Eric Smith
smithe@pfm.com
704.319.7924
Senior Managing Consultant Charlotte financial-advisory
Trina Smith
smithtr@pfm.com
215.557.1430
Senior Managing Consultant Philadelphia state-local-governments, higher-education, financial-advisory
John Spagnola
spagnolaj@pfm.com
215.557.1220
Managing Director Philadelphia taft-hartley, endowments-foundations, asset-management, state-local-governments
Leslie Spencer
spencerl@pfm.com
213.415.1626
Senior Managing Consultant Los Angeles state-local-governments, asset-management
Monique Spyke
spykem@pfm.com
415.982.5544
Managing Director San Francisco state-local-governments, higher-education, asset-management
David Starr
starrd@pfm.com
215.557.1292
Managing Director Philadelphia state-local-governments, corporations, asset-management
Kerri Staub Muskin
staubk@pfm.com
717.231.6212
Director Harrisburg state-local-governments, asset-management
Paul Stauder
stauderp@pfm.com
734.794.2530
Managing Director Ann Arbor state-local-governments, k-12-schools, financial-advisory
Michael Steinbrook
steinbrookm@pfm.com
717.231.6280
Director Harrisburg state-local-governments, transportation, asset-management, specialized-services
Geoffrey Stewart
stewartg@pfm.com
215.557.1484
Managing Director Philadelphia state-local-governments, financial-advisory, transportation
Tim Stidham, CIMA
stidhamt@pfm.com
213.415.1627
Director Los Angeles state-local-governments, healthcare, higher-education, taft-hartley, endowments-foundations, asset-management
D. Scott Stitcher, CFA
stitchers@pfm.com
407.406.5756
Director Orlando state-local-governments, asset-management
Matthew Stoffel, CFA
stoffelm@pfm.com
515.724.5737
Senior Managing Consultant Des Moines financial-advisory
Kristen Stone
stonek@pfm.com
855.885.9621
Analyst Chandler financial-advisory
Timothy Sullivan
sullivant@pfm.com
312.523.2468
Managing Director Chicago asset-management, state-local-governments, k-12-schools
William Sullivan
sullivanw@pfm.com
631.542.5310
Managing Director Long Island specialized-services, state-local-governments, asset-management
Jonathan Sundberg
sundbergj@pfm.com
215.557.1234
Senior Managing Consultant Philadelphia asset-management, community-banks
Caroline Sylvan
sylvanc@pfm.com
215.557.1244
Senior Managing Consultant Philadelphia state-local-governments, healthcare, consulting
Alex Theissen
theissena@pfm.com
617.508.5646
Senior Managing Consultant Boston financial-advisory
Brian Thomas
thomasb@pfm.com
213.415.1628
Managing Director Los Angeles environmental-utilities, financial-advisory
Thomas Toepfer
toepfert@pfm.com
206.858.5360
Senior Managing Consultant Seattle financial-advisory
Matthew Tracy
tracym@pfm.com
215.557.1224
Senior Research Analyst Philadelphia asset-management
Jaime B. Trejo
trejoj@pfm.com
415.393.7254
Senior Managing Consultant San Francisco k-12-schools, financial-advisory
Christopher Trump
trumpc@pfm.com
717.213.3803
Director Harrisburg state-local-governments, asset-management
Remy Tucker
tuckerr@pfm.com
617.502.5651
Senior Analyst Boston
Chuck Upcraft
upcraftc@pfm.com
612.371.3731
Senior Managing Consultant Minneapolis state-local-governments, financial-advisory
Michael Varano
varanom@pfm.com
717.231.6216
Managing Director Harrisburg asset-management
Debra Vaughan
vaughand@pfm.com
504.930.7685
Senior Managing Consultant New Orleans state-local-governments, k-12-schools, consulting
Andrea Vlad
vlada@pfm.com
720.408.4835
Senior Marketing Representative Denver asset-management
Johanna Vrancken
vranckenj@pfm.com
2155676100
Analyst Philadelphia
Dennis P. Waley, CPA
waleyd@pfm.com
512.614.5323
Managing Director Austin state-local-governments, financial-advisory
David Walters, CFA, CTP
waltersd@pfm.com
414.847.5581
Senior Managing Consultant Milwaukee state-local-governments, k-12-schools, asset-management, specialized-services
Kathleen Walters, CFA
waltersk@pfm.com
414.847.5585
Senior Managing Consultant Milwaukee state-local-governments, higher-education, asset-management
Whitney Warren
warrenw@pfm.com
617.502.1728
Senior Managing Consultant Boston financial-advisory
Nathaniel Watson
watsonn@pfm.com
734.794.2522
Senior Managing Consultant Ann Arbor financial-advisory
Leslie Weaber
weaberl@pfm.com
Client Consultant Harrisburg
John White
whitej@pfm.com
215.557.1408
Managing Director Philadelphia
Brent Wilder
wilderb@pfm.com
407.406.5761
Managing Director Orlando k-12-schools, state-local-governments, financial-advisory
Jack Wilhelm
wilhelmj@pfm.com
717.213.3841
Senior Managing Consultant Harrisburg asset-management
Seth Williams
williamss@pfm.com
215.557.1249
Senior Managing Consultant Philadelphia state-local-governments, consulting
Glen Williard
williardg@pfm.com
717.231.6260
Managing Director Harrisburg financial-advisory, k-12-schools, state-local-governments
Zachary Williard
williardz@pfm.com
717.232.2723
Director Harrisburg
Robert Wilson
wilsonr@pfm.com
407.406.5768
Senior Analyst Orlando financial-advisory
Lynn Wirrick
wirrickl@pfm.com
800.937.2736 or 717.232.2723
Client Consultant Harrisburg asset-management, state-local-governments
Debbie Wloch
wlochd@pfm.com
312.523.2429
Director Chicago healthcare, higher-education, asset-management, corporations
Paulina Woo
woop@pfm.com
415.393.7235
Director Chandler state-local-governments, healthcare, asset-management
Anne Wuollet
wuolleta@pfm.com
612.371.3723
Senior Analyst Minneapolis k-12-schools, state-local-governments, financial-advisory
Mark Yasenchak, CFA
yasenchakm@pfm.com
215.557.1231
Director Harrisburg asset-management, state-local-governments, taft-hartley, specialized-services
Khalid Yasin, CHP, CIMA
yasink@pfm.com
407.406.5755
Director Orlando state-local-governments, charitable-institutions, asset-management, endowments-foundations
Nick Yatsula
yatsulan@pfm.com
901.466.4557
Senior Managing Consultant Memphis financial-advisory
Brian Zanotti
zanottib@pfm.com
717.232.2723
Analyst Harrisburg asset-management, endowments-foundations
John Zhang
zhangj@pfm.com
717.231.6214
Analyst Harrisburg asset-management