Directory Results

Name Position Location Expertise
Steven Alexander, CTP, CGFO, CPPT, CEC
alexanders@pfm.com
407.406.5750
Managing Director Orlando state-local-governments, k-12-schools, specialized-services, asset-management, endowments-foundations
Karlos Allen
allenka@pfm.com
713.353.3958
Senior Managing Consultant Houston state-local-governments, k-12-schools, higher-education, financial-advisory, alternative-finance
Lesley Allison
allisonl@pfm.com
407.406.5753
Senior Managing Consultant Orlando state-local-governments, k-12-schools, specialized-services, asset-management
Marc D. 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, CCM
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
Director Ann Arbor state-local-governments, endowments-foundations, asset-management
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
Director Dallas state-local-governments, k-12-schools, asset-management
George Beistline
beistlineg@pfm.com
717.213.3806
Senior Managing Consultant Harrisburg k-12-schools, state-local-governments, asset-management
Jackie Berry
berryj@pfm.com
407.723.5929
GIS and Research Analyst Orlando East (fka Fishkind and Associates) special-district-management, transportation, state-local-governments, sports-leisure-cultural-facilities, consulting
Michael Berwanger
berwangerm@pfm.com
213.415.1624
Managing Director Los Angeles environmental-utilities, public-power, state-local-governments, financial-advisory
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 higher-education, state-local-governments, k-12-schools, financial-advisory
Chloe Bohm
bohmc@pfm.com
717.576.3950
Senior Managing Consultant Philadelphia 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
Joseph Breen
breenj@pfm.com
215.557.1216
Analyst Philadelphia higher-education, state-local-governments, k-12-schools, financial-advisory
Meredith Brett
brettm@pfm.com
215.557.1283
Senior Managing Consultant Philadelphia state-local-governments, k-12-schools, consulting
Duncan Brown
brownd@pfm.com
503.837.8445
206.858.5367
Director Portland k-12-schools, state-local-governments, financial-advisory, environmental-utilities
Julia Buford
bufordj@pfm.com
415.393.7232
Senior Analyst San Francisco state-local-governments, financial-advisory, transportation
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
David J. Calvert, CFA
calvertd@pfm.com
717.231.6293
Director Harrisburg state-local-governments, higher-education, asset-management, specialized-services
James Carbone
carbonej@pfm.com
213.415.1630
Senior Managing Consultant Los Angeles state-local-governments, public-power, financial-advisory
JoAnne Carter
carterj@pfm.com
571.527.5140
Managing Director Arlington state-local-governments, transportation, financial-advisory
Vivian Carvalho
carvalhov@pfm.com
407.723.5900
District Manager Orlando East (fka Fishkind and Associates) special-district-management, state-local-governments, consulting, charitable-institutions
Heather Casperson
caspersonh@pfm.com
612.371.3753
Senior Managing Consultant Minneapolis state-local-governments, k-12-schools, financial-advisory
Bikram Chadha
chadhab@pfm.com
215.814.1942
Director Philadelphia state-local-governments, endowments-foundations, asset-management
Ronald Chea, CFA
chear@pfm.con
215.557.1253
Senior Research Analyst Philadelphia taft-hartley, state-local-governments, endowments-foundations, 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
Ellen Clark
clarke@pfm.com
415.393.7225
Multi-Asset Class Specialist San Francisco state-local-governments, endowments-foundations, asset-management
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
Joseph Creason, CFA
creasonj@pfm.com
717.231.6217
Director/Senior Portfolio Manager Harrisburg state-local-governments, asset-management
John Crotty
crottyj@pfm.com
215.557.1410
Senior Managing Consultant Philadelphia state-local-governments, specialized-services, higher-education, financial-advisory
Kecia A. Cunningham
cunninghamk@pfm.com
717.213.3876
Key Account Manager Harrisburg state-local-governments, k-12-schools, asset-management
Elise ("Lisa") Daniel
daniell@pfm.com
901.466.4550
Managing Director Memphis environmental-utilities, state-revolving-funds, state-local-governments, financial-advisory
Dale E. Deis
deisd@pfm.com
734.794.2521
Senior Managing Consultant Ann Arbor state-local-governments, financial-advisory
Michael Dennis
dennism@pfm.com
407.406.5758
Analyst Orlando state-local-governments, financial-advisory
Arcelia Detert
deterta@pfm.com
612.371.3749
Senior Managing Consultant Minneapolis state-local-governments, financial-advisory
Lauren Donley
donleyl@pfm.com
717.603.4250
Senior Analyst Harrisburg state-local-governments, higher-education, asset-management
Michael Downs, CFA
downsm@pfm.com
717.213.3860
Portfolio Manager Harrisburg state-local-governments, asset-management
Jamie Doyle
doylej@pfm.com
717.231.6266
Managing Director Harrisburg state-local-governments, k-12-schools, financial-advisory
Michelle Duke
dukem@pfm.com
612.371.3733
Analyst Minneapolis financial-advisory, state-revolving-funds, state-local-governments
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
Joan Evans
evansj@pfm.com
307.287.1514
Senior Marketing Representative Cheyenne higher-education, state-local-governments, k-12-schools, asset-management
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
Hank Fishkind, Ph.D.
fishkindh@pfm.com
407.723.5900
Director Orlando East (fka Fishkind and Associates) state-local-governments, alternative-finance, financial-advisory
Christi Fletcher
fletcherc@pfm.com
717.213.3896
Director/Senior Portfolio Manager Harrisburg corporations, state-local-governments, asset-management
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
Jane Gaarlandt
gaarlandtj@pfm.com
407.723.5900
District Manager Orlando East (fka Fishkind and Associates) special-district-management, state-local-governments, consulting
Beth Galperin
galperinb@pfm.com
717.603.4220
Senior Managing Consultant Harrisburg state-local-governments, asset-management
Robert Gamble
gambler@pfm.com
415.982.5544
Managing Director San Francisco state-local-governments, housing-authorities, financial-advisory, alternative-finance
Annette Gaston
gastona@pfm.com
480.271.0432
Senior Managing Consultant Chandler endowments-foundations, specialized-services, state-local-governments, asset-management
Joshua Gawel
gawelj@pfm.com
215.557.1461
Senior Managing Consultant Philadelphia financial-advisory, state-local-governments, specialized-services
Stanley Geberer
geberers@pfm.com
407.723.5900
Senior Managing Consultant Orlando East (fka Fishkind and Associates) transportation, sports-leisure-cultural-facilities, specialized-services, consulting, state-local-governments
Teshome Gebremedhin
gebremedhint@pfm.com
215.557.1223
Senior Managing Consultant Philadelphia asset-management, state-local-governments, endowments-foundations, taft-hartley
Susanne Gerlach
gerlachs@pfm.com
515.724.5734
Director Des Moines state-local-governments, k-12-schools, financial-advisory
Perry Giovannelli
giovannellip@pfm.com
717.232.2723
Senior Managing Consultant Harrisburg taft-hartley, asset-management, state-local-governments
Jennifer Glasgow
glasgowj@pfm.com
407.723.5900
Chief District Accountant Orlando East (fka Fishkind and Associates) special-district-management, state-local-governments, consulting
Jay Glover
gloverj@pfm.com
407.406.5760
Managing Director Orlando state-local-governments, k-12-schools, financial-advisory
David Gonzalez
gonzalezd@pfm.com
210.563.1662
Director financial-advisory, state-local-governments, k-12-schools, higher-education
Clay Griffith
griffithc@pfm.com
717.231.6259
Director of Operations Harrisburg state-local-governments, asset-management
Marty Hammond, Jr.
hammondm@pfm.com
609.800.2983
Managing Director Princeton state-local-governments, taft-hartley, asset-management
Kristin Hanson
hansonk@pfm.com
414.847.5586
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
Darren Hodge
hodged@pfm.com
855.885.9621 x2
Director Chandler public-power, transportation, state-local-governments, financial-advisory
Sarah Hollenbeck
hollenbecks@pfm.com
415.982.5544
Managing Director San Francisco state-local-governments, financial-advisory
Laura Howe
howel@pfm.com
407.406.5774
Senior Managing Consultant Orlando state-local-governments, k-12-schools, financial-advisory
Megan Howe
howem@pfm.com
717.603.4244
Analyst Harrisburg state-local-governments, asset-management
George Hu, CFA
hug@pfm.com
215.557.1255
Senior Managing Consultant Philadelphia state-local-governments, charitable-institutions, specialized-services
Addison Humbert
humberta@pfm.com
717.213.3833
Senior Marketing Manager Chicago state-local-governments, asset-management
Shannon Jacobson
jacobsons@pfm.com
312.523.2437
Senior Managing Consultant Chicago state-local-governments, charitable-institutions, financial-advisory
Jill Jaworski
jaworskij@pfm.com
312.523.2424
Managing Director Chicago state-local-governments, transportation, financial-advisory
Brian Johnson
johnsonb@pfm.com
612.371.3750
Director Minneapolis k-12-schools, state-local-governments, endowments-foundations, asset-management
Kyle Jones
jonesk@pfm.com
717.231.6222
Managing Director Harrisburg state-local-governments, higher-education, asset-management
Nick Jones
jonesni@pfm.com
415.982.5544
Senior Managing Consultant San Francisco state-local-governments, housing-authorities, financial-advisory, alternative-finance
Dean Kaplan
kapland@pfm.com
215.557.1487
Managing Director Philadelphia state-local-governments, k-12-schools, consulting
Allison Kaune
kaunea@pfm.com
415.982.5544
Senior Analyst San Francisco state-local-governments, asset-management
Maritza Kelley
kelleym@pfm.com
5126145331
Government Relations Specialist state-local-governments
Deanna Kimball
kimballd@pfm.com
215.557.1460
Senior Managing Consultant Philadelphia recession-readiness, state-local-governments, consulting
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
Amanda Lane
LaneA@pfm.com
407.723.5900
Assistant Chief District Accountant special-district-management, state-local-governments, specialized-services, consulting
Thomas Lastrapes
lastrapest@pfm.com
512.614.5329
Senior Analyst Austin k-12-schools, public-power, state-local-governments, financial-advisory
Vieen Leung
Leungv@pfm.com
215.557.1282
Senior Managing Consultant Philadelphia state-local-governments, consulting
Marcie Lewis, CIMA
lewism@pfm.com
256.419.2911
Senior Managing Consultant Huntsville state-local-governments, housing-authorities, financial-advisory
Carole Loehr
loehrc@pfm.com
612.371.3736
Senior Managing Consultant Minneapolis state-local-governments, asset-management
Lauren Lowe
lowel@pfm.com
901.466.4554
Managing Director Memphis state-local-governments, transportation, financial-advisory, alternative-finance
Stephen Maceroni
maceronis@pfm.com
617.330.6914
Director Boston state-local-governments, financial-advisory
Karen Magness
magnessk@pfm.com
717.213.3884
Client Service Group Manager Harrisburg asset-management, state-local-governments
Gordon Mann
manng@pfm.com
215.557.1439
Director Philadelphia state-local-governments, consulting
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
Paul Matteo
matteop@pfm.com
215.557.1294
Senior Managing Consultant Philadelphia state-local-governments, financial-advisory, specialized-services
Joshua McCoy
mccoyj@pfm.com
256.419.2912
Director Huntsville state-local-governments, financial-advisory
Morgan McCracken
mccrackenm@pfm.com
215.814.1944
Analyst New York higher-education, transportation, state-local-governments, financial-advisory
Ryan McNeely
mcneelyr@pfm.com
504.930.7689
Senior Managing Consultant New Orleans state-local-governments, consulting
Sarah Meacham
meachams@pfm.com
213.415.1631
Managing Director Los Angeles state-local-governments, asset-management
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
Tahsha Mitchell
mitchellt@pfm.com
734.794.2543
Senior Managing Consultant Ann Arbor higher-education, consulting, k-12-schools, state-local-governments, asset-management
John W. Molloy, CFA
molloyj@pfm.com
717.231.6248
Managing Director Harrisburg state-local-governments, asset-management
David Moore
moored@pfm.com
407.406.5751
Managing Director Orlando state-local-governments, k-12-schools, financial-advisory, alternative-finance
Garrett Moore
mooreg@pfm.com
717.232.2723
Senior Analyst Harrisburg alternative-finance, k-12-schools, state-local-governments, financial-advisory
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
Kerri Muskin
muskink@pfm.com
717.231.6212
Director/Senior Portfolio Manager Harrisburg state-local-governments, asset-management
Cailin Nappi
nappic@pfm.com
215.814.1954
Senior Analyst Philadelphia financial-advisory, transportation, state-local-governments, higher-education
Danny Nelson
nelsond@pfm.com
312.523.2434
Senior Managing Consultant Minneapolis state-local-governments, k-12-schools, asset-management
Dan Nemec
nemecd@pfm.com
Senior Managing Consultant Chicago state-local-governments, k-12-schools, higher-education
Trish Oppeau
oppeaut@pfm.com
314.619.1792
Director St. Louis state-local-governments, asset-management
Kristine Pavelchak, RPA
pavelchakk@pfm.com
203.793.8085
Senior Managing Consultant Wallingford corporations, asset-management, taft-hartley, state-local-governments
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
Edward Polansky
polanskye@pfm.com
717.213.3872
Senior Managing Consultant Harrisburg state-local-governments, asset-management, k-12-schools
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
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, EA
reeserd@pfm.com
717.231.6258
Managing Director Harrisburg state-local-governments, charitable-institutions, asset-management, specialized-services
Bradley Remig
remigb@pfm.com
717.231.6263
Managing Director Harrisburg state-local-governments, k-12-schools, financial-advisory, alternative-finance
Bruce Rideaux
rideauxb@pfm.com
214.247.7074
Director Dallas state-local-governments, transportation, financial-advisory, alternative-finance
Venessa Ripoll
Ripollv@pfm.com
407.723.5900
Assistant District Manager Orlando East (fka Fishkind and Associates) special-district-management, state-local-governments, consulting
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 state-local-governments, transportation, financial-advisory
Brandon Rosenbluth
rosenbluthb@pfm.com
215.557.1286
Director of Client Services Philadelphia state-local-governments, higher-education, 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
Brian Sanker
sankerb@pfm.com
717.231.6236
Director Harrisburg state-local-governments, k-12-schools, asset-management
Steven Schaefer, CFA
schaefers@pfm.com
203.793.8081
Director Wallingford insurance-self-insurance, asset-management, state-local-governments, corporations
Kenneth Schiebel, CFA
schiebelk@pfm.com
717.231.6215
Managing Director Harrisburg insurance-self-insurance, state-local-governments, asset-management
Sarah Schirmer
schirmers@pfm.com
504.930.7686
Senior Managing Consultant New Orleans state-local-governments, consulting, specialized-services
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
Steven Schriever, ChFC, CLU
schrievers@pfm.com
407.723.5942
Senior Managing Consultant Orlando East (fka Fishkind and Associates) consulting, state-local-governments, k-12-schools
Jeffrey Schroeder
schroederj@pfm.com
312.523.2423
Managing Director Chicago asset-management, state-local-governments, k-12-schools
Danielle Scott
scottd@pfm.com
504.930.7690
Senior Managing Consultant New Orleans state-local-governments, consulting
Scott Shearer
shearers@pfm.com
717.231.6262
Managing Director Harrisburg k-12-schools, environmental-utilities, state-local-governments, financial-advisory
Floyd Simpson III, CFA, CFP
simpsonf@pfm.com
215.557.1435
Senior Managing Consultant Philadelphia state-local-governments, endowments-foundations, asset-management
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
Nathan Smith
smithn@pfm.com
512.781.9887
Senior Managing Consultant Austin asset-management, k-12-schools, state-local-governments
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
Paul Stauder
stauderp@pfm.com
734.794.2530
Managing Director Ann Arbor higher-education, 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-revolving-funds, transportation, state-local-governments, financial-advisory
Tim Stidham, CIMA
stidhamt@pfm.com
213.415.1627
Director Los Angeles taft-hartley, state-local-governments, higher-education, endowments-foundations, asset-management
D. Scott Stitcher, CFA, CMFC
stitchers@pfm.com
407.406.5756
Director Orlando healthcare, k-12-schools, higher-education, state-local-governments, community-banks, asset-management
Matthew Stitt
stittm@pfm.com
215.557.1431
Director Philadelphia consulting, state-local-governments
Timothy Sullivan
sullivant@pfm.com
312.523.2468
Managing Director Chicago asset-management, state-local-governments, k-12-schools
Scott Sweeten, BCM, CFS
sweetens@pfm.com
407.406.5754
Senior Managing Consultant Orlando higher-education, state-local-governments, asset-management
Caroline Sylvan
sylvanc@pfm.com
215.557.1244
Director Philadelphia state-local-governments, consulting
Kyle Tanaka
tanakak@pfm.com
213.489.4075
Senior Managing Consultant Los Angeles asset-management, state-local-governments
Caleb Thibodeaux
thibodeauxc@pfm.com
214.247.7078
Analyst Dallas financial-advisory, state-local-governments
Christopher Trump
trumpc@pfm.com
717.213.3803
Managing Director Harrisburg state-local-governments, asset-management
Ian Tyson
tysoni@pfm.com
215.557.1482
Senior Managing Consultant Philadelphia consulting, state-local-governments, k-12-schools
Chuck Upcraft
upcraftc@pfm.com
612.371.3731
Senior Managing Consultant Minneapolis state-local-governments, financial-advisory
Pete Varona
varonap@pfm.com
786.671.7481
Senior Managing Consultant Miami k-12-schools, financial-advisory, state-local-governments
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 higher-education, state-local-governments, specialized-services, asset-management
Kathleen Walters, CFA
waltersk@pfm.com
414.847.5585
Senior Managing Consultant Milwaukee state-local-governments, higher-education, asset-management
Darren Weimer
weimerd@pfm.com
407.723.5900
Senior Engineer Orlando East (fka Fishkind and Associates) transportation, asset-management, state-local-governments, sports-leisure-cultural-facilities
Brent Wilder
wilderb@pfm.com
407.406.5761
Managing Director Orlando k-12-schools, state-local-governments, financial-advisory
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
Erick Winterkamp
winterkampe@pfm.com
571.527.5137
Senior Analyst Arlington financial-advisory, state-local-governments
Paulina Woo
woop@pfm.com
415.470.7815
Managing Director Chandler state-local-governments, asset-management
Anne Wuollet
wuolleta@pfm.com
612.371.3723
Senior Managing Consultant Minneapolis k-12-schools, state-local-governments, financial-advisory