Brett Matteo

Managing Director
PFM Solutions LLC
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

matteob@pfm.com
215.557.1491 office

Specialties
Financial Modeling

State & Local Governments, Higher Education, Healthcare

Education
B.S in Geological Oceanography
Duke University

M.S. in Geology
University of Missouri

MBA
University of Pennsylvania
Wharton School

Started with PFM: 1995

Started in the Field: 1995

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Brett Matteo is a managing director and heads PFM’s financial modeling business, which develops customized strategic planning solutions for higher education institutions, healthcare entities, water and wastewater utilities, governments and other enterprises. These solutions include the development of the Whitebirch planning platform, a tailored, fully-integrated projection model, as well as related consulting and support services.

Prior to this, Brett was a financial advisor in PFM's public finance practice, co-heading both PFM's Higher Education Group and Public Power Group. Additionally, he headed PFM's Quantitative Strategies Group, which provides primary technical, new product, derivative product and modeling expertise for PFM's financial advisory and investment management clients. He has broad experience developing plans of finance for debt transactions, both new money and refundings, while coordinating with PFM's Investment Advisory Group to develop integrated asset/liability management strategies for clients. In his career, Brett has advised on over $50 billion par of financings.

Before joining PFM in 1995, Brett was an investment banker in the public finance departments of two major Wall Street firms. For both he provided day-to-day transaction management and quantitative support on municipal bond transactions. Before beginning his career in finance, Brett was an exploration geologist with Shell Oil Company.

 
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

matteob@pfm.com
215.557.1491 office

Specialties
Financial Modeling

State & Local Governments, Higher Education, Healthcare

Education
B.S in Geological Oceanography
Duke University

M.S. in Geology
University of Missouri

MBA
University of Pennsylvania
Wharton School

Started with PFM: 1995

Started in the Field: 1995

Print/Save as PDF

Download Vcard

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