Chris joined PFM in 2008 and works in the Harrisburg office. As a project manager in the Structured Products Group, Chris manages projects related to structured investments and is the firm’s primary liaison to the structured investment community. In this capacity, he advises clients on the implementation, amendment, valuation and termination of various investment agreements. Additionally, Chris has experience negotiating and monetizing bankruptcy claims settlements and restructuring and terminating leveraged lease portfolios. He has provided investment advisory services related to structured investments on over $25 billion of assets.
Chris also focuses on the technical analysis and structuring and procurement of refunding and cash defeasance escrow investments. In this capacity, Chris has provided investment advisory services on over $185 billion of related assets.
Chris also conducts training sessions on escrow optimization, bond proceeds reinvestment, and structured investments for clients and colleagues. He helps run PFM’s asset management analyst training program including curriculum development and content delivery. Chris is also a founding member of PFM’s Reserve Fund Committee and assists with the firm’s management of reserve fund proceeds.
Chris is an advisory board member for the Harrisburg High School/Florida A&M University School of Business and Industry.