Charles Upcraft is a senior managing consultant based in the firm’s Minneapolis office. As a public finance generalist, he has assisted governmental entities at the local and state level in a number of areas including financial planning, managing and executing municipal bond transactions and compliance matters.
Charles works with many of PFM’s financial advisory clients throughout the upper Midwest. He provides these clients with a broad range of financial advisory services including identifying potential financing alternatives for various projects, preparing debt capacity analyses, evaluating debt restructuring opportunities, coordinating rating agency relations and executing debt transactions.
Charles joined PFM in 2003 when it acquired Evensen Dodge, Inc. (EDI), another independent public financial consulting firm. He has more than thirty years of public financial advisory experience with EDI and PFM and in that time has been actively involved in hundreds of issues for a diverse group of clients in Minnesota, North and South Dakota, Iowa, Wisconsin, Missouri and Illinois. He also has special expertise in matters relating to disclosure and post sale regulatory compliance.
He is a graduate of the College of Liberal Arts and the Law School of the University of Minnesota. He has also passed the CPA examination and worked on the staff of a large regional public accounting firm.