CU
 

Chuck Upcraft

Senior Managing Consultant
PFM Financial Advisors LLC
Contact

50 South 6th St.
Minneapolis, MN 55402

upcraftc@pfm.com
612.371.3731 office

Specialties
Financial Advisory

State & Local Governments

Education
Bachelor's degree
University of Minnesota

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2003

Started in the Field: 1987

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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.

CU
 
Contact

50 South 6th St.
Minneapolis, MN 55402

upcraftc@pfm.com
612.371.3731 office

Specialties
Financial Advisory

State & Local Governments

Education
Bachelor's degree
University of Minnesota

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2003

Started in the Field: 1987

Print/Save as PDF

Download Vcard

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