David Walters, CFA

Senior Managing Consultant
PFM Asset Management LLC
Contact

115 South 84th Street
Suite 315
Milwaukee, WI 53214

waltersd@pfm.com
414.847.5581 office

Specialties
Asset Management, Specialized Services

State & Local Governments, K-12 Schools

Education
B.S. in Finace
with Business Law
Pennsylvania State University

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

Started with PFM: 2007

Started in the Field: 2007

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David Walters joined PFM's Arbitrage & Tax Compliance Group in 2007 and is a senior managing consultant in the Milwaukee office. David performs and reviews arbitrage rebate calculations, yield restriction compliance analysis, spending exception analysis, transferred proceeds calculations, commingled funds analysis and other arbitrage-related services.

David provides arbitrage rebate services to school districts and other governmental issuers with bond proceeds invested in PFM-managed local government investment pool (LGIP) programs throughout the country. He also provides comprehensive arbitrage rebate compliance services to nationally based issuers. David works with issuers to help them understand complex arbitrage requirements and ease the burden of compliance. As part of his efforts to educate issuers, he has spoken on topics covering arbitrage rebate and post-issuance compliance at several industry conferences throughout the Midwest. He also performs verification agent services for a variety of transactions, including current and advance refundings, cash defeasances, mixed escrows, and transferred proceeds penalties.

David is a member of the Chartered Financial Analyst (CFA) Institute and the CFA Society of Chicago.

 
Contact

115 South 84th Street
Suite 315
Milwaukee, WI 53214

waltersd@pfm.com
414.847.5581 office

Specialties
Asset Management, Specialized Services

State & Local Governments, K-12 Schools

Education
B.S. in Finace
with Business Law
Pennsylvania State University

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

Started with PFM: 2007

Started in the Field: 2007

Print/Save as PDF

Download Vcard

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