Jeremy Bass

Managing Director
PFM Financial Advisors LLC
Contact

100 High Street
23rd Floor
Boston, MA 02110

bassj@pfm.com
617.502.5644 office

Specialties
Financial Advisory

Higher Education

Education
B.A. in Economics and Education
Bucknell University

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2001

Started in the Field: 2001

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Jeremy Bass is a managing director in the Boston office and provides financial advisory services to public universities, private colleges and universities, and municipalities. A senior member of PFM’s higher education practice, he works with College and University clients nationally but with a focus in New England and the Mid-Atlantic.

Jeremy advises his clients on a broad range of capital markets related services, including capital structure evaluation, risk analysis, debt capacity analysis, rating agency strategy, strategic planning and financial forecasting, and transaction execution. He has assisted colleges and universities in building complex financial models to evaluate initiatives, obtain first time bond ratings, and manage rating communication. He has advised on billions in financings for colleges and universities on a wide range of structures including fixed rate, variable rate, private placements, and synthetic structures using swaps.

 
Contact

100 High Street
23rd Floor
Boston, MA 02110

bassj@pfm.com
617.502.5644 office

Specialties
Financial Advisory

Higher Education

Education
B.A. in Economics and Education
Bucknell University

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2001

Started in the Field: 2001

Print/Save as PDF

Download Vcard

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