JoAnne Carter

Managing Director
PFM Financial Advisors LLC
Contact

4350 North Fairfax Drive
Suite 580
Arlington, VA 22203

carterj@pfm.com
571.527.5140 office

Specialties
Financial Advisory

State & Local Governments, Transportation

Education
B.S. in Applied Mathematics

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Municipal Advisor Principal (Series 54)

Started with PFM: 1992

Started in the Field: 1992

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JoAnne Carter is a managing director based in the firm’s Arlington, Virginia office. As a public finance generalist, JoAnne has assisted her clients with financial planning, financial policy development, and managing and executing municipal bond transactions. Over the course of her career, she has advised on more than $17 billion of financings.

JoAnne leads the south region of PFM’s financial advisory practice. As the architect of PFM’s financial advisory business in Virginia, she has advised a mix of state and local clients over the course of her career, including Fairfax, Stafford, and Prince William counties, the Fairfax County Water Authority, the Virginia Department of Transportation, and the cities of Newport News and Norfolk. In Georgia, JoAnne advises Gwinnett and Cobb counties. Currently, she has lead responsibility for advising Fairfax County, the Virginia Port Authority, the Northern Virginia Transportation Authority and the Virginia Railway Express.

As part of the firm’s management and budget consulting practice, she contributed to the development and modeling of a multi-year strategic financial recovery plan for the District of Columbia, and the execution of more than $500 million in long-term and short-term financings in the District.

JoAnne first joined PFM in 1992 as a financial analyst in the firm’s Investment Management Group, where she played a key role in providing investment management services to a variety of clients, including the Commonwealth of Virginia Treasury Board.

 
Contact

4350 North Fairfax Drive
Suite 580
Arlington, VA 22203

carterj@pfm.com
571.527.5140 office

Specialties
Financial Advisory

State & Local Governments, Transportation

Education
B.S. in Applied Mathematics

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Municipal Advisor Principal (Series 54)

Started with PFM: 1992

Started in the Field: 1992

Print/Save as PDF

Download Vcard

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