Karlos Allen

Senior Managing Consultant
PFM Financial Advisors LLC
Contact

1200 Smith Street
Suite 1000
Houston, TX 77002

allenka@pfm.com
713.353.3958 office

Specialties
Financial Advisory, Alternative Finance

State & Local Governments, K-12 Schools, Higher Education

Education
B.A. in Finance
University of Houston

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2019

Started in the Field: 2004

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Karlos Allen joined PFM in 2019 and is responsible for business development as well as day-to-day operational and quantitative functions for municipal advisory engagements.

Karlos comes to PFM with almost 20 years of capital markets experience, having spent time at both national and regional investment banking firms. He has an extensive history serving state and local governments, school districts, institutions of higher education, special districts, other non-profit organizations, and issuers of tax-exempt and taxable securities. Karlos is skilled at providing issuers with innovative financing strategies. Both as underwriter and financial advisor, he has assisted Texas entities with more than 100 transactions totaling over $100 billion.

Since joining PFM, Karlos had the pleasure of supporting various entities throughout Texas including, but not limited to, Texas Public Finance Authority, Texas Southern University, Fort Bend County, Port of Houston, METRO and various tax increment financings.
 
Contact

1200 Smith Street
Suite 1000
Houston, TX 77002

allenka@pfm.com
713.353.3958 office

Specialties
Financial Advisory, Alternative Finance

State & Local Governments, K-12 Schools, Higher Education

Education
B.A. in Finance
University of Houston

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2019

Started in the Field: 2004

Print/Save as PDF

Download Vcard

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