KA
 

Karlos Allen

Senior Managing Consultant
PFM Financial Advisors LLC
Contact

1200 Smith Street
Suite 1600
Houston, TX 77002

allenk@pfm.com
713.353.4600 office

Specialties
Alternative Finance, Financial Advisory, Consulting

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

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 January 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, healthcare, 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.

Prior to PFM, Karlos had the pleasure of supporting various entities throughout Texas including, but not limited to, City of Houston, Harris County, Texas Public Finance Authority, University of Houston System, Klein ISD, Spring ISD, Lone Star College, Houston Community College, Fort Bend County and METRO.

KA
 
Contact

1200 Smith Street
Suite 1600
Houston, TX 77002

allenk@pfm.com
713.353.4600 office

Specialties
Alternative Finance, Financial Advisory, Consulting

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

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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