Katherine Clupper

Managing Director
PFM Financial Advisors LLC
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

clupperk@pfm.com
215.557.1481 office

Specialties
Financial Advisory

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

Education
B.S.W.
Shippensburg University

MBA
Temple University

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2003

Started in the Field: 1987

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Katherine works with a range of issuers in the Mid-Atlantic region. She also assists in the development of non-profit and higher education clients in Pennsylvania, Maryland, New Jersey and Delaware.

Katherine brings 30 years of experience working for investment banking firms, for financial advisory firms and as an issue manager in Philadelphia. She was the assistant to the director of finance for the City of Philadelphia where she worked for the city treasurer’s office in debt management, acting as issue manager for approximately one billion dollars of securities. She has also worked for the Pennsylvania State Legislature. As an investment banker and a financial advisor for other firms, her responsibilities included business development in Pennsylvania, New Jersey, Delaware and Maryland, and working with a range of issuers providing financial advice in the area of debt management and capital financing. Katherine joined PFM in 2003.

She currently works with several large state and regional issuers such as the Pennsylvania Industrial Development Authority, City of Philadelphia, Pittsburgh Water and Sewer Authority, Commonwealth Financing Authority and the Pennsylvania Industrial Development Authority. Additionally, she provides financial advisory services to a variety of non-profit and higher education organization such as Temple University, Drexel University and several smaller non-profits and secondary schools. Katherine has assisted her clients in successfully entering into the public markets, implementing best practices in managing their debt portfolio, analyzing and developing credit and long term asset/liability strategies. She has provided her clients with advice addressing transaction management, financial strategic planning, credit analysis and implementation of best practices.

Ms. Clupper has an MBA in finance from Temple University and currently serves on the board of directors of the Urban Affairs Coalition and the Committee of 70. She is also a member of the Forum of Executive Women.

 
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

clupperk@pfm.com
215.557.1481 office

Specialties
Financial Advisory

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

Education
B.S.W.
Shippensburg University

MBA
Temple University

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2003

Started in the Field: 1987

Print/Save as PDF

Download Vcard

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