KZ
 

Kathleen Zhang

Analyst
PFM Financial Advisors LLC
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

zhangk@pfm.com
215.814.1915 office

Specialties
Financial Advisory

Higher Education, Healthcare

Education
B.A. in Philosophy, Politics and Economics
University of Pennsylvania

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2018

Started in the Field: 2018

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Kathleen Zhang is an analyst in PFM’s Financial Advisory business, specifically supporting PFM’s Higher Education and Healthcare practices in Boston, MA. Her job responsibilities include structuring, sizing, and pricing municipal bond issues; assessing municipal issuers’ outstanding debt, debt capacity, and credit; ongoing monitoring of refinancing opportunities; and other financial advisory services analysis. Kathleen has experience working with both public and private higher education institutions, including independent schools.

Prior to joining the Higher Education/Healthcare practices, Kathleen worked in PFM’s East Financial Advisory Pool, where she assisted clients in the local and state government sectors.

KZ
 
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

zhangk@pfm.com
215.814.1915 office

Specialties
Financial Advisory

Higher Education, Healthcare

Education
B.A. in Philosophy, Politics and Economics
University of Pennsylvania

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2018

Started in the Field: 2018

Print/Save as PDF

Download Vcard

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