Mary Peloquin-Dodd

Director
PFM Financial Advisors LLC

Contact

Calhoun Building
11605 North Community House Road
Suite 500
Charlotte, NC 28277

Specialties
Endowments & Foundations, Higher Education, Charitable Institutions

Alternative Finance, Financial Advisory

Education
Bachelor of Arts
University of North Carolina at Chapel Hill

Master of Regional Planning
University of North Carolina at Chapel Hill

Professional Designations or Licenses
Municipal Advisor (Series 50)

Started with PFM: 2022

Started in the Field: 1987

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Mary Peloquin-Dodd is a director in the PFM Higher Education Group. Her role at PFM focuses on alternative delivery and public private partnerships (P3), and strategic finance projects for higher education clients. Typical projects include M&A, asset monetization and disposition, real estate/economic development, financial improvement strategies, and workforce organization solutions.

Mary comes to PFM from North Carolina State University, where she served for 10.5 years as Associate Vice Chancellor for Finance and University Treasurer. At NC State, Mary led all central finance departments for NC State, with a staff of 170 professionals, and was responsible for all asset/liability management including investment management. Prior to North Carolina State University, Mary was a Managing Director at Standard & Poor’s (S&P) in New York for 25 years, where she led bond and credit ratings for higher education and not-for-profit corporations.

As a thought leader in higher education, Mary is a regular speaker at industry conferences, has published numerous articles on higher education finance during her career, and participated in industry focus groups such as the National Association of College and University Business Officers (NACUBO), the Governmental Accounting Standards Board (GASB) and the Financial Accounting Standards Board (FASB). She was a Board Member of the Treasury Institute for Higher Education, and for many years served on the Program Committee as a member and chair of the annual Symposium. Mary is a Series 50 Registered Municipal Advisor. She holds both a bachelor's and a master's degree from UNC-Chapel Hill.

Mary Peloquin-Dodd

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