Michael Steinbrook

Director
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

steinbrookm@pfm.com
717.231.6280 office

Specialties
Asset Management, Specialized Services

State & Local Governments, Transportation

Education
B.S. in Business Administration and Accounting
Washington and Lee University

MBA in Finance and Accounting/Taxation
Fordham University

Started with PFM: 2004

Started in the Field: 2004

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Mike Steinbrook joined the PFM's Arbitrage and Tax Compliance Group in 2004 as an analyst in the Harrisburg office and was promoted to director in 2014. Mike’s primary duties include performing arbitrage rebate calculations, yield restriction compliance analysis, spending exception analysis, cash flow analysis, transferred proceeds calculations, commingled funds analysis, variable-rate yield computations, liability optimization strategies, and other arbitrage related services. He also assists issuers in the development and implementation of investment strategies for tax-exempt bond proceeds.

As a director, Mike is responsible for managing PFM’s arbitrage rebate clients in Texas, as well as the Northeast and Midwest regions of the country. He tracks arbitrage rebate compliance for PFM’s Texas and Midwest region local government investment pools (LGIPs). Additionally, Mike manages PFM’s verification practice, providing refunding and escrow verification agent services for various transactions. In the last five years, Mike has managed the team that has served as verification agent on more than 340 separate transactions representing in excess of $23 billion par amount. Mike provides on-site group and individual client staff training regarding arbitrage rebate and post-issuance compliance. He is a frequent speaker at conferences in the Midwest.

 
Contact

213 Market Street
Harrisburg, PA 17101

steinbrookm@pfm.com
717.231.6280 office

Specialties
Asset Management, Specialized Services

State & Local Governments, Transportation

Education
B.S. in Business Administration and Accounting
Washington and Lee University

MBA in Finance and Accounting/Taxation
Fordham University

Started with PFM: 2004

Started in the Field: 2004

Print/Save as PDF

Download Vcard

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