Sergio Masvidal

Managing Director
PFM Financial Advisors LLC
Contact

2222 Ponce De Leon Boulevard
Third Floor
Coral Gables, FL 33134

masvidals@pfm.com
786.671.7480 office

Specialties
Financial Advisory

State & Local Governments

Education
B.A. in Psychology
Muhlenberg College

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2003

Started in the Field: 2003

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Sergio is a managing director in the Miami office. He has assumed an active role in providing technical financial advisory support to clients throughout Florida and the Southeast, with a primary focus in South Florida. Sergio is one of the most active financial advisors in Florida in terms of both total par amount and number of transactions completed.

Sergio has extensive experience, having actively managed more than $10 billion of bond transactions. His clients include a variety of cities, counties, school districts, special taxing districts, utilities and transportation authorities.

In his role as project manager, Sergio devotes a significant amount of time providing financial advisory services to cities in South Florida. He has expertise in project financing, having helped develop long-term financing plans that create innovative and cost effective structures. Part of this process includes a comprehensive evaluation of available security pledges and complicated strategic issues, as well as providing guidance on legal structures and developing the credit agency approach for new credits.

 
Contact

2222 Ponce De Leon Boulevard
Third Floor
Coral Gables, FL 33134

masvidals@pfm.com
786.671.7480 office

Specialties
Financial Advisory

State & Local Governments

Education
B.A. in Psychology
Muhlenberg College

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2003

Started in the Field: 2003

Print/Save as PDF

Download Vcard

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