Charitable Institutions

PFM professionals have over 32 years of experience in providing investment management, financial advisory services and financial modeling/analytical services to charitable institutions. Our strong background in this specialized area gives us an in-depth understanding of the specific challenges facing charitable institutions and informs our approach to providing financial consulting services.

Additionally, our asset management practice manages funds for many not-for-profit entities, several of which are higher education endowment/foundation funds. We provide discretionary fixed-income management services, outsourced Chief Investment Officer services and investment consulting services to these clients. These clients represent approximately 10% of our current client base.

Meet Our People

Name
Position
Location
Hank Fishkind, Ph.D.
407.723.5900
Director
Orlando East (fka Fishkind and Associates)
Kristina F. Powell
646.561.1723
Senior Managing Consultant
New York
Lila Berry
646.561.0722
Senior Managing Consultant
New York
Samantha Myers
609.800.2984
Senior Managing Consultant
Princeton
Mudra Patel
415.393.7258
Senior Managing Consultant
San Francisco
Nicholas Groff
717.213.3815
Senior Portfolio Accountant
Harrisburg
Jane Gaarlandt
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Vivian Carvalho
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Joshua Gawel
215.557.1461
Senior Managing Consultant
Philadelphia
Darren Weimer
407.723.5900
Senior Engineer
Orlando East (fka Fishkind and Associates)
Danielle Scott
504.930.7690
Senior Managing Consultant
New Orleans
Chuck Upcraft
612.371.3731
Senior Managing Consultant
Minneapolis
Steven Schriever, ChFC, CLU
407.723.5942
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Nick Jones
415.982.5544
Senior Managing Consultant
San Francisco
Marie Nasevich, CFP
215.557.1229
Senior Account Coordinator
Philadelphia
Anne Wuollet
612.371.3723
Senior Managing Consultant
Minneapolis
Jennifer Glasgow
407.723.5900
Chief District Accountant
Orlando East (fka Fishkind and Associates)
Brooke Pierce
215.567.6100
Swap Accounting Coordinator
Philadelphia
Joan Evans
307.287.1514
Senior Marketing Representative
Cheyenne
Tamara Kemmler
412.439.8431
Senior Marketing Representative
Harrisburg
Amanda Lane
407.723.5900
Assistant Chief District Accountant
Venessa Ripoll
407.723.5900
Assistant District Manager
Orlando East (fka Fishkind and Associates)
Nick Yatsula
901.466.4557
Senior Managing Consultant
Memphis
Heather Casperson
612.371.3753
Senior Managing Consultant
Minneapolis
Alex Theissen
617.508.5646
Senior Managing Consultant
Boston
Marcie Lewis, CIMA
256.419.2911
Senior Managing Consultant
Huntsville
Lesley Allison
407.406.5753
Senior Managing Consultant
Orlando
Amy Otten
Client Services Senior Analyst
Philadelphia
Jackie Berry
407.723.5929
GIS and Research Analyst
Orlando East (fka Fishkind and Associates)
Elise Lomel
404.410.2227
Senior Managing Consultant
Atlanta
Christopher Rekawek, CFA
717.213.3811
Senior Managing Consultant
Harrisburg
Stanley Geberer
407.723.5900
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
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