Healthcare

Amidst the challenges of a rapidly evolving healthcare environment, PFM’s healthcare practice combines experienced financial advice, disciplined management and ingenuity to assist clients with capital raising, strategic planning, financial risk advisory services, balance sheet optimization, as well as capital markets strategy, mergers and acquisitions advisory services and corporate strategy.

Clients

For over 30 years, PFM’s healthcare practice has generated powerful results for not-for-profit healthcare providers of all sizes ranging from multi-state health systems to academic medical centers, community hospitals and senior care providers. Our multiple locations across the nation allow us to remain geographically close to our clients and their service areas.

Services

We advise healthcare clients on financing programs, spanning virtually every type of financing plan, security, legal structure and credit quality. Through our asset management services, we provide healthcare clients with the benefit of recognized investment advisory expertise, managing operating and reserve accounts as well as endowments foundations and retirement plans.

Contact

For information regarding our advisory services for healthcare providers, please contact one of our professionals listed under the Meet Our People tab, or click the Contact Us button below.

Featured Article

 

Healthcare Finance Newsletter | May 2020

<a class="readMore text-black" href="/docs/default-source/default-document-library/pfm-healthcare-finance-newsletter_may2020.pdf?sfvrsn=7472c862_0" Target="_blank">Read More</a>

Meet Our People

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