Higher Education

Higher education CFOs deal with numerous complex issues, juggling institutional balance sheets, cash flow, risk management, strategic planning, long-term funding, bank relationships -- all of which require diligent attention. The higher education group at PFM has advised on hundreds of higher education transactions totaling billions of dollars. Our specialists constantly monitor changes in the financial landscape that might affect higher education. We are committed to providing our clients with sustainable, yet ingenious, solutions in three major areas: Governance, Cash Flow and Financial Planning and Capital Markets.

Featured Article

 

Mary Peloquin-Dodd to Join PFM’s National Higher Education Team

PFM announced today that Mary Peloquin-Dodd will join PFM as a Director in the Higher Education Group. Mary comes to PFM from North Carolina State University, where she served for 10 years as Associate Vice Chancellor for...<p>

<a class="readMore text-black" href="/newsroom/detail?title=mary-peloquin-dodd-to-join-pfm-s-national-higher-education-team&type=news">View More</a>

Meet Our People

Name
Position
Location
<div style="background-image: url(https://www.pfm.com/images/default-source/default-album/bass_jeremy_web5ae6e4dab53c642a8b8eff0000be9547.jpg?sfvrsn=19da80b7_0);" class="hexagon-in2"></div>
 
Jeremy Bass
617.502.5644
Managing Director
Boston
<div style="background-image: url(https://www.pfm.com/images/default-source/default-album/conway_ryan_web7604e6dab53c642a8b8eff0000be9547.jpg?sfvrsn=253882b7_0);" class="hexagon-in2"></div>
 
Ryan Conway
Managing Director
Charlotte
<div style="background-image: url(https://www.pfm.com/images/default-source/default-album/dabreo_josephfff2e5dab53c642a8b8eff0000be9547.jpg?sfvrsn=b2ce81b7_0);" class="hexagon-in2"></div>
 
Joe DaBreo
617.502.5653
Director
Boston
<div style="background-image: url(https://www.pfm.com/images/default-source/experts/s_hass.jpg?sfvrsn=cf8287b7_2);" class="hexagon-in2"></div>
 
Steven Hass
646.561.0719
Managing Director
New York
<div style="background-image: url(https://www.pfm.com/images/default-source/default-album/toepfer_thomas_web.jpg?sfvrsn=83ce80b7_0);" class="hexagon-in2"></div>
 
Thomas Toepfer
206.858.5360
Managing Director
Seattle
<div style="background-color: #ffd051;" class="hexagon-in2"><span>MP</span></div>
 
Mary Peloquin-Dodd
919.817.1611
Director
Charlotte
<div style="background-color: #ffd051;" class="hexagon-in2"><span>KK</span></div>
 
Karen Kedem
646.561.0716
Director
New York
Our Directory

 

 

Newsletter Sign-up