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.

Meet Our People

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