Public Power

Power providers face many challenges in today's environment. How can municipal power providers build the required infrastructure, remain flexible enough to respond to future opportunities, but still maintain their competitive rates and healthy financial position? PFM's public power practice helps many issuers answer this complex question by assisting providers in developing financial strategies to leverage their access to low-cost, tax-exempt financing.

Partnering with clients’ internal finance staff, PFM's public power professionals help effectively manage the entire balance sheet, not just debt, in order to help keep billing rates as low as possible in the current market. Our experience working with more than half of the 50 largest public power providers in the U.S. allows PFM to bring knowledge of the overall industry to bear on our clients’ behalf. PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street.

While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of our public power clients. They provide asset management and consulting relating to cash and short-term assets, reserve and/or bond proceeds funds, along with retirement, nuclear decommission trust, or other multi-asset class portfolios.

Our extensive knowledge of both sides of the balance sheet allows us to identify asset management opportunities that can benefit our public power clients. These opportunities may manifest themselves in improving investment policy structure and guidelines, improving asset/liability or cash flow matching for construction projects, adjusting asset allocations to better mitigate various risks, or using structured products and other non-traditional assets to build custom portfolios to meet specific client needs.

Meet Our People

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