State Revolving Funds

PFM creates, implements, and advises State Revolving Funds (SRFs) and pooled loan programs for clients throughout the nation, advising on:

  • Optimization of available program security
  • Accessing state matching funds
  • Taking advantage of structures, including reserve fund, cash flow, and hybrid models
  • Understanding state and federal legal issues, and
  • Complying with EPA and other regulatory agency requirements
 

Why PFM

PFM’s financial advisory team has served as advisor on dozens of SRFs with total par amounts exceeding several billion dollars. We believe our success is the result of our extensive knowledge in this specialized practice area.

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Meet Our People

Name
Position
Location
Sarah Moore
734.794.2527
Senior Managing Consultant
Ann Arbor
Katie Hess
704.319.7931
Data Coordinator Administrator
Charlotte
Chuck Upcraft
612.371.3731
Senior Managing Consultant
Minneapolis
Brooke Pierce
215.567.6100
Senior Swaps Coordinator
Philadelphia
Matt Magarity
215.814.1956
Senior Managing Consultant
Philadelphia
Elise Lomel
404.410.2227
Senior Managing Consultant
Atlanta
Mara Lugo
407.406.5765
Senior Managing Consultant
Miami
Andrew Estrada
6175025659
Senior Managing Consultant
Boston
Michael Dennis
407.406.5758
Senior Managing Consultant
Orlando
Amanda Lane
407.723.5900
Senior District Accountant and Training Supervisor
Orlando East
Kathleen Zhang
215.814.1915
Senior Managing Consultant
Philadelphia
Dario Tompkins II
612.371.3744
Senior Managing Consultant
Charlotte
Louise Houghton
213.415.1629
Senior Managing Consultant
New York
Maggie Marshall
206.858.5361
Senior Managing Consultant
Seattle
Garrett Hincken
(215) 557.1495
Senior Managing Consultant
Philadelphia
Lauren Sukovich
215.557.1483
Senior Managing Consultant
Philadelphia
Marc Pitcher
215.557.1267
Director of Sales and Marketing
Philadelphia
Amy Champagne
407.723.5900
Senior District Accountant, Lien Book and Assessment Administration
Orlando East
Christopher Alexander
407.406.5763
Senior Managing Consultant
Orlando

 

 

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