PFM Announces CEO Transition

PFM announces that CEO Dan Hartman has decided to return to a direct client support role, effective April 7, 2025. The PFM board has unanimously named JoAnne Carter, managing director and president of PFM Financial Adviso...

PFM Welcomes Robert McDermott as Director

Robert McDermott has joined PFM as a Director for PFM Group Consulting LLC.

Mudra Patel Selected as a 2024 Bond Buyer Rising Star

Mudra Patel, Senior Managing Consultant at PFM, has been named a 2024 Bond Buyer Rising Star. Mudra's innovative approach and leadership set her apart in the industry.

Why Public Finance? Insights from PFM’s CEO Dan Hartman

In public finance, your work directly benefits communities. You will see the positive impacts of your efforts, whether you are facilitating the financing of a new public park or improving transportation systems.

SLGS Program Amendments l What You Need to Know

The Treasury Department’s Bureau of the Fiscal Service has released a final rule amending the regulations for State and Local Government Series (SLGS) securities.

Discover the Unique Potential of Demand Deposit SLGS

With the current yield higher than historical norms, Demand Deposit State and Local Government Series (SLGS) securities are an attractive investment option for various types of accounts.

Long-time Municipal Advisor and Partner of PFM Financial Advisors, Paul Stauder, Leav...

Paul Stauder, a distinguished Managing Director in PFM's Ann Arbor office retires after a 47-year career.

PFM Financial Advisors Welcomes Brodie Killian as Director

Brodie Killian has joined PFM Financial Advisors as a Director of the Ann Arbor, Michigan office.

PFM Welcomes Xay Khamsyvoravong

Xay Khamsyvoravong has joined PFM as a director, bringing extensive experience as an issuer, municipal advisor, underwriter, and civic leader. With a career encompassing over $2.5 billion in infrastructure financings, Xay...

PFM Announces Four New Managing Directors

PFM Financial Advisors LLC (PFMFA) and PFM Group Consulting LLC (PFMGC) have announced a total of four promotions to the position of Managing Director. PFMFA has promoted Eric Brown, Brian Carter, and Blake Roberts and PF...

Matthew Stitt Selected by the Bond Buyer as a 2023 Rising Star

PFM Director Matthew Stitt has been named a 2023 Rising Star by the Bond Buyer. The recognition highlights his efforts to integrate equity into public finance, budgeting, and foster inclusive economic growth.

PFM Boosts Healthcare Expertise with Asset Acquisition of Melio & Company

PFM is proud to expand its healthcare practices with the asset acquisition of Melio & Company, a premiere healthcare financial advisory firm.

Inflation Reduction Act l Considerations for Tax-Exempt Entities

The Inflation Reduction Act (IRA) includes tax incentives designed to reduce the cost of a transition to cleaner energy. The incentives created by IRA could significantly shift how tax-exempt entities generate power and e...

PFM Perspectives l Understanding Compensating Balances

With the Federal Reserve raising interest rates, treasury departments may consider adjusting cash management strategies to take advantage of potential increased returns on deposits. This changing economic environment high...

PFM Welcomes Back Melissa LaBuda

A distinguished public utility expert, Melissa LaBuda returns to PFM after 24 years of advising and serving public power, water, and combined utility systems across the U.S.

JoAnne Carter Honored with Trailblazer Award

For 28 years JoAnne Carter has been a trail blazer for PFM, its clients and her colleagues. For these reasons and so many more, JoAnne was selected for a 2022 Trailblazing Women in Public Finance Award.

PFM Welcomes Nathaniel "Nat" Singer

Nat serves as a Senior Director working on both financial and swap advisory engagements on a national basis. A former Chair of the Municipal Securities Rulemaking Board, Nat brings nearly four decades of experience to PFM...

Karen Kedem joins PFM’s National Higher Education Team

Karen Kedem has joined PFM as a Director in the Higher Education Group. She has two decades of capital markets experience including investment banking, rating strategy, and credit analysis. 

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...

Maximizing New Federal Infrastructure Funds

More than $110 billion of Infrastructure Investment and Jobs Act (IIJA) Funds have already been awarded. PFM’s strategic approach to IIJA involves intentional and innovative financial planning which can be bolstered...

PFM Perspectives l An Equity-Focused Approach to Banking Services RFPs

Over the past five years, PFM's treasury consulting team observed an average of 39% savings on banking fees among clients after the Request for Proposal (RFP) process. With the right approach and attention, equity can bec...

PFM Presents: Expanding Opportunity Through the IIJA

In this second webinar of a two-part series, PFM’s experts explore financing tools such as TIFIA, State Revolving Funds, new loan programs, P3s/P4s, and private activity bonds. As well as discuss emerging topics to ...

PFM Presents: Financial Planning to Maximize the Benefits of the IIJA

PFM’s Financial Advisory and Management and Budget Consulting teams discuss key considerations for state and local governments looking to incorporate the funding and financing mechanisms of the Infrastructure Invest...

PFM Announces Appointment of Lynn Evans and Art Torres as Independent Directors

PFM, the nation’s leading independent financial advisor in terms of transactions and par amount, today announced the appointment of Lynn Evans and Art Torres as independent directors on its Board.

A Message from PFM’s New CEO Dan Hartman

On December 7th, PFM started a new era in our firm’s history.

U.S. Bank Acquires PFM’s Asset Management Business

U.S. Bank announced today that it has entered into a definitive agreement to purchase PFM Asset Management LLC under its subsidiary, U.S. Bancorp Asset Management

PFM Welcomes Returning Senior Professional

Charles “Chuck” Matthews returns to the firm after spending 10 years in investment banking. 

Equitable Recovery in Practice

Many local governments are working to address longstanding issues related to healthcare, poverty, access, policing, and criminal justice that disproportionately burden communities of color.

Healthcare Finance Newsletter

Healthcare Finance Newsletter - February 2021

PFM's Center for Justice & Safety Finance Explores the Defunding Debate

The reality is that many of the approaches sought by the defund the police movement are completely consistent with several best practices in budgeting. 

PFM Names Matthew Stitt as Director and National Lead for Equitable Recovery and Stra...

We Value Your Security Vol. 2 No. 2 | Don't Take the Bait

Throughout the COVID-19 pandemic, there has been an increase in the danger and frequency of phishing attempts.

Sarah Schirmer Discusses Governor Cuomo's Executive Order that is Helping Communities...

PFM Perspectives | Addressing Systematic Racism

The Center for Justice & Safety Finance is one of the critical ways that PFM has worked to combat systemic racism.

PFM Special Report | Meeting Debt Covenants During the COVID-19 Pandemic

The COVID-19 pandemic has adversely affected the healthcare industry, causing sharp declines in revenue and cash flow.

Managing Director David Eichenthal Discusses the Debate over Defunding the Police

PFM Perspectives | Higher Education Strategies for Managing Resources

The coronavirus outbreak will require colleges and universities to make tough decisions as they grapple with how to manage resources.

PFM's Commitment to Change

The PFM community stands in solidarity with all people of color and is committed to working toward racial equity and justice in our communities and our country.  

PFM Perspectives | A Practical Guide to Decision-Making in the COVID-19 Crisis

This article offers practical advice on how to evaluate the effect and efficacy of gap-closing initiatives.

We Value Your Security Vol. 2 No. 1 | Helping Protect Against Vendor Email Compromise...

Vendor email compromise is when criminals use lookalike domains or email spoofing techniques to trick employees, acting as the regular vendor.

Munis Take Britain

PFM's work in the UK is featured in this Bloomberg Brief. 

We Value Your Security | When You Just Aren’t Yourself: Combating Social Engineering ...

Stopping social engineering attacks begins with awareness.

PFM Issuer Insight | Preparing for the LIBOR to SOFR Transition

SOFR Set to Replace LIBOR