PFM Welcomes Returning Senior Professional


Philadelphia, PA (April 22, 2021): PFM, one of the nation’s leading providers of financial advisory and asset management services, announced today that Charles “Chuck” Matthews returned to the firm after spending 10 years in investment banking. Charles rejoins the firm in our financial advisory business where he will be advising clients throughout PFM’s Mid-Atlantic and South footprint and expanding our reach in regions of strategic focus.

JoAnne Carter, managing director and leader of PFM’s South financial advisory region comments, “It is wonderful to be working with Chuck again. When a PFM alumnus returns, especially one of Chuck’s caliber, it is an affirmation that our firm is built on a foundation of enduring values and poised to press forward. We are all looking forward to collaborating with him again.” 

Mr. Matthews left PFM in 2010, after 14 years of service, to pursue a career in investment banking. In that time, he served as a senior manager to issuers around the Mid-Atlantic region, including the City of Philadelphia (PA), the City of Norfolk (VA), the City of Wilmington (DE) and MARTA in Atlanta, GA.  

“I am excited to be back at PFM where I began my career in public finance. The firm has continued to grow and provide outstanding services to municipalities, and the professionals here are among the best in the business. The original vision of PFM solely providing independent advisory services to clients without conflict has never changed, and I am looking forward to helping the firm continue to grow,” Charles explains.

Charles holds an A.B. in Economics from Princeton University and an M.S. in Finance from George Washington University. He is also quite active in his community, having served on several boards in his neighborhood of Northwest Philadelphia and volunteering his time with youth sports organizations.  Most recently, he co-founded a grass-roots, non-partisan campaign to increase voter turnout and promote voter education and awareness in the Philadelphia area during the 2020 election and for future elections.  

About PFM

At PFM, over 600 employees - asset managers, financial advisors and consultants - partner with clients in every region of the country to transform their world. We combine superior financial advice, disciplined management and ingenuity to build, power, move and educate.

PFM is the marketing name for a group of affiliated companies providing a range of services. All services are provided through separate agreements with each company. This material is for general information purposes only and is not intended to provide specific advice or a specific recommendation.


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