Financial Advisory

Our 40+ year reputation is built upon putting our clients first. Our goal is to reduce our clients’ financing costs and identify risks in ever-changing markets.

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Municipal Market Monthly Market Review - July 2020

Municipal Market Monthly Market Review - July 2020

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

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Meet Our People

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