Directory Results

Name Position Location Expertise
Karlos Allen
allenka@pfm.com
713.848.6420
Director
PFM Financial Advisors LLC		 Houston state-local-governments, k-12-schools, higher-education, financial-advisory, alternative-finance
Jeremy Bass
bassj@pfm.com
617.502.5644
Managing Director
PFM Financial Advisors LLC		 Boston healthcare, higher-education
Kari L. Blanchett
blanchettk@pfm.com
734.794.2523
Managing Director
PFM Financial Advisors LLC		 Ann Arbor higher-education, state-local-governments, k-12-schools, financial-advisory
Joseph Breen
breenj@pfm.com
215.557.1216
Senior Analyst
PFM Financial Advisors LLC		 Philadelphia financial-advisory, higher-education, state-local-governments, transportation
Brian Carter
carterb@pfm.com
215.814.1962
Managing Director
PFM Financial Advisors LLC		 Philadelphia higher-education, healthcare, financial-advisory, charitable-institutions
Heather Casperson
caspersonh@pfm.com
612.371.3753
Senior Managing Consultant
PFM Financial Advisors LLC		 Minneapolis state-local-governments, k-12-schools, financial-advisory, higher-education
Lorraine Cedeno
cedenol@pfm.com
212.809.4212
Managing Associate
PFM Financial Advisors LLC		 New York higher-education, transportation, financial-advisory
Ryan Conway
conwayr@pfm.com
 Managing Director
PFM Financial Advisors LLC		 Charlotte higher-education
John Crotty
crottyj@pfm.com
215.557.1410
Director
PFM Financial Advisors LLC		 Philadelphia state-local-governments, specialized-services, higher-education, financial-advisory
Jacob Cusatis
cusatisj@pfm.com
215.557.1474
Analyst
PFM Swap Advisors LLC		 specialized-services, financial-modeling, state-local-governments, higher-education, public-power
Joe DaBreo
dabreoj@pfm.com
617.502.5653
Director
PFM Financial Advisors LLC		 Boston financial-advisory, higher-education
Matthew Eisel
eiselm@pfm.com
571.527.5126
Managing Director
PFM Financial Advisors LLC		 state-local-governments, higher-education, healthcare
David Gonzalez
gonzalezd@pfm.com
210.563.1662
Director
PFM Financial Advisors LLC		 San Antonio financial-advisory, state-local-governments, k-12-schools, higher-education
Stephanie Gotfried
gotfrieds@pfm.com
215.557.1475
Analyst
PFM Group Consulting LLC		 Philadelphia healthcare, state-local-governments, higher-education, consulting
Kristin Hanson
hansonk@pfm.com
414.847.5586
Director
PFM Financial Advisors LLC		 Milwaukee state-local-governments, higher-education, k-12-schools, financial-advisory
Steven Hass
hasss@pfm.com
646.561.0719
Managing Director
PFM Financial Advisors LLC		 New York higher-education, financial-advisory
Shirley Hay
hays@pfm.com
734.812.8480
Director
PFM Group Consulting LLC		 Ann Arbor consulting, healthcare, higher-education, endowments-foundations, charitable-institutions, corporations
Karen Kedem
kedemk@pfm.com
646.561.0716
Director
PFM Financial Advisors LLC		 New York higher-education, financial-advisory
Daniel H. Kozloff
kozloffd@pfm.com
215.557.1412
Managing Director
PFM Financial Advisors LLC		 Philadelphia state-local-governments, higher-education, financial-advisory, specialized-services
Charles “Chuck” Matthews
matthewsc@pfm.com
215.557.1429
Managing Director
PFM Financial Advisors LLC		 Philadelphia state-local-governments, transportation, higher-education, financial-advisory
Sarah Mayanja
mayanjas@pfm.com
215.557.1254
Senior Analyst
PFM Group Consulting LLC		 Dallas consulting, healthcare, higher-education, state-local-governments
Caitlyn McDevitt
mcdevittc@pfm.com
(617) 502.5643
Analyst
PFM Financial Advisors LLC		 Boston higher-education, financial-advisory
Toinette Miller
millert@pfm.com
214.247.7083
Director
PFM Group Consulting LLC		 Dallas state-local-governments, higher-education, healthcare, consulting
Cailin Nappi
nappic@pfm.com
215.814.1954
Senior Analyst
PFM Financial Advisors LLC		 Philadelphia state-revolving-funds, state-local-governments, higher-education, financial-advisory
Michael Nicolescu
nicolescu@pfm.com
nicolescu@synario.com
215.557.1264
Director of Client Success Synario
PFM Solutions LLC		 Philadelphia public-power, financial-modeling, state-local-governments, higher-education, corporations
Mary Peloquin-Dodd
doddm@pfm.com
919.817.1611
Director
PFM Financial Advisors LLC		 Charlotte endowments-foundations, charitable-institutions, alternative-finance, higher-education, financial-advisory
Alexia Pereira
pereiraa@synario.com
215.814.1934
Director of Product
PFM Solutions LLC		 Philadelphia higher-education, financial-modeling
Bethany Pugh
pughb@pfm.com
440.863.5820
Managing Director
PFM Financial Advisors LLC		 Cleveland state-local-governments, higher-education, financial-advisory
Brandon M. Rosenbluth
rosenbluthb@pfm.com
215.557.1286
Managing Director
PFM Solutions LLC		 Philadelphia state-local-governments, higher-education, financial-modeling, corporations
Julie Santamaria
santamariaj@pfm.com
 Director
PFM Financial Advisors LLC		 Orlando state-local-governments, financial-advisory, higher-education, k-12-schools
Matthew Schoenfeld
schoenfeldm@pfm.com
206.858.5365
Senior Managing Consultant
PFM Financial Advisors LLC		 Seattle financial-advisory, higher-education, state-local-governments
Trina Smith
smithtr@pfm.com
215.557.1430
Director
PFM Financial Advisors LLC		 Philadelphia state-local-governments, higher-education, financial-advisory
Thomas Toepfer
toepfert@pfm.com
206.858.5360
Managing Director
PFM Financial Advisors LLC		 Seattle financial-advisory, higher-education, financial-modeling, environmental-utilities, state-local-governments
Sean Wahl
wahls@pfm.com
734.794.2536
Senior Managing Consultant
PFM Financial Advisors LLC		 Ann Arbor state-local-governments, k-12-schools, higher-education, financial-modeling, financial-advisory
Kathleen Zhang
zhangk@pfm.com
215.814.1915
Senior Managing Consultant
PFM Financial Advisors LLC		 Philadelphia higher-education, healthcare, financial-advisory