Sergio Masvidal

Managing Director
PFM Financial Advisors LLC
Contact

2222 Ponce De Leon Boulevard
Third Floor
Coral Gables, FL 33134

masvidals@pfm.com
786.671.7480 office

Specialties
Financial Advisory

State & Local Governments

Education
B.A. in Psychology
Muhlenberg College

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2003

Started in the Field: 2003

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Sergio Masvidal is a managing director in the Miami office. He is primarily responsible for leading and providing technical financial advisory services to clients throughout Florida and the Southeast, with a primary focus in South Florida. He has extensive experience, having actively managed over $15 billion of bond transactions over the last 18 years. Sergio’s clients include a variety of Counties, Cities, School Districts, Special Taxing Districts, Utilities and Transportation Authorities.

In his role as project manager, Sergio devotes a significant amount of time providing financial advisory services to cities in South Florida and along the east coast. Sergio has expertise in project financing, having helped develop long-term financing plans that create innovative and cost-effective structures. Part of this process includes a comprehensive evaluation of available security pledges and complicated strategic issues, as well as providing guidance on credit structures and developing the credit agency approach for issuers. 

Sergio has recent relevant experience assisting clients to develop financing strategies for long-term capital improvement programs. In his role as advisor to municipalities with special taxes, transit funding, and general government financings, he has advised both competitive and negotiated public offerings, direct bank placements, as well as TIFIA/WIFIA funding. Sergio has also assisted issuers throughout the South Florida region to maintain high credit ratings from the major credit agencies through the most recent pandemic.

In the community Sergio serves as a volunteer at the Kendall Boys & Girls Club, as well as the Miami-Dade Public Schools Listeners/Oyentes Program. He is also apart of PFM’s Environmental Resiliency team and had previously served as a volunteer committee member on the County’s 100RC “Living with Water” subcommittee.  

 

 
Contact

2222 Ponce De Leon Boulevard
Third Floor
Coral Gables, FL 33134

masvidals@pfm.com
786.671.7480 office

Specialties
Financial Advisory

State & Local Governments

Education
B.A. in Psychology
Muhlenberg College

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2003

Started in the Field: 2003

Print/Save as PDF

Download Vcard

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