Thomas Toepfer

Director
PFM Financial Advisors LLC
Contact

Holyoke 107 Spring Street
Seattle, WA 98104

toepfert@pfm.com
206.858.5360 office

Specialties
Financial Advisory

Education
German Diplom-Kaufmann (MBA)
Finance Courses
University of Washington

German Diplom-Kaufmann (MBA)
Humboldt University of Berlin

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2009

Started in the Field: 2009

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Thomas Toepfer joined PFM in 2009 and provides financial advisory services to private and public universities, as well as cities and counties in the Western United States. Thomas advises his clients on a broad range of capital markets related services such as capital structure evaluation, risk assessment and management, debt capacity analysis, operating pro-forma analysis, rating agency strategy and evaluating public-private partnerships. He advises on negotiated and competitive bond transactions, and direct bank loans for various types of fixed and variable rate debt. He has most recently worked with University of Southern California, Oregon State University, Washington State University, Loyola Marymount University, Seattle Pacific University and Whitworth University.

Thomas also provides financial advisory services to several local government clients on debt issuances for infrastructure projects. Recently, Thomas led our PFM team advising Clark County, NV on the $750 million public funding portion for the new NFL Raiders stadium in Las Vegas.

Thomas is a graduate of Humboldt-University of Berlin School of Business and Economics, where he earned the German Diplom-Kaufmann (MBA). He also studied abroad at the University of Washington completing several MBA finance courses. He also served as a speaker at finance conferences such as Western Association of College and University Business Officers (WACUBO), the Washington State Association of County Treasurers (WSACT) and the Washington Public Treasurers Association (WPTA).
 
Contact

Holyoke 107 Spring Street
Seattle, WA 98104

toepfert@pfm.com
206.858.5360 office

Specialties
Financial Advisory

Education
German Diplom-Kaufmann (MBA)
Finance Courses
University of Washington

German Diplom-Kaufmann (MBA)
Humboldt University of Berlin

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2009

Started in the Field: 2009

Print/Save as PDF

Download Vcard

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