State Revolving Funds

State Revolving Funds (SRF) are a perpetual source of financing for state projects. The term “Revolving Fund” means that interest earned and money repaid is put back into the program to fund additional projects.

PFM’s financial advisory team has served as advisor on dozens of SRFs with total par amounts exceeding several billion dollars. Our success in creating and implementing SRF and pooled loan programs for our clients throughout the nation is a result of our extensive knowledge in this specialized practice area, including:

  • Optimization of available program security including equity funds, loan collateralization, moral obligation pledge and state intercept mechanisms, etc.
  • Thorough understanding of EPA regulations
  • State match funding sources
  • Leveraging structures: Reserve fund, cash flow and hybrid models
  • Federal and state legal issues (i.e. IRS regulations, solutions to address TIPRA, etc.)

Meet Our People

Name
Position
Location
Joseph Visalli
215.557.1469
Senior Managing Consultant
Philadelphia
Sarah Moore
734.794.2527
Senior Managing Consultant
Ann Arbor
Katie Hess
704.319.7931
Data Coordinator Administrator
Charlotte
Sean Wahl
734.794.2536
Senior Managing Consultant
Ann Arbor
Alexia Pereira
215.814.1934
Client Success Manager
Philadelphia
Heather Casperson
612.371.3753
Senior Managing Consultant
Minneapolis
Chuck Upcraft
612.371.3731
Senior Managing Consultant
Minneapolis
Brooke Pierce
215.567.6100
Senior Swaps Coordinator
Philadelphia
Matt Magarity
215.814.1956
Senior Managing Consultant
Philadelphia
Elise Lomel
404.410.2227
Senior Managing Consultant
Atlanta
Kristina F. Powell
646.561.1723
Senior Managing Consultant
New York
Mudra Patel
415.393.7258
Senior Managing Consultant
San Francisco
Mara Lugo
407.406.5765
Senior Managing Consultant
Miami
Andrew Estrada
6175025659
Senior Managing Consultant
Boston
Michael Dennis
407.406.5758
Senior Managing Consultant
Orlando
Jackie Berry
407.723.5929
Managing Associate
Orlando East (fka Fishkind and Associates)
Stanley Geberer
407.723.5900
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Venessa Ripoll
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Jennifer Glasgow
407.723.5900
Chief District Accountant
Orlando East (fka Fishkind and Associates)
Jane Gaarlandt
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Amanda Lane
407.723.5900
Assistant Chief District Accountant
Vivian Carvalho
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Kevin Dowling
440.863.5821
Senior Managing Consultant
Cleveland
Kathleen Zhang
215.814.1915
Senior Managing Consultant
Philadelphia
Dario Tompkins II
612.371.3744
Senior Managing Consultant
Charlotte
Isabel Singer
703.741.0175
Senior Managing Consultant
New York
Erick Winterkamp
571.527.5137
Senior Managing Consultant
Arlington
Louise Houghton
213.415.1629
Senior Managing Consultant
Chicago
Maggie Marshall
206.858.5361
Senior Managing Consultant
Seattle
Garrett Hincken
(215) 557.1495
Senior Managing Consultant
Philadelphia
Joe Buckshon
(267) 990.9105
Senior Managing Consultant
Philadelphia
Dan Kardish
(215) 557.1444
Senior Managing Consultant
Austin
Annie Scanlon
312.523.2472
Senior Managing Consultant
Cleveland
Kwame Jackson
407.723.5946
Assistant District Manager
Orlando East (fka Fishkind and Associates)
Lauren Sukovich
215.557.1483
Senior Managing Consultant
Philadelphia

 

 

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