Jonathan McCoy

Director
PFM Financial Advisors LLC
Contact

116 Jefferson Street South
Suite 301
Huntsville, AL 35801

mccoyjo@pfmc.com
215.557.1411 office

Specialties
Financial Advisory

State & Local Governments, Healthcare

Education
B.A. in Economics and Business Administration
Rhodes College

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2024

Started in the Field: 2009

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Jonathan McCoy joined PFM in 2024 as a director in the firm’s healthcare practice.  Jonathan leads transaction execution, specializing in the structuring of complex financing strategies, credit analysis, debt capacity, quantitative analysis, refunding/restructurings, and capital market access. 

Prior to joining PFM, Jonathan spent over 13 years at Piper Sandler, serving municipal clients across the Southeast as underwriter, placement agent, and municipal advisor. He has provided investment banking support and deal execution across a range of sectors. including: general obligation, special revenue, and annual appropriation debt for state/ local governments and K-12 education; essential service rate-payer revenue debt for water/sewer utilities; general revenue for airport, higher education, and non-profit health care; and tax increment revenue for property tax and special tax districts. 

His experience encompasses a variety of capital and credit structures, including fixed and variable rate, taxable and tax-exempt, senior and subordinate, refunding and restructurings, conduit financings, and creation of tax increment and other special taxing districts.  

Jonathan received his Bachelor of Arts in Economics and Business Administration from Rhode College.  He is a Registered Municipal Advisor Representative (Series 50).


 
Contact

116 Jefferson Street South
Suite 301
Huntsville, AL 35801

mccoyjo@pfmc.com
215.557.1411 office

Specialties
Financial Advisory

State & Local Governments, Healthcare

Education
B.A. in Economics and Business Administration
Rhodes College

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2024

Started in the Field: 2009

Print/Save as PDF

Download Vcard

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