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
<div style="background-color: #ffd051;" class="hexagon-in2"><span>JV</span></div>
 
Joseph Visalli
215.557.1469
Senior Analyst
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/murphy_john_web.png?sfvrsn=d3dc2ec1_0);" class="hexagon-in2"></div>
 
John M. Murphy
215.557.1270
Director
Philadelphia
<div style="background-color: #ffd051;" class="hexagon-in2"><span>CM</span></div>
 
Charles “Chuck” Matthews
215.557.1429
Managing Director
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/bohm_chloe_weba118287961af441ebbb840326c47bc3b.jpg?sfvrsn=80b76c5c_0);" class="hexagon-in2"></div>
 
Chloe Bohm
717.576.3950
Senior Managing Consultant
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/lover_chris_web70db80eb79e34201a81af69f587228ba.jpg?sfvrsn=ff38c250_0);" class="hexagon-in2"></div>
 
Chris Lover, CFA
704.319.7922
Managing Director
Charlotte
<div style="background-color: #ffd051;" class="hexagon-in2"><span>SM</span></div>
 
Sarah Moore
734.794.2527
Senior Managing Consultant
Ann Arbor
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/nicolescu_mike_web.jpg?sfvrsn=6ebd0488_0);" class="hexagon-in2"></div>
 
Michael Nicolescu
215.557.1264
Director of Client Success Synario
Philadelphia
<div style="background-color: #ffd051;" class="hexagon-in2"><span>KH</span></div>
 
Katie Hess
704.319.7931
Associate General Counsel
Charlotte
<div style="background-color: #ffd051;" class="hexagon-in2"><span>SW</span></div>
 
Sean Wahl
734.794.2536
Senior Managing Consultant
Ann Arbor
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/moore_garrett-_-web.png?sfvrsn=a9ce8eb7_0);" class="hexagon-in2"></div>
 
Garrett Moore
717.213.3812
Senior Managing Consultant
Harrisburg
<div style="background-color: #ffd051;" class="hexagon-in2"><span>JB</span></div>
 
Joseph Breen
215.557.1216
Senior Analyst
Philadelphia
<div style="background-color: #ffd051;" class="hexagon-in2"><span>LC</span></div>
 
Lorraine Cedeno
212.809.4212
Managing Associate
New York
<div style="background-color: #ffd051;" class="hexagon-in2"><span>AP</span></div>
 
Alexia Pereira
215.814.1934
Client Success Manager
Philadelphia
<div style="background-color: #ffd051;" class="hexagon-in2"><span>CB</span></div>
 
Corneel Boulard
734.994.9700
Municipal Bond Assistant II
Ann Arbor
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/stitt_matt_web.png?sfvrsn=3220aeda_0);" class="hexagon-in2"></div>
 
Matthew Stitt
215.557.1431
Managing Director
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/anderson_dave_webade5e4dab53c642a8b8eff0000be9547.jpg?sfvrsn=ecd980b7_0);" class="hexagon-in2"></div>
 
David Anderson
414.847.5580
Director
Milwaukee
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/bass_jeremy_web5ae6e4dab53c642a8b8eff0000be9547.jpg?sfvrsn=19da80b7_0);" class="hexagon-in2"></div>
 
Jeremy Bass
617.502.5644
Managing Director
Boston
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/bauer_randal_web.jpg?sfvrsn=76da80b7_0);" class="hexagon-in2"></div>
 
Randall Bauer
515.724.5723
Director
Des Moines
<div style="background-color: #ffd051;" class="hexagon-in2"><span>MB</span></div>
 
Michael Berwanger
213.415.1624
Managing Director
Los Angeles
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/blanchett_kari_web.jpg?sfvrsn=feda80b7_0);" class="hexagon-in2"></div>
 
Kari L. Blanchett
734.794.2523
Managing Director
Ann Arbor
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/brett_meredith_web.jpg?sfvrsn=b6da80b7_0);" class="hexagon-in2"></div>
 
Meredith Brett
215.557.1283
Senior Managing Consultant
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/brown_duncan_web.jpg?sfvrsn=5edb80b7_0);" class="hexagon-in2"></div>
 
Duncan Brown
503.837.8445
206.858.5367
Director
Portland
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/brown_eric_web.jpg?sfvrsn=66db80b7_0);" class="hexagon-in2"></div>
 
Eric Brown
571.527.5123
Managing Director
Arlington
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/bruch_carolyn_web.jpg?sfvrsn=edb80b7_0);" class="hexagon-in2"></div>
 
Carolyn Bruch
609.800.2985
Director
Princeton
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/burmeister_joh_web.jpg?sfvrsn=16db80b7_0);" class="hexagon-in2"></div>
 
Jon Burmeister, CFA
515.724.5724
Managing Director
Des Moines
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/butler_greg_web.jpg?sfvrsn=e3cd81b7_0);" class="hexagon-in2"></div>
 
Gregory C. Butler
571.527.5133
Director
Arlington
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/carbone_james_web.jpg?sfvrsn=c6db80b7_0);" class="hexagon-in2"></div>
 
James Carbone
213.415.1630
Senior Managing Consultant
Los Angeles
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/carter_joanne_web.jpg?sfvrsn=eedb80b7_0);" class="hexagon-in2"></div>
 
JoAnne Carter
571.527.5140
Managing Director
Arlington
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/case_william_web.jpg?sfvrsn=f6db80b7_0);" class="hexagon-in2"></div>
 
Bill Case
407.648.2208
Managing Director
<div style="background-color: #ffd051;" class="hexagon-in2"><span>HC</span></div>
 
Heather Casperson
612.371.3753
Senior Managing Consultant
Minneapolis
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/choi_christine_web23e8e4dab53c642a8b8eff0000be9547.jpg?sfvrsn=56d480b7_0);" class="hexagon-in2"></div>
 
Christine Choi
415.982.5544
Managing Director
San Francisco
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/choi_kristy_web.jpg?sfvrsn=7fd480b7_0);" class="hexagon-in2"></div>
 
Kristy H. Choi
571.527.5138
Director
Arlington
<div style="background-color: #ffd051;" class="hexagon-in2"><span>JC</span></div>
 
J. Craig Cleaveland
Chief System Architect
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/daniel_lisa_web.jpg?sfvrsn=94d480b7_0);" class="hexagon-in2"></div>
 
Elise ("Lisa") Lawrence
901.466.4550
Managing Director
Memphis
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/experts/l_davidow.jpg?sfvrsn=838187b7_2);" class="hexagon-in2"></div>
 
Lee Davidow
215.557.1423
Senior Managing Consultant
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/davidson_hope_web14e9e4dab53c642a8b8eff0000be9547.jpg?sfvrsn=47d580b7_0);" class="hexagon-in2"></div>
 
Margaret "Hope" Scarpinato
407.406.5772
Director
Orlando
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/deis_dale_web.jpg?sfvrsn=f2d680b7_0);" class="hexagon-in2"></div>
 
Dale E. Deis
734.794.2521
Senior Managing Consultant
Ann Arbor
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/doyle_jamie_webf7f4e4dab53c642a8b8eff0000be9547.jpg?sfvrsn=bac880b7_0);" class="hexagon-in2"></div>
 
Jamie Doyle
717.231.6266
Managing Director
Harrisburg
<div style="background-color: #ffd051;" class="hexagon-in2"><span>FE</span></div>
 
Fred Eoff
206.858.5370
Director
Seattle
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/fraizer_todd_web5f6fe5dab53c642a8b8eff0000be9547.jpg?sfvrsn=125381b7_0);" class="hexagon-in2"></div>
 
Todd Fraizer, CFA
704.319.7921
Managing Director
Charlotte
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/experts/j_frey.jpg?sfvrsn=2b8187b7_2);" class="hexagon-in2"></div>
 
John Frey
717.231.6267
Director
Harrisburg
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/frey_sarah_webccebe4dab53c642a8b8eff0000be9547.jpg?sfvrsn=8fd780b7_0);" class="hexagon-in2"></div>
 
Sarah Frey
571.527.5124
Director
Arlington
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/gallucci_brian_web.jpg?sfvrsn=94d780b7_0);" class="hexagon-in2"></div>
 
Brian Gallucci
415.982.5544
Managing Director
San Francisco
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/gerlach_susanne_web44ece4dab53c642a8b8eff0000be9547.jpg?sfvrsn=77d080b7_0);" class="hexagon-in2"></div>
 
Susanne Gerlach
515.724.5734
Managing Director
Des Moines
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/glover_jay_web1ff4e5dab53c642a8b8eff0000be9547.jpg?sfvrsn=52c881b7_0);" class="hexagon-in2"></div>
 
Jay Glover
407.406.5760
Managing Director
Orlando
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/hanson_kristin_web.jpg?sfvrsn=33c881b7_0);" class="hexagon-in2"></div>
 
Kristin Hanson
414.847.5586
612.371.3791
Director
Milwaukee
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/hartman-_-dan-web2.png?sfvrsn=72218eb7_0);" class="hexagon-in2"></div>
 
Daniel Hartman
571.527.5131
Chief Executive Officer
Arlington
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/experts/s_hass.jpg?sfvrsn=cf8287b7_2);" class="hexagon-in2"></div>
 
Steven Hass
646.561.0719
Managing Director
New York
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/hodge_darren_web.jpg?sfvrsn=acd080b7_0);" class="hexagon-in2"></div>
 
Darren Hodge
855.885.9621 x2
Managing Director
Chandler
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/article-types/hoslyn-_-rosemarie-5.jpg?sfvrsn=943689b7_1);" class="hexagon-in2"></div>
 
Rosemarie Hoslyn
215.557.1285
Legal Counsel
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/howe_laura_web.jpg?sfvrsn=5cd180b7_0);" class="hexagon-in2"></div>
 
Laura Howe
407.406.5774
Director
Orlando
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/experts/g_hu.jpg?sfvrsn=b9fa87b7_2);" class="hexagon-in2"></div>
 
George Hu
215.557.1255
Director
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/jacobson_shannon_webdff4e5dab53c642a8b8eff0000be9547.jpg?sfvrsn=92c881b7_0);" class="hexagon-in2"></div>
 
Shannon Jacobson
312.523.2437
Senior Managing Consultant
Chicago
<div style="background-color: #ffd051;" class="hexagon-in2"><span>NJ</span></div>
 
Nick Jones
415.982.5544
Senior Managing Consultant
San Francisco
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/experts/d_kozloff.jpg?sfvrsn=f9fa87b7_2);" class="hexagon-in2"></div>
 
Daniel H. Kozloff
215.557.1412
Managing Director
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/experts/v_leung.jpg?sfvrsn=ff8287b7_2);" class="hexagon-in2"></div>
 
Vieen Leung
215.557.1282
Senior Managing Consultant
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/lowe_lauren_web.jpg?sfvrsn=2ed280b7_0);" class="hexagon-in2"></div>
 
Lauren Lowe
901.466.4554
Managing Director
Memphis
<div style="background-color: #ffd051;" class="hexagon-in2"><span>MM</span></div>
 
Michael Mace
704.319.7923
Senior Director
Charlotte
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/experts/s_maceroni.jpg?sfvrsn=878287b7_2);" class="hexagon-in2"></div>
 
Stephen Maceroni
617.330.6914
Director
Boston
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/experts/c_maddox.jpg?sfvrsn=cdfa87b7_4);" class="hexagon-in2"></div>
 
Cheryl Maddox
215.557.1239
Managing Director
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/masvidal_sergio_web3ff5e5dab53c642a8b8eff0000be9547.jpg?sfvrsn=72c981b7_0);" class="hexagon-in2"></div>
 
Sergio Masvidal
786.671.7480
Managing Director
Miami
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/matte_june_webcaeee4dab53c642a8b8eff0000be9547.jpg?sfvrsn=89d280b7_0);" class="hexagon-in2"></div>
 
June Matte
617.502.5641
Managing Director
Boston
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/experts/p_matteo.jpg?sfvrsn=38287b7_2);" class="hexagon-in2"></div>
 
Paul Matteo
215.557.1294
Senior Managing Consultant
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/mccoy_joshua_web.jpg?sfvrsn=95d280b7_0);" class="hexagon-in2"></div>
 
Joshua McCoy
256.419.2912
Managing Director
Huntsville
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/mcpeek_kevin_web.jpg?sfvrsn=bdd280b7_0);" class="hexagon-in2"></div>
 
Kevin McPeek
727.266.9966
Director
Orlando
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/miller_david_web6ff5e5dab53c642a8b8eff0000be9547.jpg?sfvrsn=22c981b7_0);" class="hexagon-in2"></div>
 
David Miller
407.406.5752
Managing Director
Orlando
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/experts/l_miracola.jpg?sfvrsn=9f8187b7_2);" class="hexagon-in2"></div>
 
Lawrence Miracola
215.557.1422
Senior Managing Consultant
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/mitchell_jessica_web.jpg?sfvrsn=1dd380b7_0);" class="hexagon-in2"></div>
 
Jessica Cameron Mitchell
612.371.3742
Managing Director
Minneapolis
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/nadol_mikefb92e4dab53c642a8b8eff0000be9547.jpg?sfvrsn=beae80b7_0);" class="hexagon-in2"></div>
 
Michael Nadol
215.557.1433
Managing Director
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/naughton_robert_webbdefe4dab53c642a8b8eff0000be9547.jpg?sfvrsn=fcd380b7_0);" class="hexagon-in2"></div>
 
Robert J. Naughton
734.794.2531
Director
Ann Arbor
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/niedfeldt_jeremy_web.jpg?sfvrsn=50cc80b7_0);" class="hexagon-in2"></div>
 
Jeremy Niedfeldt
407.406.5759
Managing Director
Orlando
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/article-types/perry-glickstein-rebecca9ae0424f-a1f1-4873-98af-9bbe7ce377f0.png?sfvrsn=c0008fb7_1);" class="hexagon-in2"></div>
 
Rebecca Perry-Glickstein
215.557.1457
Director
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/lewis_marcie_web-2c304c375da7445fcaf0735056834ccfb.jpg?sfvrsn=2c708672_0);" class="hexagon-in2"></div>
 
Marcie Lewis, CIMA
256.419.2911
Senior Managing Consultant
Huntsville
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/pugh_bethany_web.jpg?sfvrsn=b9cc80b7_0);" class="hexagon-in2"></div>
 
Bethany Pugh
440.863.5820
Managing Director
Cleveland
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/experts/b_remig.jpg?sfvrsn=19fa87b7_2);" class="hexagon-in2"></div>
 
Bradley Remig
717.231.6263
Managing Director
Harrisburg
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/rich_robert_web.jpg?sfvrsn=41cd80b7_0);" class="hexagon-in2"></div>
 
Robert Rich
609.800.2982
Managing Director
Princeton
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/roberts_blake_web.jpg?sfvrsn=19cd80b7_0);" class="hexagon-in2"></div>
 
Blake Roberts
512.614.5324
Managing Director
Austin
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/rocca_nicklas_weba1f6e5dab53c642a8b8eff0000be9547.jpg?sfvrsn=d0ca81b7_0);" class="hexagon-in2"></div>
 
Nicklas Rocca
407.406.5773
Director
Orlando
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/experts/b_rosenbluth.jpg?sfvrsn=1dfa87b7_2);" class="hexagon-in2"></div>
 
Brandon M. Rosenbluth
215.557.1286
Managing Director
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/rotty_kevin_web.jpg?sfvrsn=21cd80b7_0);" class="hexagon-in2"></div>
 
Kevin Rotty
804.780.2850
Managing Director
Richmond
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/experts/j_schlesinger.jpg?sfvrsn=cb8187b7_2);" class="hexagon-in2"></div>
 
James Schlesinger
717.231.6268
Managing Director
Malvern
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/schnackenberg_matthew_web.jpg?sfvrsn=b1cd80b7_0);" class="hexagon-in2"></div>
 
Matthew Schnackenberg
612.371.3771
Managing Director
Minneapolis
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/shan_liang_web.jpg?sfvrsn=64ce80b7_0);" class="hexagon-in2"></div>
 
Liang Shan, CFA
571.527.5125
Director
Arlington
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/shapiro_doug_webc595e4dab53c642a8b8eff0000be9547.jpg?sfvrsn=f4a980b7_0);" class="hexagon-in2"></div>
 
Douglas Shapiro
215.557.1268
Director of Quality Assurance
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/experts/s_shearer.jpg?sfvrsn=d38287b7_2);" class="hexagon-in2"></div>
 
Scott Shearer
717.231.6262
Managing Director
Harrisburg
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/shellenberger_peter_web.jpg?sfvrsn=a9ca81b7_0);" class="hexagon-in2"></div>
 
Peter Shellenberger
415.982.5544
Managing Director
San Francisco
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/experts/t_smith.jpg?sfvrsn=fb8287b7_2);" class="hexagon-in2"></div>
 
Trina Smith
215.557.1430
Director
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/stauder_paul_web34f7e5dab53c642a8b8eff0000be9547.jpg?sfvrsn=67cb81b7_0);" class="hexagon-in2"></div>
 
Paul Stauder
734.794.2530
Managing Director
Ann Arbor
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/experts/g_stewart.jpg?sfvrsn=1b8187b7_2);" class="hexagon-in2"></div>
 
Geoffrey Stewart
215.557.1484
Managing Director
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/experts/c_sylvan.jpg?sfvrsn=c5fa87b7_2);" class="hexagon-in2"></div>
 
Caroline Sylvan
215.557.1244
Director
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/toepfer_thomas_web.jpg?sfvrsn=83ce80b7_0);" class="hexagon-in2"></div>
 
Thomas Toepfer
206.858.5360
Managing Director
Seattle
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/trejo_jamie_web.jpg?sfvrsn=abce80b7_0);" class="hexagon-in2"></div>
 
Jaime B. Trejo
415.393.7254
Senior Managing Consultant
San Francisco
<div style="background-color: #ffd051;" class="hexagon-in2"><span>CU</span></div>
 
Chuck Upcraft
612.371.3731
Senior Managing Consultant
Minneapolis
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/waley_dennis_web.jpg?sfvrsn=5bcf80b7_0);" class="hexagon-in2"></div>
 
Dennis P. Waley, CPA
512.614.5323
Managing Director
Austin
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/watson_nathaniel_web.jpg?sfvrsn=63cf80b7_0);" class="hexagon-in2"></div>
 
Nathaniel Watson
734.794.2522
Managing Director
Ann Arbor
<div style="background-color: #ffd051;" class="hexagon-in2"><span>BW</span></div>
 
Brent Wilder
407.406.5761
Managing Director
Orlando
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/williams_seth_web.jpg?sfvrsn=c0cf80b7_0);" class="hexagon-in2"></div>
 
Seth Williams
215.557.1249
Director
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/williard_zach_web60f3e4dab53c642a8b8eff0000be9547.jpg?sfvrsn=13cf80b7_0);" class="hexagon-in2"></div>
 
Zachary Williard
717.232.3842
Managing Director
Harrisburg
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/callendar_ricardo_webb30de5dab53c642a8b8eff0000be9547.jpg?sfvrsn=e63181b7_0);" class="hexagon-in2"></div>
 
Ricardo Callender
901.466.4556
Director
Memphis
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/rudroff_matthew_web.jpg?sfvrsn=a23081b7_0);" class="hexagon-in2"></div>
 
Matt Rudroff, CFA, CPA
704.319.7937
Director
Charlotte
<div style="background-color: #ffd051;" class="hexagon-in2"><span>BP</span></div>
 
Brooke Pierce
215.567.6100
Senior Swaps Coordinator
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/conway_ryan_web7604e6dab53c642a8b8eff0000be9547.jpg?sfvrsn=253882b7_0);" class="hexagon-in2"></div>
 
Ryan Conway
Managing Director
Charlotte
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/dabreo_josephfff2e5dab53c642a8b8eff0000be9547.jpg?sfvrsn=b2ce81b7_0);" class="hexagon-in2"></div>
 
Joe DaBreo
617.502.5653
Director
Boston
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/hughes_melissa_web.png?sfvrsn=5d18e6dd_0);" class="hexagon-in2"></div>
 
Melissa Hughes
717.213.3855
Senior Managing Consultant
Harrisburg
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/kapenstein_ben_web11b4e7dab53c642a8b8eff0000be9547.jpg?sfvrsn=408883b7_0);" class="hexagon-in2"></div>
 
Ben Kapenstein
717.231.6288
Senior Managing Consultant
Harrisburg
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/yocco_deanna_web.jpg?sfvrsn=becb81b7_0);" class="hexagon-in2"></div>
 
Deanna Kimball
215.557.1460
Senior Managing Consultant
Philadelphia
<div style="background-color: #ffd051;" class="hexagon-in2"><span>MM</span></div>
 
Matt Magarity
215.814.1956
Senior Managing Consultant
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/murphy-_-stephen-web2.png?sfvrsn=efc08eb7_0);" class="hexagon-in2"></div>
 
Stephen Murphy, CFA
6175025647
Senior Managing Consultant
Boston
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/scott_danielle_web.png?sfvrsn=7905d033_0);" class="hexagon-in2"></div>
 
Danielle Scott
504.930.7690
Director
New Orleans
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/silbert_miles_web.jpg?sfvrsn=b1ca81b7_0);" class="hexagon-in2"></div>
 
Miles Silbert
612.371.3730
Senior Managing Consultant
Minneapolis
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/stoffel_matthew_web7cf7e5dab53c642a8b8eff0000be9547.jpg?sfvrsn=3fcb81b7_0);" class="hexagon-in2"></div>
 
Matthew Stoffel, CFA
515.724.5737
Senior Managing Consultant
Des Moines
<div style="background-color: #ffd051;" class="hexagon-in2"><span>EL</span></div>
 
Elise Lomel
404.410.2227
Senior Managing Consultant
Atlanta
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/warren_whitney_webacf7e5dab53c642a8b8eff0000be9547.jpg?sfvrsn=efcb81b7_0);" class="hexagon-in2"></div>
 
Whitney Warren
646.561.0728
Senior Managing Consultant
Boston
New York
<div style="background-color: #ffd051;" class="hexagon-in2"><span>KP</span></div>
 
Kristina F. Powell
646.561.1723
Senior Managing Consultant
New York
<div style="background-color: #ffd051;" class="hexagon-in2"><span>MP</span></div>
 
Mudra Patel
415.393.7258
Senior Managing Consultant
San Francisco
<div style="background-color: #ffd051;" class="hexagon-in2"><span>ML</span></div>
 
Mara Lugo
407.406.5765
Senior Analyst
Miami
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/ponzol_danton_web.png?sfvrsn=95eba704_0);" class="hexagon-in2"></div>
 
Danton Ponzol, CTP
717.213.3853
Director
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/kelley_maritza_web.jpg?sfvrsn=bbc881b7_0);" class="hexagon-in2"></div>
 
Maritza Kelley
5126145331
Director of External Affairs
Austin
<div style="background-color: #ffd051;" class="hexagon-in2"><span>AE</span></div>
 
Andrew Estrada
6175025659
Senior Managing Consultant
Boston
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/woullett-_-ann3.png?sfvrsn=a8318fb7_0);" class="hexagon-in2"></div>
 
Anne Wuollet
612.371.3723
Director
Minneapolis
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/carter_brian_web.jpg?sfvrsn=6c8983b7_0);" class="hexagon-in2"></div>
 
Brian Carter
215.814.1962
Managing Director
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/carlson_scott_webb81be6dab53c642a8b8eff0000be9547.jpg?sfvrsn=fb2782b7_0);" class="hexagon-in2"></div>
 
Scott Carlson
312.523.2442
Director
Chicago
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/donley_lauren_web.png?sfvrsn=ce0a677e_0);" class="hexagon-in2"></div>
 
Lauren Bilheimer, CTP
717.603.4250
Senior Managing Consultant
Harrisburg
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/crotty_john_webfab4e7dab53c642a8b8eff0000be9547.jpg?sfvrsn=b98883b7_0);" class="hexagon-in2"></div>
 
John Crotty
215.557.1410
Director
Philadelphia
<div style="background-color: #ffd051;" class="hexagon-in2"><span>AT</span></div>
 
Alex Theissen
617.502.5646
Director
Boston
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/allen_karlos_webb46ce7dab53c642a8b8eff0000be9547.jpg?sfvrsn=e75083b7_0);" class="hexagon-in2"></div>
 
Karlos Allen
713.848.6420
Director
Houston
<div style="background-color: #ffd051;" class="hexagon-in2"><span>DG</span></div>
 
David Gonzalez
210.563.1662
Director
San Antonio
<div style="background-color: #ffd051;" class="hexagon-in2"><span>MD</span></div>
 
Michael Dennis
407.406.5758
Senior Analyst
Orlando
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/varona_pete_webc7fbe6dab53c642a8b8eff0000be9547.jpg?sfvrsn=8ac782b7_0);" class="hexagon-in2"></div>
 
Pete Varona
786.671.7481
Senior Managing Consultant
Miami
<div style="background-color: #ffd051;" class="hexagon-in2"><span>JB</span></div>
 
Jackie Berry
407.723.5929
Multi-Asset Class Specialist
Orlando East (fka Fishkind and Associates)
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/plenzler_kevin_web.jpg?sfvrsn=747583b7_0);" class="hexagon-in2"></div>
 
Kevin Plenzler
407.723.5900
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
<div style="background-color: #ffd051;" class="hexagon-in2"><span>SG</span></div>
 
Stanley Geberer
407.723.5900
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/article-types/schirmer_sarah-2207dcc66-3bfa-42c7-8973-01d71bbfe192.png?sfvrsn=db4c8fb7_1);" class="hexagon-in2"></div>
 
Sarah Schirmer
504.930.7686
Managing Director
New Orleans
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/mcneely_ryan_web-2.jpg?sfvrsn=b87483b7_0);" class="hexagon-in2"></div>
 
Ryan McNeely
504.930.7689
Director
New Orleans
<div style="background-color: #ffd051;" class="hexagon-in2"><span>VR</span></div>
 
Venessa Ripoll
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
<div style="background-color: #ffd051;" class="hexagon-in2"><span>JG</span></div>
 
Jennifer Glasgow
407.723.5900
Chief District Accountant
Orlando East (fka Fishkind and Associates)
<div style="background-color: #ffd051;" class="hexagon-in2"><span>JG</span></div>
 
Jane Gaarlandt
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
<div style="background-color: #ffd051;" class="hexagon-in2"><span>AL</span></div>
 
Amanda Lane
407.723.5900
Assistant Chief District Accountant
<div style="background-color: #ffd051;" class="hexagon-in2"><span>VC</span></div>
 
Vivian Carvalho
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/tyson_ian_webdb4fe7dab53c642a8b8eff0000be9547.jpg?sfvrsn=9e7383b7_0);" class="hexagon-in2"></div>
 
Ian Tyson
215.557.1482
Senior Managing Consultant
Philadelphia
<div style="background-color: #ffd051;" class="hexagon-in2"><span>CN</span></div>
 
Cailin Nappi
215.814.1954
Senior Analyst
Philadelphia
<div style="background-color: #ffd051;" class="hexagon-in2"><span>KD</span></div>
 
Kevin Dowling
440.863.5821
Senior Analyst
Cleveland
<div style="background-color: #ffd051;" class="hexagon-in2"><span>KZ</span></div>
 
Kathleen Zhang
215.814.1915
Senior Analyst
Philadelphia
<div style="background-color: #ffd051;" class="hexagon-in2"><span>DT</span></div>
 
Dario Tompkins II
612.371.3744
Senior Managing Consultant
Charlotte
<div style="background-color: #ffd051;" class="hexagon-in2"><span>IS</span></div>
 
Isabel Singer
571.527.5120
Senior Managing Consultant
New York
<div style="background-color: #ffd051;" class="hexagon-in2"><span>EW</span></div>
 
Erick Winterkamp
571.527.5137
Senior Managing Consultant
Arlington
<div style="background-color: #ffd051;" class="hexagon-in2"><span>DK</span></div>
 
Dong Kim
571.527.5135
Senior Analyst
Arlington
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/fava_barbara_web9cebe4dab53c642a8b8eff0000be9547.jpg?sfvrsn=dfd780b7_0);" class="hexagon-in2"></div>
 
Barbara Fava
717.231.6230
Executive Director
Harrisburg
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/article-types/brandt_samantha_new.jpg?sfvrsn=2b7d89b7_1);" class="hexagon-in2"></div>
 
Samantha Brandt
215.557.1245
Senior Analyst
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/mann_gordon.jpg?sfvrsn=36d280b7_0);" class="hexagon-in2"></div>
 
Gordon Mann
Managing Director
Philadelphia
<div style="background-color: #ffd051;" class="hexagon-in2"><span>LH</span></div>
 
Louise Houghton
213.415.1629
Senior Managing Consultant
Chicago
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/burke_monique_web3.png?sfvrsn=13cf8eb7_0);" class="hexagon-in2"></div>
 
Monique Prado Berke
215.557.1275
Chief Administrative Officer
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/lee-_-shannon-2022-7.png?sfvrsn=17138eb7_0);" class="hexagon-in2"></div>
 
Shannon Lee
214.247.7074
Senior Analyst
Dallas
<div style="background-color: #ffd051;" class="hexagon-in2"><span>MM</span></div>
 
Maggie Marshall
206.858.5361
Senior Managing Consultant
Seattle
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/miller_toinette_web.png?sfvrsn=c7cf8eb7_0);" class="hexagon-in2"></div>
 
Toinette Miller
214.247.7083
Director
Dallas
<div style="background-color: #ffd051;" class="hexagon-in2"><span>MP</span></div>
 
Mary Peloquin-Dodd
919.817.1611
Director
Charlotte
<div style="background-color: #ffd051;" class="hexagon-in2"><span>KK</span></div>
 
Karen Kedem
646.561.0716
Director
New York
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/article-types/singer-_-nat2.jpg?sfvrsn=dd7589b7_1);" class="hexagon-in2"></div>
 
Nathaniel "Nat" Singer
Senior Director
Los Angeles
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/guilmino_brad_web2.png?sfvrsn=3ecf8eb7_0);" class="hexagon-in2"></div>
 
Brad Guilmino
504.930.7692
Director
New Orleans
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/1eeb9224-715f-4287-88e1-9be3fa422dc9.jpg?sfvrsn=e6618eb7_0);" class="hexagon-in2"></div>
 
Matthew Schoenfeld
206.858.5365
Senior Managing Consultant
Seattle
<div style="background-color: #ffd051;" class="hexagon-in2"><span>PC</span></div>
 
Patricia Cox
215.557.1254
Analyst
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/labuda-_-melissa-_-web.png?sfvrsn=6fee8eb7_0);" class="hexagon-in2"></div>
 
Melissa LaBuda
215.557.1477
Director
Philadelphia
<div style="background-color: #ffd051;" class="hexagon-in2"><span>AF</span></div>
 
Atessa Farzami
215.557.1257
Senior Analyst
Philadelphia
<div style="background-color: #ffd051;" class="hexagon-in2"><span>GH</span></div>
 
Garrett Hincken
(215) 557.1495
Senior Managing Consultant
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/article-types/jordan_trae-2.png?sfvrsn=e85388b7_1);" class="hexagon-in2"></div>
 
Trae Jordan
(215) 557.1259
Senior Analyst
Philadelphia
<div style="background-color: #ffd051;" class="hexagon-in2"><span>SG</span></div>
 
Stephanie Gotfried
215.557.1475
Analyst
Philadelphia
<div style="background-color: #ffd051;" class="hexagon-in2"><span>JB</span></div>
 
Joe Buckshon
(267) 990.9105
Senior Managing Consultant
Philadelphia
<div style="background-color: #ffd051;" class="hexagon-in2"><span>DK</span></div>
 
Dan Kardish
(215) 557.1444
Senior Managing Consultant
Austin
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/good-_-sarah-_-gray-web-lgc9f2eadab53c642a8b8eff0000be9547.png?sfvrsn=83ce8eb7_0);" class="hexagon-in2"></div>
 
Sarah Good
215.557.1456
Senior Client Relations Analyst
Philadelphia
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/melio_mark_web-edit2.png?sfvrsn=bbc08eb7_0);" class="hexagon-in2"></div>
 
Mark T. Melio
312.523.2465
Senior Director
Northfield
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/bouwmeester_florien_web2.png?sfvrsn=5fcb8eb7_0);" class="hexagon-in2"></div>
 
Florien Bouwmeester
646.561.0736
Director
New York
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/trepiccione-_aimee_web45f7eadab53c642a8b8eff0000be9547.png?sfvrsn=fcb8eb7_0);" class="hexagon-in2"></div>
 
Aimee Trepiccione
312.523.2467
Director
Northfield
<div style="background-color: #ffd051;" class="hexagon-in2"><span>AS</span></div>
 
Annie Scanlon
312.523.2472
Senior Managing Consultant
Cleveland
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/ardelean_raul_web.png?sfvrsn=c3c48eb7_0);" class="hexagon-in2"></div>
 
Raul Ardelean
312.523.2471
Senior Managing Consultant
Northfield
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/newton_cindy_web.png?sfvrsn=67cb8eb7_0);" class="hexagon-in2"></div>
 
Cindy Newton
312.523.2469
Senior Managing Consultant
Austin
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/default-album/mclaren-_-lorraine-web-5.png?sfvrsn=2cc08eb7_0);" class="hexagon-in2"></div>
 
Lorraine McLaren
312.523.2468
Senior Managing Consultant
New York
<div style="background-color: #ffd051;" class="hexagon-in2"><span>JF</span></div>
 
Joey Freichels
312.523.2473
Senior Analyst
Northfield
<div style="background-color: #ffd051;" class="hexagon-in2"><span>TP</span></div>
 
Tiffany Pham
571.527.5147
Senior Analyst
Arlington
<div style="background-color: #ffd051;" class="hexagon-in2"><span>ZB</span></div>
 
Zainab Bilal
215.557.1409
Senior Analyst
Boston
<div style="background-color: #ffd051;" class="hexagon-in2"><span>JS</span></div>
 
Julie Santamaria
Director
Orlando
<div style="background-color: #ffd051;" class="hexagon-in2"><span>KJ</span></div>
 
Kwame Jackson
407.723.5946
Assistant District Manager
Orlando East (fka Fishkind and Associates)
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/article-types/hay_shirley_web2.jpg?sfvrsn=e5118fb7_1);" class="hexagon-in2"></div>
 
Shirley Hay
734.812.8480
Director
Ann Arbor
<div style="background-color: #ffd051;" class="hexagon-in2"><span>CZ</span></div>
 
Cindy Zou
215.557.1261
Analyst
Boston
New York
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/article-types/benson_david-2022.png?sfvrsn=fd4c8fb7_1);" class="hexagon-in2"></div>
 
David Benson
512.614.5322
Senior Managing Consultant
Austin
<div style="background-color: #ffd051;" class="hexagon-in2"><span>JM</span></div>
 
Jenna McNamara
612.371.3788
Senior Analyst
Minneapolis
<div style="background-color: #ffd051;" class="hexagon-in2"><span>DS</span></div>
 
Dominic Scattini
415.393.7229
Senior Analyst
San Francisco
<div style="background-color: #ffd051;" class="hexagon-in2"><span>WS</span></div>
 
Wen Seng
571.527.5136
Analyst
Arlington
<div style="background-image: url(https://www-qa.pfm.com/images/default-source/article-types/powell_colette.jpg?sfvrsn=e5f88b7_1);" class="hexagon-in2"></div>
 
Colette Powell
215.557.1258
Diversity, Equity, and Inclusion (DEI) Leader
Philadelphia
<div style="background-color: #ffd051;" class="hexagon-in2"><span>XL</span></div>
 
Xiao Li
407.406.5751
Senior Analyst
<div style="background-color: #ffd051;" class="hexagon-in2"><span>AB</span></div>
 
Albert Brown
901.682.8356
Senior Analyst
Memphis
<div style="background-color: #ffd051;" class="hexagon-in2"><span>DD</span></div>
 
Daniel Duggan
612.371.3721
Analyst
Minneapolis
<div style="background-color: #ffd051;" class="hexagon-in2"><span>RB</span></div>
 
Ryan Borgstrom
312.523.2455
Analyst
Chicago
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Xaykham Khamsyvoravong
717.213.3856
Accounting Clerk
Harrisburg
<div style="background-color: #ffd051;" class="hexagon-in2"><span>LS</span></div>
 
Lauren Sukovich
215.557.1483
Senior Managing Consultant
Philadelphia
<div style="background-color: #ffd051;" class="hexagon-in2"><span>MD</span></div>
 
Miranda Dunn
407.406.5763
Analyst
Orlando
<div style="background-color: #ffd051;" class="hexagon-in2"><span>JW</span></div>
 
Jonathan Wang
(213) 415.1627
Analyst
Los Angeles
<div style="background-color: #ffd051;" class="hexagon-in2"><span>JC</span></div>
 
Jacob Cusatis
215.557.1474
Analyst
Philadelphia
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Brodie Killian
734.794.2535
Director
Ann Arbor
<div style="background-color: #ffd051;" class="hexagon-in2"><span>SM</span></div>
 
Stacey Martens
717.231.6283
Treasury Consulting Assistant
Harrisburg
<div style="background-color: #ffd051;" class="hexagon-in2"><span>CM</span></div>
 
Caitlyn McDevitt
(617) 502.5643
Analyst
Boston
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