The Department of Labor’s (DOL) Employee Benefits
Security Administration (EBSA) is offering its fiduciary responsibilities
seminar to small businesses in San Francisco.
Jeremy
Bass, Jay Glover, Daniel Hess, Tracey Keays, Tim Kiley, Jessica Cameron
Mitchell and Brent Wilder were promoted to managing directors at the PFM Group.
Bass
joined PFM in 2001 in the Boston office after graduating from Bucknell
University. He serves municipal clients and those in the higher education
sector throughout the Northeast. Over the past 12 twelve years, Bass has
expanded his business from a general government practice to one that
increasingly focuses on the higher education sector. Among his responsibilities
are the City of Boston, the University System of Maryland, the Connecticut
State University System, Williams College, Smith College, Bucknell University,
among several others. Bass is also a specialist in PFM FuturePerfect, the strategic
planning function that PFM offers to higher education institutions and other
501(c)3 entities. He has been a speaker at numerous industry conferences.
Glover
joined PFM about 13 years ago. He works in Orlando as a financial adviser, servingmajor
government clients throughout Florida as an engagement manager and strategic
partner. He has responsibility for large and small cities, counties and school
districts, as well as helping to develop the state’s PACE environmental finance
program.
Hess,
a CPA, joined PFM in 2001 after spending more than three years as an auditor at
PricewaterhouseCoopers. He represents PFM Asset Management as head of fund
accounting in Harrisburg, Pennsylvania. Hess oversees fund accounting,
reporting and quality assurance for PFMAM’s 14 local government investment
pools and two SEC-registered money market funds (PFM Funds) that currently
total more than $17 billion, working with each fund’s oversight board,
auditors, legal counsel and custodian banks, as well as PFMAM’s internal
trading, operations, marketing and compliance teams. Hess has led several fund
mergers and restructurings and is noted for his thorough understanding of
regulatory matters. He previously served as PFMAM’s compliance manager for six
years and remains a principal of its broker/dealer subsidiary.
Keays
joined PFM in 2008 after a 28-year career as a public finance investment
banker, working at EF Hutton, Bond Investor Guaranty and J.P. Morgan. She
provides financial advisory services to clients in the New York market from
PFM’s office in New York City. Her responsibilities include working on the
financial advisory team for Nassau County, New York City Transitional Finance
Authority, Dormitory Authority of the State of New York (DASNY), Empire State
Development, New York State Thruway, Westchester County, and other New York
state and local issuers. Keays plays a key leadership role in the management of
staff and execution of new business efforts for the New York office.
(Cont’d…)
Kiley
came to PFM in 2009 after establishing himself as an investment banker at
Morgan Stanley and SunTrust. He serves clients primarily in health care and is
based in Orlando, Florida. An attorney, investment advisor and banker with more
than 30 years of experience, Kiley manages PFM’s client relationship with the
Adventist Health System/Sunbelt as well as several regional hospitals, bringing
senior level support for all of the PFM Group’s health care finance business in
the region. He serves a client list that includes some of PFM’s largest
accounts in the Florida.
Mitchell
is in her tenth year at PFM after joining the firm with the acquisition of
Evenson Dodge, where she had been employed since 1997. She serves PFM financial advisory clients in
the Midwest from Minneapolis. Since joining the firm as a consultant, Mitchell
advanced rapidly through the firm’s promotional ranks. Her practice is focused
both on local (upper Midwest) and national (state revolving fund) clients.
Mitchell’s local clients are well balanced between prominent issuers (the State
of Minnesota, Hennepin County) and other local governments. She is the lead
adviser on a number of state revolving fund accounts, as well as other state
level issuers.
Brent
Wilder came to PFM in 2009. He has more than 24 years of finance experience,
serving over half of those years as both a financial adviser and an investment
banker with SunTrust and Citi in the Florida marketplace. He serves a variety
of local and state government entities from PFM’s Orlando office, where he is
responsible for PFM’s school district and community development district practices as well as PFM’s business with certain
state-level agencies, cities and counties. Among his larger clients are the
City of Orlando, Orange County Public Schools and Florida Department of
Transportation.
The PFM Group is a provider of
independent financial and investment advisory services to state and local
governments and nonprofit institutions.