PFM Group Promotes Seven to Managing Director

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.



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.