Leadership Overview
Public Financial Management has 9 executives leading key functions including investment strategy, operational scaling, administrative oversight, and legal compliance.
Committed to excellence in financial advisory services, Public Financial Management delivers comprehensive asset management and consultation solutions to empower public sector entities and institutional clients across the United States.
Committed to excellence in financial advisory services, Public Financial Management delivers comprehensive asset management and consultation solutions to empower public sector entities and institutional clients across the United States.
Leadership Roles at Public Financial Management
Peter Egan - Chief Executive Officer, Public Investment Advisors, Inc & President, Amp
Peter Egan, the Chief Executive Officer, Public Investment Advisors, Inc & President, Amp at Public Financial Management, directs investment strategies for institutional portfolios. Overseeing asset management initiatives, the Chief Executive Officer, Public Investment Advisors, Inc & President, Amp ensures alignment with long-term fiscal goals for public sector clients. This leadership role involves navigating complex market conditions to optimize portfolio performance across North American markets. By integrating rigorous risk assessment protocols, Peter Egan drives sustainable growth for the firm. The Chief Executive Officer, Public Investment Advisors, Inc & President, Amp maintains constant communication with the Board to refine investment methodologies. Through strategic oversight of the Amp division, the executive secures competitive advantages in the financial advisory landscape. Ultimately, Egan fosters institutional trust by delivering consistent, high-quality financial outcomes that support the broader mission of the organization.
Sylena Urbanoski - Founder & Chief Executive Officer
Sylena Urbanoski, the Founder & Chief Executive Officer at Public Financial Management, architects the overarching corporate vision and long-term strategic direction. Managing the executive team, the Founder & Chief Executive Officer ensures that all financial advisory and consultation services meet the highest standards of excellence. This leadership role involves expanding the firm's market presence through innovative service delivery models across the United States. By prioritizing client-centric solutions, Sylena Urbanoski drives organizational growth and maintains the firm's reputation as a leader in public finance. The Founder & Chief Executive Officer collaborates with senior leadership to align operational capabilities with evolving market demands. Through decisive action and commitment to fiscal integrity, the executive strengthens the company's competitive position. Ultimately, Urbanoski guides the firm toward sustained success while upholding the core values established at the inception of the organization.
Kevin Murphy - President & Chief Executive Officer
Kevin Murphy, the President & Chief Executive Officer at Public Financial Management, executes the daily business operations and strategic initiatives of the firm. Overseeing the integration of financial advisory services, the President & Chief Executive Officer ensures seamless delivery of consultation solutions to diverse institutional clients. This leadership role involves managing cross-functional teams to optimize service efficiency across regional markets. By implementing robust performance metrics, Kevin Murphy drives operational excellence and revenue growth. The President & Chief Executive Officer coordinates with other C-suite leaders to synchronize business development efforts with client needs. Through proactive management of resources, the executive enhances the firm's capacity to address complex financial challenges. Ultimately, Murphy secures the company's market standing by fostering a culture of accountability and precision in every aspect of the financial advisory business.
Dustin Bobbitt - Chief Operating Officer
Dustin Bobbitt, the Chief Operating Officer at Public Financial Management, directs internal scaling and infrastructure development to support firm-wide growth. Overseeing the optimization of business processes, the Chief Operating Officer ensures that all operational workflows align with the company's financial advisory objectives. This leadership role involves streamlining service delivery models to enhance productivity across North American operations. By leveraging data-driven insights, Dustin Bobbitt drives efficiency improvements that reduce overhead and increase service quality. The Chief Operating Officer collaborates with the executive team to implement technology solutions that modernize client interactions. Through rigorous management of internal systems, the executive maintains the operational agility required to navigate the competitive finance industry. Ultimately, Bobbitt strengthens the firm's foundation by ensuring that all internal functions support the delivery of superior financial consultation and asset management services.
Cindy Christensen - Founder & Chief Operating Officer
Cindy Christensen, the Founder & Chief Operating Officer at Public Financial Management, manages supply chain logistics and vendor relationships to ensure seamless service delivery. Overseeing the procurement of essential financial tools and software, the Founder & Chief Operating Officer ensures that the firm maintains a technological edge in the asset management sector. This leadership role involves coordinating with external partners to secure reliable infrastructure for regional operations. By optimizing vendor performance, Cindy Christensen drives cost-effectiveness and operational stability. The Founder & Chief Operating Officer works closely with the executive team to align logistical capabilities with the firm's strategic growth targets. Through meticulous oversight of operational resources, the executive ensures that all departments possess the necessary support to serve institutional clients effectively. Ultimately, Christensen secures the firm's operational continuity by maintaining high standards for all external service providers.
Thomas Vigil - President
Thomas Vigil, the President at Public Financial Management, directs regional business development and client relationship management. Overseeing the expansion of the firm's footprint in key markets, the President ensures that institutional clients receive tailored financial advisory and consultation services. This leadership role involves identifying new growth opportunities and cultivating long-term partnerships with public sector entities. By driving client acquisition strategies, Thomas Vigil contributes to the firm's overall revenue growth and market influence. The President collaborates with other senior leaders to refine service offerings based on regional market nuances. Through active engagement with stakeholders, the executive maintains the firm's position as a trusted advisor in the finance industry. Ultimately, Vigil secures the company's future by expanding its reach and deepening the impact of its financial solutions across diverse institutional landscapes.

Brett Matteo - President
Brett Matteo, the President at Public Financial Management, directs the strategic execution of asset management services for specialized client segments. Overseeing the performance of investment portfolios, the President ensures that all financial strategies align with the specific risk profiles and objectives of institutional investors. This leadership role involves managing high-level client interactions and providing expert guidance on complex financial matters. By optimizing investment outcomes, Brett Matteo drives value creation and client satisfaction. The President works with the investment team to integrate market research into actionable financial plans. Through consistent focus on performance excellence, the executive enhances the firm's reputation for delivering superior asset management results. Ultimately, Matteo secures the company's competitive advantage by providing innovative financial solutions that address the unique needs of the firm's diverse client base.
Monique Berke - Chief Administrative Officer (CAO)
Monique Berke, the Chief Administrative Officer (CAO) at Public Financial Management, directs human capital management and corporate administrative functions. Overseeing talent acquisition and employee development programs, the Chief Administrative Officer (CAO) ensures that the firm attracts and retains top-tier financial professionals. This leadership role involves managing internal communications and corporate culture initiatives to foster a high-performance environment across all regional offices. By implementing streamlined administrative policies, Monique Berke drives organizational efficiency and employee engagement. The Chief Administrative Officer (CAO) collaborates with the executive team to align workforce capabilities with the firm's long-term strategic goals. Through proactive management of administrative infrastructure, the executive supports the seamless execution of financial advisory services. Ultimately, Berke strengthens the company's internal foundation by ensuring that all administrative processes promote professional excellence and operational success.

Cheryl Maddox - Chief Legal & Compliance Officer
Cheryl Maddox, the Chief Legal & Compliance Officer at Public Financial Management, directs the firm's regulatory adherence and risk management frameworks. Overseeing legal strategy and compliance protocols, the Chief Legal & Compliance Officer ensures that all financial advisory activities meet stringent industry standards and legal requirements. This leadership role involves navigating complex regulatory landscapes to protect the firm's interests across all operational jurisdictions. By implementing comprehensive compliance training, Cheryl Maddox drives a culture of integrity and accountability. The Chief Legal & Compliance Officer works with the Board to address potential legal risks and ensure transparency in all client dealings. Through meticulous review of contracts and regulatory filings, the executive safeguards the firm's reputation and operational license. Ultimately, Maddox secures the company's long-term stability by mitigating legal exposure and ensuring full alignment with evolving financial regulations.
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