Public Financial Management Executive and Leadership Team

May, 2026

Leadership Overview

Public Financial Management has 11 executives leading key functions including strategy, operations, administration, and information technology.

Driven by a commitment to financial excellence, Public Financial Management guides clients through complex financial landscapes, delivering expert asset management, advisory, and consultation services to foster sustainable growth and stability.

Leadership Roles at Public Financial Management

  • Chief Executive Officer - F. White
  • President & Chief Executive Officer - Kevin Murphy
  • Founder & Chief Executive Officer - Sylena Urbanoski
  • Chief Executive Officer, Public Investment Advisors, Inc & President, Amp - Peter Egan
  • Founder & Chief Operating Officer - Cindy Christensen
  • President - Brett Matteo
  • Founder & President - Michael DePolo
  • Chief Information Officer - Thomas Lalle
  • Chief Administrative Officer (CAO) - Monique Berke
  • Team Captain - Doug McCutchin
  • F. White - Chief Executive Officer

    F. White, the Chief Executive Officer at Public Financial Management, directs the overarching corporate strategy and operational execution. This leadership role involves guiding the company's financial advisory and asset management services, ensuring alignment with market demands and client objectives. White oversees the integration of innovative financial solutions that enhance client portfolio performance and fiscal health. The Chief Executive Officer's responsibilities extend to fostering a culture of integrity and expertise across all departments, driving sustainable growth and market leadership. By championing strategic initiatives, F. White ensures Public Financial Management maintains its position as a premier financial consultation firm, delivering exceptional value and robust outcomes for its diverse clientele.

    Kevin Murphy - President & Chief Executive Officer

    Kevin Murphy, the President & Chief Executive Officer at Public Financial Management, spearheads the company's strategic vision and operational framework. This executive guides the firm's expansion in asset management and financial advisory services, ensuring robust client engagement and service delivery. Murphy oversees the development and implementation of innovative financial strategies that address complex market dynamics and client needs. The President & Chief Executive Officer's purview includes fostering strong relationships with key stakeholders and driving operational efficiencies across the organization. By directing critical business functions, Kevin Murphy ensures Public Financial Management consistently delivers superior financial consultation and asset management solutions, reinforcing the company's reputation for excellence and client success.

    Sylena Urbanoski - Founder & Chief Executive Officer

    Sylena Urbanoski, the Founder & Chief Executive Officer at Public Financial Management, establishes and directs the company's foundational principles and strategic trajectory. This leadership position involves shaping the firm's core mission in financial advisory and asset management, ensuring adherence to the highest standards of client service and ethical practice. Urbanoski oversees the cultivation of a forward-thinking corporate culture, emphasizing innovation and deep financial expertise. The Founder & Chief Executive Officer's role includes guiding the company's long-term vision and market positioning, driving growth through strategic partnerships and service enhancements. By instilling a commitment to excellence, Sylena Urbanoski ensures Public Financial Management remains a trusted leader in providing comprehensive financial solutions.

    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 critical investment advisory functions and corporate leadership. This executive oversees the strategic direction and operational performance of Public Investment Advisors, Inc., focusing on enhancing investment strategies and client portfolio growth. Egan's responsibilities include driving innovation in asset management and financial consultation services, ensuring alignment with market opportunities and regulatory landscapes. The Chief Executive Officer, Public Investment Advisors, Inc & President, Amp's leadership fosters collaboration between different business units to deliver integrated financial solutions. By championing strategic objectives, Peter Egan ensures the sustained success and expansion of the firm's investment advisory arm.

    Cindy Christensen - Founder & Chief Operating Officer

    Cindy Christensen, the Founder & Chief Operating Officer at Public Financial Management, directs the company's day-to-day operational activities and service delivery frameworks. This executive is responsible for optimizing internal processes, ensuring the efficient execution of financial advisory and asset management services. Christensen oversees the management of operational teams, resource allocation, and the implementation of best practices to enhance productivity and client satisfaction. The Founder & Chief Operating Officer's role includes driving operational improvements, managing risk, and ensuring compliance with industry regulations. By focusing on operational excellence, Cindy Christensen ensures Public Financial Management consistently delivers high-quality services and maintains robust internal controls, supporting the company's strategic growth objectives.

    Brett Matteo - President

    Brett Matteo, the President at Public Financial Management, leads the strategic initiatives and operational oversight for key business segments. This executive drives the expansion of the company's financial advisory and asset management services, focusing on market penetration and client relationship management. Matteo oversees the integration of new service offerings and the refinement of existing financial solutions to meet evolving client needs. The President's responsibilities include fostering cross-departmental collaboration, ensuring operational synergy, and championing the company's mission of delivering exceptional financial guidance. By directing critical business functions, Brett Matteo ensures Public Financial Management maintains its competitive position and continues to provide superior value to its clients.

    Michael DePolo - Founder & President

    Michael DePolo, the Founder & President at Public Financial Management, shapes the company's strategic direction and operational framework. This executive guides the firm's core mission in asset management and financial consultation, emphasizing innovation and client-centric solutions. DePolo oversees the development of long-term growth strategies and the cultivation of key business partnerships. The Founder & President's role includes ensuring operational efficiency and maintaining the highest standards of service delivery across all departments. By championing strategic objectives, Michael DePolo reinforces Public Financial Management's commitment to providing expert financial guidance and achieving sustained success in the market.

    Thomas Lalle - Chief Information Officer

    Thomas Lalle, the Chief Information Officer at Public Financial Management, architects and oversees the company's entire technology infrastructure and digital strategy. This role is critical for ensuring the security, efficiency, and scalability of all information systems supporting financial advisory and asset management operations. Lalle directs the implementation of advanced technological solutions, including data analytics platforms and secure communication networks, to enhance service delivery and operational effectiveness. The Chief Information Officer's responsibilities encompass managing IT budgets, leading technology teams, and driving digital transformation initiatives. By optimizing technological resources, Thomas Lalle ensures Public Financial Management maintains a competitive edge through robust and secure information systems, safeguarding client data and facilitating seamless business processes.

    Monique Berke - Chief Administrative Officer (CAO)

    Monique Berke, the Chief Administrative Officer (CAO) at Public Financial Management, oversees the comprehensive administrative functions and operational support systems. This executive ensures the smooth and efficient functioning of the company's internal operations, supporting all departments in their service delivery of financial advisory and asset management. Berke directs the management of human resources, facilities, and general office operations, creating an environment conducive to productivity and employee well-being. The Chief Administrative Officer's responsibilities include developing and implementing administrative policies and procedures, managing vendor relationships, and optimizing resource allocation. By ensuring robust administrative infrastructure, Monique Berke supports Public Financial Management's strategic goals and operational effectiveness.
    Monique Berke

    Doug McCutchin - Team Captain

    Doug McCutchin, the Team Captain at Public Financial Management, leads and motivates specific project teams, ensuring the successful execution of client engagements. This role involves coordinating team efforts, fostering collaboration, and driving the timely completion of financial advisory and asset management tasks. McCutchin focuses on optimizing team performance and ensuring adherence to project timelines and quality standards. The Team Captain's responsibilities include facilitating communication within the team and with clients, addressing challenges proactively, and promoting a cohesive working environment. By guiding team dynamics, Doug McCutchin contributes to the effective delivery of Public Financial Management's services and client satisfaction.

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    Frequently Asked Questions Regarding Public Financial Management Top Executives and Leadership Team

    Who leads Public Financial Management?
    Public Financial Management is led by F. White (Chief Executive Officer), along with executives such as Kevin Murphy (President & Chief Executive Officer) and Sylena Urbanoski (Founder & Chief Executive Officer).
    Who is part of Public Financial Management’s executive team?
    The executive team of Public Financial Management includes leaders such as F. White (Chief Executive Officer), Kevin Murphy (President & Chief Executive Officer), Sylena Urbanoski (Founder & Chief Executive Officer) and other senior executives.
    How many executives does Public Financial Management have?
    Public Financial Management has 10 executives leading key business areas.
    What roles are included in Public Financial Management’s leadership team?
    The leadership team of Public Financial Management includes roles such as Chief Executive Officer, President & Chief Executive Officer, Founder & Chief Executive Officer, Chief Executive Officer, Public Investment Advisors, Inc & President, Amp, Founder & Chief Operating Officer.