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.
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
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.

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.
Explore Leadership Teams in Finance
Founded in 1914, Merrill Lynch is one of the largest wealth management businesses in the world. Merrill Lynch financial advisors combine financial knowledge and experience with a deep understanding of their clients needs to help their clients achieve the lives they want. With a deep commitment to placing their clients interests first, Merrill Lynch financial advisors draw upon the investment insights of Merrill Lynch and the banking of Bank of America to unlock opportunities tailored to their clients needs in all areas of their financial lives. The solutions our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management and banking solutions.
Company Leadership MT
MA
WH
GS
Commonwealth is a wealth management firm that partners with independent financial advisors, offering business solutions, consulting, and technology tools to support practice growth and efficiency. The firm provides flexible affiliation options, integrated investment and compliance solutions, and personalized development programs, helping advisors streamline operations, enhance client service, and pursue independence while benefiting from a collaborative and advisor-focused approach.
Company Leadership MR
MS
JB
ER
Simplicity is the leading partner for advisors, financial institutions, and consumers by delivering the best combination of wealth accumulation and financial protection products that meet the needs of a consumer-oriented holistic financial plan. As one the fastest growing partnerships in the financial services industry, Simplicity offers an unrivalled array of tools and technologies to grow and protect wealth, which can be accessed through affiliation, outsourcing, or joining the partnership. In an ever-changing environment, Simplicitys commitment to working in our clients best interest is unwavering and has always been anchored to our commitment to Education, Value, and Partnership.
Company Leadership BD

MC
BV
Tower Research Capital founded in 1998 and headquartered in New York City, is a computerized trading firm specializes in quantitative trading and investment strategies.
Company Leadership
TB
CP
RC