Jeremy Bass

Managing Director, PFM Financial Advisors, LLC , Boston , Massachusetts

Jeremy Bass is a Managing Director in the Boston office and provides financial advisory services to public universities, private colleges and universities, and municipalities. As the co-head of PFM’s higher education practice, he works with College and University clients nationally. Jeremy advises his clients on a broad range of capital markets related services, including capital structure evaluation, risk analysis, debt capacity analysis, rating agency strategy, strategic planning and financial forecasting, and transaction execution. He has assisted colleges and universities in building complex financial models to evaluate initiatives, obtain first time bond ratings, and manage rating communication. He has advised on billions in financings for colleges and universities on a wide range of structures including fixed rate, variable rate, private placements, and synthetic structures using swaps. A graduate of Bucknell University, Mr. Bass holds a B.A. in Economics and Education.