Steven Alexander is a Managing Director and Partner in the PFM Group’s Orlando office with 26 years of investment and financial management experience. Mr. Alexander is responsible for the administration of PFM Asset Management LLC investment advisory and treasury management services in the South of the country. Mr. Alexander currently provides investment advisory services to a variety of local governments including: Cities, Counties, Authorities, Hospitals, Colleges and Universities, Airports, School Districts and not-for-profit organizations whose combined assets are $8.4 billion as of June 30, 2012. He also provides specialized investment, cash management, arbitrage rebate and OPEB and pension consulting services to public sector clients across the country.

Mr. Alexander is responsible for providing investment training across the nation and has presented at many conferences including: Government Finance Officers Association  (GFOA), Florida, Georgia, and Tennessee GFOA’s, Florida GFOA  School  of  Government  Finance, Florida School Finance Officers Association and Florida Association of School Business Officials. In addition, Mr. Alexander holds four investment-training seminars each year, which allow over 300 finance officials to satisfy their States’ continuing education requirement.

Mr. Alexander has worked on a number of financial and investment distressed public entities in Florida, California, Texas and Washington DC including working for the State of Florida’s Emergency Financial Oversight Board for the recovery of the City of Miami. Mr. Alexander authored Florida’s Investment Policy Statute, served on the FGFOA’s Local Government Investment Practices Task Force and the Florida Association of Court Clerk’s & Comptroller’s Investment Policies & Procedures Task Force. Additionally, he provided technical support for the development of the Florida Statutes that govern local retirement system investment policies and plans.

Currently, he serves on the Association of Public Treasurers of the United States and Canada Investment Policy Certification Committee reviewing investment policies fromacross the nation and is a GFOA Standing Advisor for the Treasury  and  Investment  Management  Committee. Mr.Alexander has testified to the Governmental Accounting Standards Board (“GASB”) regarding Statements 31 and 40 and assisted in the development of the implementation guide for the Board. Mr. Alexander was featured on the television  program  Central  Florida  Spotlight - Managing
State Investments and has been interviewed by national and regional media.

Prior to joining PFM, Mr. Alexander served for eight years as the Investment Officer and Treasury Manager for Orange County, Florida. He was responsible for management of the County’s  cash  and  investment  portfolio  as  well  as  all banking and debt administration functions. During Mr. Alexander’s tenure at Orange County, he served in a variety of financial and administrative positions including Deputy Director of Water and Wastewater Accounting. Mr. Alexander began his career as a Financial Examiner/Analyst for the Division of Securities in the Florida Comptroller’s Office, investigating securities and investment fraud.

Mr. Alexander has a Bachelor of Business Administration Degree in Finance from Stetson University and is a member of the International Business Honor Society Beta Gamma Sigma.  He has a Bachelor of Science Degree in Accounting from Florida Southern College.   Mr. Alexander is also a graduate of the Rollins College Financial Planner Program and  holds  the  designations  of  Certified  Treasury Professional (CTP), Certified Government Finance Officer (CGFO), and Certified Public Pension Trustee (CPPT).  He is a member of the Government Finance Officers Association, Florida School Finance Officers Association, the Association of Financial Professionals, Association of Public Treasurers of the United States and Canada, Healthcare Financial Management Association, FGFOA School of Governmental Finance  Committee  and  an  Instructor  for  the  Certified Florida Government Finance Officer's examination.

He is a member of the Stetson University Board of Trustees and the School of Business Advisory Board, the Florida Hospital  Foundation  Cardiovascular  Institute  (CVI)  Board, and the Finance Committee for the Central Florida Coalition for the Homeless.

He   is   also   a   Financial   Industry   Regulatory   Authority (“FINRA”) registered representative and holds Series 6 and 63 licenses.