UFASI relationship teams consist of:
Advisor in Charge of Relationship
Directly responsible for providing all services and acts as the day-to-day contact for the client.
Immediate Back-Up Support, as Required
A second advisor to provide back-up to the lead advisor, if needed. Two advisors being present can offer different perspectives and approaches to important topics being addressed.
Associate Advisor and/or Administrative Support
Provides technical and production support as required.
Principal of UFASI has responsibility for all municipal advisory services provided by the advisory group.
UFASI consists of six Municipal Advisor Representatives (MAPs), three support staff, and an operations manager. Scroll down for bio’s of our MAPs.