Kim M. Whelan founded Acacia Financial Group, Inc. in 2006 as Co-President and is a member of the firm’s management committee bringing over twenty years of experience as a financial advisor. Prior to founding Acacia, Ms. Whelan was a partner with Public Financial Management, Inc., the president and sole owner of a New Jersey based regional financial advisory firm, and an investment banker in municipal finance on Wall Street. Ms. Whelan has extensive experience in the municipal financial advisory field.
She has developed a particular expertise in the design and implementation of alternative financing techniques. She has utilized this expertise in serving state and state-level entities throughout the nation to implement high level policy objectives and successful financial strategies.
Ms. Whelan has served on the Board for the New Jersey Building Authority and is a member of the Government Finance Officers Association (“GFOA”) and the Association of Environmental Authorities (“AEA”). Ms. Whelan earned a Bachelor’s degree from the Philadelphia University, with a concentration in finance.