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People

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.

Management Oversight

Principal of UFASI has responsibility for all municipal advisory services provided by the advisory group.

UFASI consists of seven Municipal Advisor Representatives (MAPs), and three support staff.
Scroll down for bio’s of our MAPs.

Ben Oglesby

Vice President & Senior Fiscal Advisor
 
Meet Ben

Margaret A. MacLean

Vice President & Senior Fiscal Advisor Principal

Email (Opens in a new Window)  •  508.849.4225
meet Margaret

David M. Eisenthal

Vice President & Senior Fiscal Advisor

Email (Opens in a new Window)  •  508.849.4222
Meet DAvid

Lynne A. Foster-Welsh

Vice President & Senior Fiscal Advisor

Email (Opens in a new Window)  •  508.849.4223
Meet Lynne

Brianne M. Susel

Vice President & Fiscal Advisor

Meet Brianne

Derek R. Boughner

Fiscal Advisor Officer

Meet Derek

Alex Kauffman

Fiscal Advisor
 
Email • 508.849.4371
meet alex

Caitlyn Freeman

Senior Fiscal Advisory Associate
 
Email • 508.849.4220

Zach Burke

Municipal Advisor Trainee
 
Email • 508.849.4226

Furkan Parcal

Municipal Advisor Trainee
 
Email • 508.849.4301

Professional Affiliations

  • Massachusetts Treasurers and Collectors Association
  • Massachusetts Government Finance Officers Association
  • Massachusetts Municipal Association
  • Massachusetts School Building Officers Association
  • New England Government Finance Officers Association
  • Connecticut Government Finance Association
  • Maine Government Finance Officers Association