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Office of Management & Finance

Bureau of Revenue and Financial Services

Phone: 503-823-5288

Fax: 503-823-5384

1120 SW 5th Avenue, Rm 1250, Portland, OR 97204

Public Finance and Treasury Contact Information

 

Staff Contact List

Jennifer Cooperman

City Treasurer

503-823-6851   

Debt Management 

Jonas Biery

Debt Manager

503-823-4222

Patricia Tigue

Principal Debt Analyst

503-823-5580

Ken Bartocci

Senior Debt Analyst

503-823-5859

Investment Portfolio 

Michael Montgomery

Investment Officer

503-823-3105

Treasury Operations 

Paul Lee

Principal Treasury Analyst

503-823-3108

Vacant

Senior Treasury Analyst

 

Charlie Chau

Treasury Analyst

503-823-3109

Patricia Yates

Accountant II

503-823-4220

 

Staff Contact by Service

Banking Services

Paul Lee

Charlie Chau

Michael Montgomery

503-823-3108

503-823-3109

503-823-3105

Bank Deposits

Patricia Yates

Charlie Chau

503-823-4220

503-823-3109

Debt Issuance/ Bank Financing

Jonas Biery

Jennifer Cooperman

503-823-4222

503-823-6851

Debt Managed Cash & Debt Service (Accounting/Budget/Payment)

Ken Bartocci

503-823-5859

Financial Recording & Reporting

Paul Lee

Charlie Chau

503-823-3108

503-823-3109

Investment Management

Michael Montgomery

Jennifer Cooperman

503-823-3105

503-823-6851

Investor Communications 
(Bureaus are asked to forward all
external media requests related to
City debt to Public Finance and
Treasury)

Jonas Biery

Jennifer Cooperman

503-823-4222

503-823-6851

Interest Allocations

Charlie Chau

503-823-3109                              

Merchant Services

Michael Montgomery
Jennifer Cooperman

503-823-3105
503-823-6851

Tax/Rebate Compliance

Ken Bartocci

503-823-5859

Petty Cash (M-F 9am-4pm)

Charlie Chau

503-823-3109