Our team.

Chief Executive Officer

Practice Areas: Municipal Advisory, Capital Markets & Origination
Exams & Licenses: SIE, Series 7, 24, 50, 53, 54, 63
Education: MBA, Pepperdine University; MA, Ball State University; BA, Indiana University.

Managing Director & Principal

Practice Areas: Municipal Advisory, Capital Markets & Origination
Experience: Former California Deputy State Treasurer, Executive Director California Industrial Development Financing Advisory Commission, California Education Facilities Authority, and California School Finance Authority
Exams & Licenses: SIE, Series 50, 52
Education: CSU Dominguez Hills

Managing Director

Practice Areas: Municipal Advisory, Capital Markets & Origination
Exams & Licenses: SIE, Series 6, 7, 24, 50, 53, 63
Education: BS, San Diego State University

Senior Vice President

Practice Areas: Municipal Advisory, Capital Markets & Origination
Experience: US Marine Corps
Exams & Licenses: SIE, Series 7, 50, 63
Education: St. Louis University
Professional Affiliations: US Marine Corps Veteran

Senior Managing Director

Practice Areas: Municipal Advisory, Capital Markets & Origination
Exams & Licenses: SIE, Series 50, 52, 54, 63, 99
Education: BS, University of San Francisco

Senior Vice President

Practice Areas: Municipal Advisory, Capital Markets & Origination
Exams & Licenses: Chartered Financial Analyst (CFA), SIE, Series 7, 50, 63
Education: MBA, Columbia University; BA University of California, Santa Cruz

Senior Vice President

Practice Areas: Municipal Advisory
Sectors: K-12 & Higher Education
Exams & Licenses: Series 50
Education: BA, Yale University

Senior Vice President

Practice Areas: Municipal Advisory, Capital Markets & Origination
Exams & Licenses: SIE, Series 52, 63
Education: JD, Emory University School of Law; BA, University of Texas at Austin

Marketing Manager

Analyst

Exams & Licenses:
Education: BS, Santa Clara University

Analyst

Exams & Licenses:
Education: BA, Occidental College