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Keely Martin Bosler steps away from California fiscal policy after two decades of analyzing and helping to craft the state’s budgets.
July 28
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The firm’s project finance & public finance practice comprises more than 50 attorneys and professional colleagues and is looking to add.
July 14
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John Petr is now Kutak Rock chair and Hilary Jackler is vice chair
July 11
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After 40 years in the municipal bond industry — 35 of them at American Century — Steve Permut left the California-based mutual fund firm on June 30 for retirement.
July 8
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The three public finance professionals added to BondLink’s issuer relations team are part of the company’s ongoing initiative to help its network navigate a turbulent market.
July 8
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Mary Colby, who retires from Charles Schwab Investment Management after 30 years in the muni industry, fought for more extensive disclosure for investors.
July 5
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Bosler, who has held the position since 2018, had announced earlier in the year that she planned to leave after the budget process was completed.
July 5
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The CFO will be joining Dallas Area Rapid Transit starting July 18.
July 1
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Elizabeth Funk is the new managing director of institutional sales and trading in the municipal underwriting group amid a wave of recent new additions. Natalie A. Brown has taken over as CEO.
July 1
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Wisconsin Capital Finance Director David Erdman, who is leaving for the private sector, hands the reins of the office to his deputy on Friday.
June 29
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Erdman closes the books on a three-decade career with Wisconsin next week and heads to municipal advisory firm Baker Tilly.
June 23
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Loop Capital Markets has hired veteran managers to lead its transportation and housing groups while adding to its Texas banking presence.
June 16
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The market veteran with more than 30 years of experience will lead the origination of municipal debt on the firm’s blockchain platform.
June 15
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M. Elizabeth Reich has resigned as Dallas’ chief financial officer after almost six years and will be replaced by Jack Ireland, the city’s budget director.
June 15
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Phil Culpepper brings his experience as a public finance banker and Illinois' former debt manager to the table at the fully veteran-owned firm.
June 13
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Hardy Manges brings three decades of experience in municipal trading to the national, full-service investment bank, brokerage and advisory firm.
June 9
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Turner & Townsend aims to double its North American growth by 2025 as the Infrastructure Investment and Jobs Act is rolled out.
June 2
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The firm poached four Piper Sandler bankers to increase its presence in a sector that serves one of the fastest-growing U.S. demographics.
May 25
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SWS has launched a specialty higher education sector group that will be led by Julia Harris from the firm's Chicago office.
May 18
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FHN Financial Capital Markets hired Rene Moreno to establish a banking presence in Arizona while Melanie Shaker will launch the firm's new Midwest effort.
May 16
