Areas of Focus

Advises municipal issuers on all aspects of debt issuance and credit considerations

Profile

§  Has 45+ years’ experience in public finance

§  Joined the firm in 2001

§  Specializes in problem credits and structured financings

§  One of three principals who started the Boston office of Fleet Securities; served as team leader of Fleet Securities’ and later Fleet Bank’s  municipal advisory groups

§  Former vice president and manager of the municipal advisory group in Shawmut Bank’s government finance department

Education

§  Bachelor of Arts, Simmons College

Licenses Held

§  Registered Representative of the Financial Industry Regulatory Authority (FINRA)

§  Registered Principal of the Municipal Securities Rulemaking Board (MSRB)

Current Affiliations

§  Serves on Town of Swampscott finance committee, former chairman

§  Board member, Association of Town Finance Committees, past president

Other Affiliations

§  Member of the Massachusetts Municipal Association Fiscal Policy Committee