2023 NAHEFFA SPONSOR DIRECTORY
![]() Acacia Financial Group Inc.
6000 Midlantic Drive, Ste 410 Mt. Laurel, NJ 08054 (856) 234-2266 www.acaciafin.com Financial/Municipal Advisory Services to governmental entities. Kim Whelan Co-President (856) 232-2266 kwhelan@acaciafin.com ![]() AmeriVet Securities Inc.
1155 Avenue of the Americas 14 Flr New York, NY 10036 (646) 809-6940 https://amerivetsecurities.com/ Uniquely positioned as a Service-Disabled Veteran-Owned broker-dealer and Minority Business Enterprise, whose founder is a Black, disabled veteran. Eric Eberth Executive Director (916) 708-7715 eeberth@amerivetsecurities.com ![]() Ballard Spahr LLP
1735 Market Street, 51st Floor Philadelphia, PA 19103-7599 (215) 665-8500 www.ballardspahr.com With more than 600 attorneys in 15 offices, we can respond wherever and whenever our clients need us. We provide results-driven counsel and exceptional service in Business and Transactions, Finance, Intellectual Property, Litigation, and Real Estate. Anastasia Khokhryakova Partner (303) 299-7310 ak@ballardspahr.com ![]() BMO
320 S. Canal St. Chicago, IL 60606 (312) 461-3347 https://commercial.bmo.com/en/us/ BMO Commercial Bank’s Institutional Markets group is dedicated to serving tax-exempt clients. We offer the breadth of services and expertise to meet the needs of tax-exempt organizations, including bank-purchase bonds, direct-pay letters of credit, working capital lines, a full suite of cash management products, purchase card programs and leasing. Kathleen Belden Vice President (312) 461-3347 kathleen.belden@bmo.com ![]() Bank of America Securities
One Bryant Park 12th. Floor New York New York, 10036 (646) 743-1393 www.bankofamerica.com Bank of America Corporation (“Bank of America”) is a financial holding company that, through its subsidiaries and affiliated companies, provides banking and non-banking financial services. Bank of America” and “BofA Securities” are the marketing names used by the Global Banking and Global Markets divisions of Bank of America Corporation. Lending, other commercial banking activities, and trading in certain financial instruments are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Trading in securities and financial instruments, and strategic advisory, and other investment banking activities, are performed globally by investment banking affiliates of Bank of America Corporation (“Investment Banking Affiliates”), including, in the United States, BofA Securities, Inc. and Merrill Lynch Professional Clearing Corp., both of which are registered broker-dealers and Members of SIPC, and, in other jurisdictions, by locally registered entities. Elizabeth Sellers Gerald D. Knorr, MD & (646) 743-1393 Head of Health Care Group elizabeth.sellers@bofa.com ( 646) 743-1393 Gerald.knorr@bofa.com ![]() Chapman and Cutler LLP
320 S. Canal Street Chicago, IL 60606 (312) 845-2953 chapman.com Since its founding, Chapman and Cutler LLP has been one of the country’s preeminent law firms in state and municipal finance. Dozens of lawyers comprise the firm’s Public Finance Group, primarily serving as bond counsel or underwriter’s counsel on public finance transactions throughout the United States. The firm’s public finance clients include state governments, state agencies and authorities, counties, cities, villages, towns, school districts and other special purpose districts and municipal non-profit corporations and authorities located across the country. In addition, attorneys in the Public Finance Group frequently serve as counsel to the leading national and regional investment banking firms in the underwriting or remarketing of state and local government obligations. The experience and ability of the firm’s attorneys who devote their practice to municipal finance is widely recognized. Attorneys in the Public Finance Group frequently draft, review and lobby for new legislation that enhances the debt-issuing capabilities of the firm’s clients. The Group’s broad national presence and experience enable it to deal easily with complex transactions and to develop innovative financing structures. Nancy Burke Partner (312) 845-2953 burke@chapman.com ![]() Columbia Capital Management, LLC
6700 Antioch Suite 250 Merriam, KS 66204 (913) 248-8500 www.columbiacapital.com Columbia Capital Management, LLC, is an independent financial and investment advisor serving municipal bond issuers throughout the country. In addition to municipal advisory services, we advise on the investment of idle funds and municipal bond proceeds, we assist with post-issuance compliance and GASB 87/96 reporting, and we structure NMTCs. Jeff White Managing Member (913) 312-8077 jwhite@columbiacapital.com ![]() Dorsey & Whitney, LLP
125 Bank Street Suite 600 Missoula, MT 59802 (406) 721-6025 www.dorsey.com Dorsey is an international firm practicing in 21 locations throughout the United States and in Canada, Europe, and the Asia-Pacific region. Dorsey’s lawyers work to provide clients a competitive advantage with superb legal skills, practical wisdom and a deep understanding of their business and industry. We provide an integrated, proactive approach to our clients’ legal and business needs around the globe. Dorsey has been active in the area of public finance for more than 100 years. Our public finance lawyers serve as bond counsel, borrower counsel, disclosure counsel, issuer counsel, underwriter counsel, bank counsel and special tax counsel. We advise clients on tax-exempt and taxable debt financings, including public offerings and direct placements of bonds, notes, leases, certificates of participation and other structures, secured by and payable from diverse revenue sources. Our public finance group is supported by our firm’s expertise in approximately 60 different practice areas, including health care regulatory, federal, state and local governmental laws, environmental, real estate, land use, federal and state securities laws, non-profit tax-exempt organizations, and general corporate law matters. Our deep expertise allows us to provide public finance clients with first-class legal services. Erin McCrady Partner Missoula (406)329-0863 Seattle (206) 903-8800 mccrady.erin@dorsey.com ![]() Foley Lardner, LLP
777 East Wisconsin Avenue Milwaukee, WI 53202 (312) 832-4533 www.foley.com Foley & Lardner LLP looks beyond the law to focus on the constantly evolving demands facing our clients and their industries. With over 1,100 lawyers in 25 offices worldwide, Foley approaches client service by first understanding our clients’ priorities, objectives, and challenges. We work hard to understand our clients’ issues and forge long-term relationships with them to help achieve successful outcomes and solve their legal issues through practical business advice and cutting-edge legal insight. Our clients view us as trusted business advisors because we understand that great legal service is only valuable if it is relevant, practical, and beneficial to their businesses. Laura Bilas Dana Lach (312) 382-4533 (414) 297-5206 lbilas@foley.com dlach@foley.com ![]() Gilmore & Bell, P.C.
2405 Grand Boulevard Suite 1100 Kansas City, MO 64108 (816) 221-1000 www.gilmorebell.com Gilmore Bell was established in 1979 and is one of the leading public finance law firms in the United States with 54 attorneys nationwide. The firm primarily represents governmental entities and 501c3 organizations to negotiate financing alternatives including bond and lease transactions, economic development incentives and public-private partnerships. Complementing its core practice, Gilmore Bell also acts as underwriter’s counsel and bank counsel in public finance transactions. The firm has an extensive tax and arbitrage rebate compliance practice. Scott Waller Director-Shareholder (816) 218-7591 swaller@gilmorebell.com ![]() Hillis Clark Martin & Peterson P.S.
999 Third Ave Suite 4600 Seattle, WA 98109 (206) 470-7688 www.hmcp.com HCMP is a mid-sized, full service law firm founded in 1971. From its Seattle office, the firm represents national and international companies, local and regional businesses, nonprofit corporations, government entities, community organizations and individuals. The firm currently has 47 attorneys supported by a team of skilled paralegals and legal assistants, all of whom are dedicated to achieving excellence in their individual practice areas while emphasizing practical problem solving and cost-effective management of client matters. The firm’s main practices include Business, Lender Services, Public Finance, Real Estate, Environmental, Land Use, and Litigation. We offer the highest level of professional services to our clients by creating an atmosphere of excellence for our attorneys and staff in a collegial, non-institutional setting. The result is a team of dedicated, passionate legal professionals. Our experience, creativity and can-do attitude have won long-term loyalty from an impressive roster of clients. Our work covers a broad range of business and industry areas, including many enterprises with diverse and complex legal needs. The firm achieves excellence in the practice of law by emphasizing practical problem solving, high-quality legal work, and cost-effective management of client matters. We endeavor to be skilled client counselors as well as lawyers. Our approach to the practice and our commitment to quality of life for attorneys and staff members combine to create a stimulating, informal, and humane work environment. We take our work seriously, but not ourselves. Krystal LeVeque Business Development and Marketing Director (206) 470-7688 krystal.leveque@hcmp.com ![]() Hawkins Delafield & Wood LLP
7 World Trade Center 250 Greenwich Street New York, NY 10007 (973) 642-8841 www.hawkins.com Hawkins Delafield & Wood LLP is a boutique public finance law firm with comprehensive, national expertise in every aspect of public finance. We at Hawkins are proud of our position as the only national law firm in the United States whose practice is devoted entirely to public finance and public projects. Our approximately 140-year+ heritage as nationally recognized experts in public finance makes Hawkins the oldest public finance law firm in the country. We are dedicated to, and believe in, the missions of public finance and of our governmental and non-profit clients. Hawkins has been a national and industry leader in tax-exempt and taxable financings for health care organizations, educational institutions, social service organizations, charitable foundations and other non-profit organizations for many decades. Each lawyer on our team of bond attorneys, securities law experts and nationally recognized tax attorneys has broad national expertise and specialization in every type of financing for non-profit organizations. Charles Toto Kristine Flynn Managing Partner Partner (973) 642-8841 973) 642-8682 ctoto@hawkins.com kflynn@hawkins.com ![]() Huntington National Bank
7 Easton Oval EA5W72 Columbus, OH 43219 (614) 331-3372 https://www.huntington.com/Commercial/capital-markets/raise-capital/public-finance Huntington National Bank is a full service bank offering the public sector banking solutions that include industry-leading investment banking, commercial banking, corporate trust, and custody services. Our highly experienced team of professionals, located across the country, serves the needs of our public finance customers nationwide. Maxum Tomaszewski Justin O’Shea Business Development Managing Director, Corporate Trust & Custody Public Finance (614) 331-3372 (310) 912-0359 maxum.tomaszewski@huntington.com justin.oshea@huntington.com ![]() ICE MILLER, LLC
One American Square Suite 2900 Indianapolis Indiana, 46282 (219) 689-7775 www.icemiller.com There are very few law firms across the country that have served as bond counsel for over a century and still dedicate a significant portion of their practices to public and municipal finance. Ice Miller is one of those firms. Simply put, that means that we have lawyers who understand not only the complex issues that arise in dealing with government finance, but also work daily with government officials, elected bodies, other professionals serving government at every level and in every forum imaginable. We understand the challenges facing governments and their respective constituents, and we bring all of our resources to bear in helping them find the best solutions. Jennifer Fredericks Director of Business Development (219) 689-7775 jennifer.fredericks@icemiller.com ![]() ImageMaster
1182 Oak Valley Drive Ann Arbor Michigan, 48108 (734) 821-2550 www.imagemaster.com At ImageMaster we understand the challenges of putting a public finance deal together. That’s why over the last three decades we have relentlessly focused on one thing – make the process of producing your Official Statements as streamlined and accurate as possible. Our friendly team of experts are ready to provide you with exceptional service day or night. Discover why over 70% of the muni market rely on ImageMaster to bring their deals to market. Shouldn’t you? Trusted in our industry for over 30 years, we offer: • Official Statement document preparation • MuniOS.com - electronic distribution platform • High quality printing and binding • EMMA G32 filings at no cost • MuniBond Roadshow - online investor presentations • Bond Deal Digital Closing Services Use ImageMaster on your next deal. Learn more at www.ImageMaster.com. DanielRodriguez (734) 821-2550 daniel@imagemaster.com ![]() KeyBanc Capital Markets Inc.
127 Public Square Cleveland Ohio, 44114 216-689-4028 www.key.com (216) 689-0534 KeyBanc Capital Markets: Overview of Public Finance Investment Banking - The Public Finance Group is comprised of 8 offices nationally, with its headquarters located in Cleveland, Ohio. The municipal banking effort is comprised of a group of experienced investment bankers that have completed transactions with many state agencies and municipalities, as well as in the Real Estate, Utility, Healthcare, Infrastructure, Transportation, and Higher Education sectors. The Public Finance Group has served as an underwriter on 697 municipal bond transactions, totaling over $71 billion in par over the past five years. The Public Finance Group is comprised of 60 professionals with 29 focusing on Healthcare and Higher Ed. KBCM is committed to expanding its presence in the municipal finance industry and has strengthened its presence by acquiring Cain Brothers in 2017. Since acquiring Cain Brothers, KBCM has served as an underwriter on 74 Healthcare transactions totaling over $8.696 billion in par and 49 Higher Ed. transactions totaling over $6.641 billion in par. Derek Chauvette Mark A. Miller EVP & Group Head Managing Director (216) 689-0534 (614) 460-3423 derek.chauvette@key.com mark.miller@key.com |
![]() Kaufman Hall
10 S. Wacker Suite 3375 Chicago, IL 60606 (847) 441-8780 www.kaufmanhall.com Kaufman Hall is a trusted advisory partner that helps organizations in dynamic, disrupted and transforming industries improve financial performance, make strategic decisions and plan their futures. With a unique combination of consulting services, Kaufman Hall can bring rigorous analysis, to help organizational leadership achieve the transformative outcomes they need to fulfill their critical goals. With specific expertise in healthcare and higher education, Kaufman Hall hires the best of the best, to partner with clients and solve the toughest business problems on earth. Robert Turner Bobby Bruning Managing Director Vice President (214) 363-9878 (847) 660-8820 rturner@kaufmanhall.com bbruning@kaufmanhall.com ![]() Kutak Rock LLP
1801 California Street Suite 3000 Denver, CO 80202 (303) 297-2400 Kutak Rock LLP is a national law firm established on the principles of fairness and integrity, an unwavering commitment to our communities, and dedication to a diverse and equal opportunity workplace. Founded in Omaha in 1965, the firm has grown to 19 offices in 14 states and the District of Columbia, providing broad nationwide coverage and relentless attention to client service. With offices located in Atlanta, Chicago, Denver, Fayetteville, Irvine, Kansas City, Los Angeles, Little Rock, Minneapolis, Omaha, Philadelphia, Richmond, Rogers, Scottsdale, Spokane, Springfield, Tallahassee, Washington, D.C. and Wichita, and attorneys admitted to practice in 48 states, our national footprint allows us to serve our clients wherever their legal needs arise Many of our 550+ attorneys are recognized industry leaders in their practices, allowing us to serve our clients across a panoply of subject-matter areas, and we have earned a reputation across the U.S. for providing excellent legal services in a practical, cost conscious manner. Kutak Rock is an equal-opportunity firm and believes our teams should reflect the diversity of our clients. Frederic Marienthal Senior Partner (303) 297-2400 frederic.marienthal@kutakrock.com ![]() Locke Lord LLP
2200 Ross Avenue Suite 2800 Dallas, TX 75201 (617) 239-0359 https://www.lockelord.com/services/practices/public-finance Locke Lord is a full-service law firm with 20 offices designed to meet clients’ needs in the United States and around the world. For over a century, we have assisted nonprofit organizations, state and local governments and other borrowers in accessing the capital markets to finance major public and private projects and programs. Helping our clients achieve their goals drives everything we do, leading us to consistently rank among top bond counsel firms nationally. Stephanie Massey Jennifer Capasso Mendonça Partner Partner (617) 239-0558 (617) 239-0845 stephanie.massey@lockelord.com jennifer.mendonca@lockelord.com ![]() Melio & Company & Company
One Northfield Plaza, Suite 300 560 West Frontage Road Northfield, IL 60093 (847) 441-2900 www.meliocompany.com Melio & Company was established in 2009 based on the belief that the nation’s premier healthcare systems are seeking the highest quality, strategic advice from a trusted fiduciary and independent advisor with decades of capital markets experience and a deep understanding of not-for-profit hospitals, healthcare systems, specialty institutions, and academic medical centers. Mark Melio Managing Partner & CEO (312) 320-3793 mark@meliocompany.com ![]() Orrick Herrington & Sutcliffe, LLP
The Orrick Building 405 Howard Street San Francisco, CA 94105 (415) 773-5925 www.orrick.com Orrick’s history in public finance stretches back for more than 150 years. As the nation’s top ranked bond counsel firm, Orrick provides reliable, cost-effective, innovative services and solutions for all types of public finance matters. Our Health Care Finance group is committed to bringing expertise, cutting-edge concepts and knowledge of the health care industry from our national experience in health care finance to each transaction. Our team addresses critical issues and collaborates with the entire working group to provide successful results for each borrower. In addition, lawyers in our Higher Education Finance group have been involved with hundreds of financings encompassing a wide variety of financing techniques and structures for colleges and universities across the United States. Robyn Helmlinger Catrina Kohn Partner Senior Associate (415) 773-5925 (212) 506-5397 rhelmlinger@orrick.com ckohn@orrick.com ![]() lsinelli PC
150 N. Riverside Plaza Suite 3000 Chicago, IL 60606 (312) 873-3679 https://www.polsinelli.com/ Polsinelli is an Am Law 100 firm with more than 1,000 attorneys in 23 offices nationwide. Recognized as one of the top firms for excellent client service and client relationships, Polsinelli is committed on meeting our clients’ expectations of what a law firm should be. Our attorneys provide value through practical legal counsel infused with business insight Polsinelli’s nonprofit finance attorneys have completed more than 500 nonprofit finance transactions, aggregating in excess of $60 billion dollars, in nearly every state, and serve as bond, underwriter, bank or borrower counsel in tax-exempt financings for nonprofit health care and senior living providers, as well as for cultural and education facilities. Polsinelli LLP in California, Polsinelli PC (Inc) in Florida. Janet Zeigler Jessica Zaiger Shareholder Shareholder (312) 873-3679 (816) 572-4419 jzeigler@polsinelli.com jzaiger@polsinelli.com ![]() Ponder & Co.
10 Cadilac Drive Suite 120 Brentwood, TN 37027 (219) 531-2369 ponderco.com Ponder & Co. is a leading financial and strategic advisory firm focused exclusively on the healthcare industry. We have been providing advisory services to not-for-profit hospitals and healthcare systems for more than 45 years. With complete objectivity, we advise clients on the most suitable and prudent ways to access capital, execute transformative relationship and integration strategies, and ultimately drive financial and operational performance. Our ultimate goal is to empower our clients with the information they need to make the most informed decisions, concentrated in four critical areas: Capital Advisory & Derivatives, Mergers & Acquisitions, Management Consulting and Investment Management. Michael Tym Jennifer Brown Managing Director Managing Director (312) 953-1325 (219) 531-2369 mtym@ponderco.com jbrown@ponderco.com ![]() Piper Sandler
800 Nicollet Mall Minneapolis, MN 55402 (800) 333-6000 https://www.pipersandler.com/ Our expert teams facilitate the issuance of taxable and tax-exempt debt across a range of sectors, with two key client sectors being healthcare and higher education institutions. With our deep sector expertise, broad national platform and superior client relationships, we deliver tailored solutions that meet the unique goals and objectives of each client. John Henningsgard Melanie Johnson Managing Director Managing Director (612) 718 9796 (612) 227-3656 john.henningsgard@psc.com melanie.johnson@psc.com ![]() Quarles
411 East Wisconsin Avenue Milwaukee, WI 53202 (414) 277-5000 www.quarles.com Quarles is a multidisciplinary AmLaw200 law firm with more than 500 attorneys practicing at the top of the profession in 11 offices nationwide. We provide legal services in more than 20 practice areas to clients such as educational and research institutions, health care institutions, municipalities and government agencies, and major corporations. We have a deep and longstanding commitment to our public finance and governmental entity clients. For more than 75 years, we have assisted in raising capital for public-interest projects ranging from hospitals, clinics, multimember healthcare systems, senior living facilities, educational institutions, cultural facilities, redevelopment districts and a wide variety of infrastructure projects. Our attorneys have extensive experience in conduit qualified private activity bond tax-exempt financing transactions. As bond and issuer counsel to the Wisconsin Health and Educational Facilities Authority we annually provide opinions on over $1 billion of qualified 501(c)(3) bonds. In addition to serving as bond counsel and issuer’s counsel, we serve as underwriter’s counsel, disclosure counsel and purchaser counsel for clients all across the country and represent many 501(c)(3) borrowers with their financing needs and ongoing compliance matters. Our volume makes us one of the largest public finance law practices in the country. We are deeply involved at state and national levels in formulating bond industry standards, writing laws affecting state and local financing, and serving in industry groups. This keeps us at the forefront in spotting new trends, developments and techniques. Liz Blutstein Nate Fronk Attorney Attorney (414) 277-3037 (414) 277-5258 elizabeth.blutstein@quarles.com ![]() Raymond James & Associates,
535 Madison Avenue 9th Floor New York, NY 10022 (646) 557-1549 https://www.raymondjames.com/corporations-and-institutions/public-finance Raymond James is a full service financial firm that provides Public Finance Investment Banking Services for governmental entities and not-for-profit concerns. Robert Coven Jan Blazewski Managing Director Managing Director (646) 557-1549 (609) 524-3385 robert.coven@raymondjames.com jan.blazewski@raymondjames.com ![]() S & P Global Ratings
55 Water Street New York, NY 10041 (212) 438-2000 www.spglobal.com/uspublicfinance S&P Global Ratings, a division of S&P Global Inc. (NYSE: SPGI), is a leader in providing credit ratings insight for the public and not-for-profit sectors. Our public finance analysts provide a deep understanding of markets with sector-specific experience. Learn how our perspective can help you make better-informed financing decisions. Visit spglobal.com/uspublicfinance. Kate Boatright Senior Director, Commercial Head of Public & Sovereign Finance - North America (214) 871-1420 kate.boatright@spglobal.com ![]() Sherman & Howard L.L.C.
675 15th Street Suite 2300 Denver, CO 80202 (303) 299-8373 https://shermanhoward.com/ Sherman & Howard L.L.C. is a 130-year-old full-service law firm based in Denver. We provide legal counsel and innovative business solutions to individuals, private and public companies, nonprofits, and government entities across the nation and around the world. The initial area of expertise of the firm’s founder was public finance, and he became the first recognized bond counsel in the Rocky Mountain area. Since 1892, our Public Finance team has advised clients at the intersection of public finance and real estate law, playing an integral role in the development of communities, including educational and healthcare resources, across Colorado and the western United States. We represent clients in all aspects of law affecting public finance and have been rendering opinions with respect to bond transactions as bond, issuer, tax, disclosure and finance counsel and advising public entities on governmental issues since our inception. Cory Kalanick David Lucas Member, Public Finance Group Member, Public Finance Group (303) 299-8373 (303) 299-8134 ckalanick@shermanhowardcom ![]() Squire Patton Boggs
1000 Key Tower 127 Public Square Cleveland, Ohio 44114 (216) 479-8500 squirepattonboggs.com Since 2020, Squire Patton Boggs (US) LLP has served as bond counsel on 1,500 issues valued at $75.5 billion and has one of the top-ranked non-profit education and healthcare practices in the country. The firm was named U.S. News & World Report’s Law Firm of the Year in Public Finance Law for 2014, 2015, 2018 and 2020. We have represented issuers, health systems, colleges and universities in the financial arena for decades, and continue to be on the cutting edge of public law and tax-exempt finance issues affecting these entities. Our practice is comprised of lawyers in many different disciplines who have in-depth knowledge of the challenges that issuers, institutions of higher education and health care providers face. Our representations have included advice on financing, corporate governance, tax compliance, development and planned giving, intellectual property, immigration, property acquisition and disposition, compliance audits (including assistance with IRS Schedule K), labor regulations and disputes, and construction matters. squirepattonboggs.com Alexander Burlingame Partner (216) 479-8768 alexander.burlingame@squirepb.com ![]() US Bank Trust Company, National Association
60 Livingston Ave EP-MN-WS3C St. Paul, MN 55107 (859) 630-0071 usbank.com U.S. Bank Trust Company, National Association is a valued service provider for a broad range of corporate and municipal financings in addition to a wide variety of escrow services. Their experienced professionals understand the complexities of these transactions and use their expertise and the latest technology available to exceed each customers individual needs and fulfill their expectations for timeliness and accuracy. Experience their support services and make U.S. Bank your provider of choice. Karolina Donlin Senior Vice President (859) 630-0071 karolina.donlin@usbank.com ![]() UMB Bank
11035 Golf Links Drive P.O. Box 77699 Charlotte, NC 28271 (816) 860-4573 umb.com/corporatetrustagency For over 75 years, UMB’s Corporate Trust and Escrow Services has been a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal bond financing marketplaces. Our trust services encompass the spectrum of offerings from traditional to complex, including all forms of Health and Educational Facilities and Economic Development securities, while our agency business provides solutions for escrow, project finance and other detailed, multi-lender loan agency transactions. For more information visit umb.com/corporatetrustagency. Patrick Teague Roni Gannon Senior Vice President National Sales Manager (816) 860-4573 (646) 223-0931 Patrick.Teague@umb.com Roni.Gannon@umb.com ![]() Zions Bank
800 W. Main Street Suite 700 Boise, ID 83702 (208) 501-7493 www.zionsbank.com For over 100 years, Zions Bank has built strong, lasting relationships with our customers by delivering excellent service and by adding value to their transactions through our experience, flexibility, and attention to detail. Zions Bank Corporate Trust makes a true difference by providing you and your financing team a purely local customer service experience enhanced by strong technological and reporting solutions. One Team...One Office...One Point of Contact - That’s the kind of Bond Trustee and Paying Agent service you deserve. At Zions Bank “We Haven’t Forgotten Who Keeps Us in Business” Twyla Lehto Ryan Pollihan Senior Vice President Senior Vice President (470) 437-3936 & Director of Corporate Trust twyla.lehto@zionsbancorp.com (208) 501-7493 ryan.pollihan@zionbacorp.com |