National Association of Health and Educational Facilities Finance Authorities
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2023 NAHEFFA SPONSOR DIRECTORY

bECOME A 2023 NAHEFFA  SPONSOR
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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 ​


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​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              



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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


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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


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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


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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


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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


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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


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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


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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 ​


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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.
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Krystal LeVeque  
Business Development and Marketing Director
(206) 470-7688
krystal.leveque@hcmp.com


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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 


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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



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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


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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


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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



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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


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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


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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


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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


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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



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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


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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


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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
         


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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


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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


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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


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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


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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


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​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


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​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


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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


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