2026 NAHEFFA SPONSOR DIRECTORY
Amalgamated Bank of Chicago
30 N. LaSalle Street Chicago IL 60602 (312) 822-3107 www.aboc.com ABOC is a Chicago-based, highly experienced Corporate Trust Department which can act as your paying agent or trustee on your municipal debt and escrows. Our commitment to the Corporate Trust industry is the driving force behind our status as the local, service-oriented, cost-effective provider for municipalities, 501(c)(3) organizations, state authorities, corporations, utilities, school districts, park districts, library districts and others. ABOC's fully automated operational support, administration and legal professionals are located within the Chicago office allowing for seamless service delivery. Our personalized one-on-one service, expertise and responsiveness enable us to develop strong, long-term relationships with our customers. Our team understands the complexities of municipal transactions and the importance of anticipating and responding to each customer's needs to consistently exceed their expectations. To learn more visit www.aboc.com. Patricia Trlak SVP Corporate Trust Manager (312) 822-3107 [email protected] Cathey Walls (312) 822-3266 [email protected] 
Argent Institutional Trust Company
4343 East Commons, Suite 120 Columbus OH 43219 (614) 681-6867 https://aitc.argentfinancial.com/ As an independent, non-depository, non-lending trust company, our focus is on our clients and delivering conflict-free solutions to meet their needs. Through our extensive history and experience, we have the necessary knowledge, flexibility, and agility to properly administer the transaction at hand. Maxum Tomaszewski Executive Vice President & Director of Corporate Trust (614) 681-6867 [email protected] David Hard (614) 681-6798 [email protected]
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
Barnes Thornburg
1200 17th Street, Suite 2025 Denver CO 80203-5835 (303) 223-7100 btlaw.com More than 850 legal professionals in 26 offices across the country collaborate seamlessly at Barnes & Thornburg to field the right team for you. As one of the 100 largest law firms in the United States, we put our collective experience across legal disciplines to work so you can conduct business in today’s changing marketplace. Anastasia Khokhryakova Partner (303) 223-7101 AK@btlawcom Ethan Anderson (303) 223-7104 [email protected] 
BMO Bank N.A.
320 S Canal St Chicago, IL 60606 (312) 519-6579 https://commercial.bmo.com/en/us/industry-expertise/educational-institutions/ BMO'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) 519-6579 [email protected] 
BNY
240 Greenwich Street New York, NY 10286 (313) 320-2156 www.bny.com BNY is a leading, trusted partner to health and educational facility finance authorities, our Corporate Trust team helps them deliver essential projects for communities nationwide. We provide end to end trustee, paying agent, registrar, escrow, and dissemination services across tax exempt and taxable financings—supported by robust fiduciary controls, experienced specialists, and scalable technology. Our professionals understand the unique needs of conduit issuers, borrowers, and advisors, from initial closing through ongoing administration, compliance, and reporting. Whether structuring new money bonds, refundings, or complex multi series programs, we focus on precision, transparency, and timely execution so clients can concentrate on mission outcomes. Tammy Davis, Sales & Relationship Manager, SVP (313) 320-2153 [email protected] James Young, Sales & Relationship Manager, SVP (215) 776-3521 [email protected] 
Chapman and Cutler LLP
320 South Canal Street Chicago, IL 60606 (312) 845-3000 www.chapman.com Chapman and Cutler LLP is a law firm focused on finance, representing the most sophisticated financial companies and institutional investors in the world. Chapman’s industry-leading public finance practice is among the largest in the US, supported by a dedicated group of tax attorneys focused exclusively on public finance transactions. Our vast public sector experience makes us a go-to legal advisor to issuers, local governmental entities, commercial lenders, underwriters, investors, placement agents, and other credit providers across a wide spectrum of financing and leasing transactions. For more information, visit chapman.com. Nancy Burke, Partner (312) 845-2953 [email protected] 
Columbia Capital Management
6700 Antioch, Suite 250 Merriam KS 66204 (913) 312-8077 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 we structure New Markets Tax Credits financings. Jeff White, Managing Director (913) 312-8077 [email protected] 
DebtBook
1930 Camden Road Charlotte NC 28203 (865) 924-0443 www.debtbook.com DebtBook offers modern treasury and accounting software designed to help state and local government, higher education, healthcare, and others go from operational overload to strategic leadership. Our Debt, Cash, and Investment Management solutions empower strategic treasury and improve financial outcomes by automating operational work and allowing teams to more easily analyze their data and extract valuable insights. Our Contract Management and GASB 87 and 96 solutions give accounting teams hours back to their day. Lavonta Hutchins Enterprise Account Executive (865) 924-0443 [email protected] 
Dorsey & Whitney LLP
125 Bank Street Suite 600 Missoula, MT 59802 (406) 329-5585 [email protected] Dorsey & Whitney has been active in the public finance industry for more than 100 years. We are nationally recognized bond counsel and serve as issuer's counsel, borrower's counsel, disclosure counsel, underwriter's counsel, special tax counsel, bank counsel, and trustee's counsel in all types of public finance transactions across the country. Erin McCrady, Partner (406) 329-5585 [email protected] 
Gilmore & Bell, P.C.
2405 Grand Boulevard Suite 1100 Kansas City, MO 64108 ((816) 221-1000 www.gilmorebell.com Gilmore & Bell, P.C. was established in 1979 and is one of the leading public finance law firms in the United States. The firm serves as bond counsel in a wide variety of tax-exempt financings, including financings for 501(c)(3) organizations and governmental entities. Scott Waller, Director-Shareholder (816) 218-7591 [email protected] 
Hawkins Delafield & Wood, LLP
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KBRA
805 Third Avenue, 29th Floor New York, NY 10022 (212) 702-0707 https://www.engagewith.kbra.com/ KBRA is a global, full-service credit rating agency committed to setting a higher standard of excellence, integrity, and transparency in credit analysis. Founded in 2010, KBRA provides rigorous credit opinions, ratings, research, and risk assessments across a broad range of asset classes, supported by clearly articulated methodologies and timely insight. With extensive coverage across the U.S., UK, Europe, and APAC, KBRA delivers an independent credit rating perspective informed by in-depth regional expertise. In addition to ratings, KBRA Analytics provides high-quality data, toolsets and platforms with actionable research designed to support informed investment and risk management decisions. KBRA’s culture emphasizes collaboration, diversity of thought, and innovation, reflecting our belief that thorough analysis, transparent communication, and fresh perspectives remain fundamental as global capital markets continue to evolve. Doug Kilcommons, Managing Director, Public Finance (646) 731-3341 [email protected] William Baneky, Managing Director, Business Development (646) 731-2409 [email protected] 
Kutak Rock LLP
2001 16th Street Suite 1800 Denver, CO 80202 (303) 297-2400 www.kutakrock.com Kutak Rock LLP is a national firm of more than 600 lawyers with locations in 21 cities. The firm serves local, regional and national clients in a multidisciplinary practice. More than 145 Kutak Rock lawyers devote all or a major portion of their practice to the field of public finance and related aspects of law. The firm has served as bond counsel in more than 25,000 municipal bond issues in all 50 states, the District of Columbia, the Virgin Islands, Guam and Puerto Rico. The firm’s national prominence is attributable in part to the large number of subspecialties it maintains within the public finance field – the department is purposefully organized to match this breadth of expertise with the needs of a diverse client base. Fred Marienthal, Senior Partner (303) 297-2400 [email protected] 
Moody's Ratings
7 World Trade Center @250 Greenwich Street NY 10007 (212) 553-0300 https://ratings.moodys.io/pfg Moody’s Ratings is a leading global provider of credit ratings, research, and risk analysis. Moody’s Ratings may enable issuers to create timely, go-to-market debt strategies with the ability to capture wider investor focus and provides investors with a comprehensive view of global debt markets through our credit ratings and research. Moody’s Ratings trusted insights can help decision-makers navigate through turmoil and market volatility. Susan Fitzgerald Managing Director (212) 553-6832 [email protected] 
PFM Financial Advisors LLC
100 High Street Floor 23 Boston, MA 02110 (617) 502-5640 www.pfm.com At PFM, we believe that, in a changing world, doing meaningful work is more important than ever. Our financial advisors and consultants’ partner with clients large and small to transform their world. Beyond superior financial advice, we offer tailored creative consultation that empowers, mobilizes and educates—which, in turn, ensures sustainable outcomes. Simply put, we provide visionaries with the lens to a brighter future. Florien Bouwmeester, Director, (617) 502-5640 [email protected] Raul Ardelean, Senior Managing Consultant (617) 502-5640 [email protected] 
Piper Sandler
801 Nicollet Minneapolis, MN (612) 303-6675 www.pipersandler.com Piper Sandler has served clients as a leading investment bank since 1895. With our deep sector expertise and broad national platform, we deliver tailored financing solutions to meet the unique goals and objectives of each client. John Henningsgard, Managing Director (612) 303-1706 [email protected] Melanie Johnson, Managing Director (612) 303-6724 [email protected] 
Polsinelli
150 N. Riverside, Suite 3000 Chicago IL 60606 (312) 819-1900 https://www.polsinelli.com/ Polsinelli is an Am Law 100 firm with more than 1,200 attorneys in over 25 offices nationwide. Recognized as one of the top firms for excellent client service and client relationships, Polsinelli is committed to meeting our clients’ expectations of what a law firm should be. Our attorneys provide value through practical legal counsel infused with business insight, offering comprehensive corporate, transactional, litigation and regulatory services with a focus on finance, health care, real estate, technology, private equity and life sciences. Jessica Zaiger, Capital Markets & Commercial Lending Co-Chair (816) 572-4419 [email protected] 
Quarles
411 East Wisconsin Avenue Milwaukee, WI 53202 (414) 277-5000 www.quarles.com Quarles & Brady is a multidisciplinary AmLaw200 law firm with approximately 525 attorneys practicing at the top of the profession in 13 offices nationwide. We provide legal services in 11 core 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 80 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, Attorney (414) 277-3037 [email protected] Nathan Fronk, Attorney (414) 277-5258 [email protected] 
S & P Global Ratings
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Troutman Pepper Locke
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Troutman Pepper Locke helps clients solve complex legal challenges and achieve their business goals in an ever-changing global economy. With more than 1,600 attorneys in 30+ offices, the firm serves clients in all major industry sectors, with particular depth in energy, financial services, health care and life sciences, insurance and reinsurance, private equity, and real estate.
Stephanie Massey, Partner
(617) 239-0558
[email protected]
Jennifer Mendonça, Partner
(617) 239-0845
[email protected]
Stephanie Massey, Partner
(617) 239-0558
[email protected]
Jennifer Mendonça, Partner
(617) 239-0845
[email protected]
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UMB
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UMB Financial Corporation (Nasdaq: UMBF) is a financial services company headquartered in Kansas City, Missouri. UMB offers commercial banking, which includes comprehensive deposit, lending and investment services, personal banking, which includes wealth management and financial planning services, and institutional banking, which includes asset servicing, corporate trust solutions, investment banking, and healthcare services.
Jason Fry
Senior Vice President
(616) 350-0301
[email protected]
Jason Fry
Senior Vice President
(616) 350-0301
[email protected]
US Bank National Association
435 N. Whittington Pkwy STE 150
Louisville, KY 40241
(859) 630-0071
www.usbank.com
U.S. Bank is a valued service provider for a broad range of healthcare and higher education financings, as well as a variety of escrow and trust services. Our experienced professionals understand the unique complexities of these sectors and apply their deep expertise and advanced technology to exceed each client’s expectations for timeliness, accuracy, and personalized service.
Whether you're managing a straightforward transaction or navigating a complex financing structure, U.S. Bank supports a wide array of solutions for hospitals, universities, nonprofit institutions, and municipalities.
Karolina Donlin, Senior Vice President
(859) 630-0071
[email protected]
Dan Boyers, Vice President
(513) 632-2077
[email protected]
435 N. Whittington Pkwy STE 150
Louisville, KY 40241
(859) 630-0071
www.usbank.com
U.S. Bank is a valued service provider for a broad range of healthcare and higher education financings, as well as a variety of escrow and trust services. Our experienced professionals understand the unique complexities of these sectors and apply their deep expertise and advanced technology to exceed each client’s expectations for timeliness, accuracy, and personalized service.
Whether you're managing a straightforward transaction or navigating a complex financing structure, U.S. Bank supports a wide array of solutions for hospitals, universities, nonprofit institutions, and municipalities.
Karolina Donlin, Senior Vice President
(859) 630-0071
[email protected]
Dan Boyers, Vice President
(513) 632-2077
[email protected]
Warbird Healthcare Advisors
600 Galleria Pkwy SE #500
Atlanta GA 30339
(205) 270-9740
www.warbirdhealthcare.com
Warbird Healthcare Advisors partners with organizations to drive sustainable growth and improve performance. Our seasoned operational advisors provide strategic advice, financial and operational improvements, and transitional executive leadership solutions. We combine deep industry expertise with practical solutions to help healthcare organizations achieve their financial and operational goals and realize their strategic vision.
C. Ryan Sprinkle
Senior Managing Director
(205) 270-9740
[email protected]
Kari Cornicelli
(619) 306-7255
Zions Bank
208 W. Main Street Suite 700
Boise, Idaho 83702
(208) 501-7493
www.zionsbank.com/corporatetrust
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, Executive Vice President & Director of Corporate Trust
(208) 501-7493
[email protected]
Ryan Pollihan, Senior Vice President
(470) 437-3936
[email protected]
208 W. Main Street Suite 700
Boise, Idaho 83702
(208) 501-7493
www.zionsbank.com/corporatetrust
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, Executive Vice President & Director of Corporate Trust
(208) 501-7493
[email protected]
Ryan Pollihan, Senior Vice President
(470) 437-3936
[email protected]