
Skilled.
Superb problem solving skills;
An understanding of the operations and economic drivers of government;
Well developed communication skills;
Ability to independently develop insightful perspectives on the financial and economic factors present in local government; and
Intellectual curiosity and uncompromising commitment to delivering measurable results to the firm's clients.
Qualifications:
- Forty years experience in municipal credit, trading and consulting
- Advisor on more than $20 billion in financing
- Registered Investment Advisor Representative
- Certified Independent Public Finance Advisor
Focus:
- State, county and city general governmental finance
- Real estate based and development financing
- Investment of capital funds
Member:
- California Society of Municipal Finance Officers
- California Society of Municipal Analysts
- Government Finance Officers Association
- Risk Management Association
- Nat'l Association of Independent Public Finance Advisors
Qualifications:
- Fifteen years experience in municipal consulting
- Advisor, project manager or closing coordinator on more than 100 financings
- Stong background in redevelopment plan adoption and preparation of AB1290 updates
- Executive management of ten affordable housing programs
Focus:
- County and city general government finance
- Numerical analysis and redevelopment administration

Kathryn Schaefer
Administration &
Corporate Secretary
Corporate Secretary
(949) 428-8363 ext. 221
Qualifications:
- Eight years experience in securities industry
Focus:
- Administrative management of the Firm
- Service delivery & quality control to clients

