Meet Our Investment Banking Team

With an average of approximately 20 years of on-the-job experience, our bankers get the most complex financing projects done smoothly and cost-efficiently with a minimum of fuss. They have deep knowledge of nonprofit and for-profit financing, including senior living, housing, health care, education, energy and municipal bonds.

Whether you’re looking to build, acquire, expand, reposition or renovate key facilities anywhere in the country, be assured that your project will be Financed Right®.

Our Banking Professionals

Arizona

Akshai Patel

executive vice president

California

Brady Johnson

senior vice president
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John Solarczyk

executive vice president

Jess Ward

assistant vice president

Connecticut

William Sims

Managing Principal
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R. Jeffrey Sands

Managing Principal,
General Counsel
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Andrew P. Nesi

Executive Vice President
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Kaiti Wang

Vice President Education Finance
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Catherine Vancho

Executive Assistant

Florida

Marla Matzuk

Administrative Assistant

Kerry Lewandowski

Senior Vice President

Illinois

Lynn Daly

Executive Vice President
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Maryland

Aaron Rulnick

Managing Principal
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David Saustad

Assistant Vice President
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Chance Bootstaylor

Analyst
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Sonia Carrero

Executive Assistant

Minnesota

Jenny Wade

Senior Vice President
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Ohio

Rich Harmon

Executive Managing Director & Head of Education Finance
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Pennsylvania

James Bodine

Executive Vice President
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Texas

Brett Edwards

Senior Vice President
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Curtis King

Executive Vice President
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Rob Nickell

Executive Vice President Public Finance Education
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James Rester

Executive Vice President
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Nick Roberts

Vice President
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Justice Onyeugo

Analyst

James Deleray

Analyst

Virginia

Thomas Bowden

Senior Vice President
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New Jersey

Working in collaboration with Sims Mortgage Funding, Inc, a subsidiary of Herbert J. Sims.

Anthony Luzzi

President
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Andrew Patykula

Executive Vice President
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Kerrie Tomasiewicz

Executive Vice President

Joseph K. Windels

Senior Consultant

Geraldine Hamm

Administrative Support Coordinator
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Financing the Perception of Safety, White Paper on the
Senior Living COVID-19 Sentiment Survey