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

California

Brady Johnson

senior vice president

Rob Nickell

Executive Vice President Education Finance

Connecticut

William Sims

Managing Principal

R. Jeffrey Sands

Managing Principal,
General Counsel

Andrew P. Nesi

Executive Vice President

Kaiti Wang

Vice President Education Finance

Shannon Falon

Vice President

Catherine Vancho

Executive Assistant

Florida

Marla Matzuk

Administrative Assistant

Illinois

Lynn Daly

Executive Vice President

Maryland

Aaron Rulnick

Managing Principal

Brady Richardson

Assistant Vice President

David Saustad

Assistant Vice President

Sonia Carrero

Executive Assistant

Minnesota

Jenny Wade

Senior Vice President

Ohio

Rich Harmon

Executive Managing Director & Head of Education Finance

Pennsylvania

James Bodine

Executive Vice President

Texas

Brett Edwards

Senior Vice President

Curtis King

Executive Vice President

Rob Nickell

Executive Vice President Public Finance Education

James Rester

Executive Vice President

Nick Roberts

Vice President

Ryan Snow

Assistant Vice President

Virginia

Thomas Bowden

Senior Vice President

Kyle Ficker

Assistant Vice President

Seth Wagner

Senior Vice President

New Jersey

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

Anthony Luzzi

President

Andrew Patykula

Executive Vice President

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