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
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
Siamac Afshar
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
