Meet Our Investment Banking Team

With an average 24 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

Connecticut

William Sims

Managing Principal

R. Jeffrey Sands

Managing Principal,
General Counsel

Andrew P. Nesi

Executive Vice President

Catherine Vancho

Executive Assistant

Florida

Kerry Moynihan

Senior Vice President

Marla Matzuk

Administrative Assistant

Illinois

Lynn Daly

Executive Vice President

Maryland

Aaron Rulnick

Managing Principal

Melissa Messina

Senior Vice President

Jonathan Sears

Vice President Sims Mortgage Funding, Inc.

Brady Richardson

Senior Banking Associate

Sonia Carrero

Executive Assistant

Pennsylvania

James Bodine

Executive Vice President

Siamac Afshar

Vice President

Texas

Brett Edwards

Vice President

Curtis King

Senior Vice President

James Rester

Senior Vice President

Ryan Snow

Analyst

Virginia

Thomas Bowden

Vice President

New Jersey

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

Anthony Luzzi

President

Andrew Patykula

Senior Vice President

Kerrie Tomasiewicz

Executive Vice President

Joseph K. Windels

Senior Consultant

Geraldine Hamm

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