Jan R. Bartholomew
Jan joined Baird in January 2015 after 25 years with RBC Capital Markets where she most recently was a Managing Director. Prior to RBC, she worked at Underwood, Neuhaus & Co. Throughout her career, she has completed more than 2,000 transactions and represented over 200 special districts in the Houston, Austin, and Dallas areas. Jan specializes on Texas special districts including municipal utility districts, levee improvement districts, municipal management districts and improvement districts. She has provided financial advisory services to several master‐planned and major water authorities tasked with providing surface water to the Houston area. A Houston resident, Jan graduated with honors with a BBA in finance from the University of Houston. Jan has previously served on the Board of the Utility District Advisory Corporation (“UDAC”). Jan is registered with FINRA and holds a Series 7, Series 63 and Series 52 licenses.
Stephen M. Eustis
Stephen joined Baird in January 2015 from RBC Capital Markets where he most recently was a senior public finance banker. He also worked as a financial analyst and support banker. He has assisted in the completion of more than 500 special district transactions during his career. Stephen focuses on Texas special districts including municipal utility districts, levee improvement districts, municipal management districts and improvement districts and has provided financial advisory services to several master‐planned communities throughout Houston. Stephen holds a bachelor of science degree in finance from Trinity University and lives in Houston. Stephen is registered with FINRA and holds both Series 7 and Series 63 licenses.
Brian M. Kelso
Brian has more than 13 years of experience in public finance and has worked with numerous issuers throughout Texas including cities, school districts, counties and water districts. His experience includes general obligation, utility revenue, annual appropriation, sales tax and transportation credits. Brian has a bachelor of science degree in business administration from Colorado State University and holds Series 7 and Series 66 licenses.