MILWAUKEE, Jan. 29, 2015 – Baird, an employee-owned, international capital markets, wealth management, private equity and asset management firm, today announced that its Public Finance business has added eight professionals in Houston. Led by Jan Bartholomew, Managing Director, the team brings more than 80 years of combined public finance experience to Baird’s Public Finance business.
The team specializes in structuring and financing municipal utility districts (MUDs) within master-planned communities, as well as special districts and water authorities throughout Texas. Prior to joining Baird, the group was serving as financial advisor to more than 200 special districts including MUDs and water authorities throughout the state.
In addition to Bartholomew, the following public finance professionals have also joined Baird:
- Stephen Eustis, Director, Banker
- Ryan R. Nesmith, Senior Vice President, Support Banker
- David Smalling, Senior Vice President, Support Banker
- Adam C. Cohen, Vice President, Support Banker
- Debbie Hardwick, Public Finance Coordinator
- Oscar Ortiz, Financial Analyst
- Jimmy Taylor, Financial Analyst
“We are excited to add these seasoned professionals to Baird's Public Finance group,” said Keith Kolb, Managing Director and Director of Baird’s Public Finance group. “Their client-focused approach and deep expertise in a niche sector, which includes MUDs and special districts, is a great addition to our Public Finance platform. We appreciate the opportunity to help them build further on their success for the benefit of our clients.”
“We couldn’t be more pleased to join Baird in Houston, which is a great place for us to do business,” Bartholomew said. “Baird’s robust platform of services and support for our specialized financial advisory business, along with the firm being employee owned and conservatively managed, made it the best fit for our clients and our team.”
Baird currently employs nearly 100 associates in Texas.The firm has four offices in Texas including two in Houston, Dallas and Fort Worth, and has wealth management, equity research and fixed income institutional sales operations in the region.
About Baird’s New Public Finance Bankers
Jan Bartholomew, Managing Director
Jan Bartholomew joined Baird 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. Bartholomew specializes in serving Texas special districts including municipal utility districts (MUDs), levee improvement districts, municipal management districts and improvement districts. She has provided financial advisory services to many master‐planned communities and major water authorities tasked with providing surface water to the Houston area. A Houston resident, Bartholomew graduated with honors with a bachelor’s degree in finance from the University of Houston. She has previously served on the Board of the Utility District Advisory Corporation.
Stephen Eustis, Director
Stephen Eustis joined Baird from RBC Capital Markets where he most recently was a senior public finance banker. He also has worked as a financial analyst and support banker. He has assisted in the completion of more than 500 special district transactions during his career. Eustis focuses on Texas special districts including municipal utility districts (MUDs), levee improvement districts, municipal management districts and improvement districts. He holds a bachelor’s degree in finance from Trinity University and lives in Houston.
About Baird’s Public Finance Group
Baird is a major underwriter and financial advisor to municipalities, schools, government agencies, nonprofits and corporations. According to IPREO MuniAnalytics, Baird ranked first in the nation for total number of municipal bond underwritings, municipal bond underwritings of $50 million or less based on total par value and among the top 10 for municipal bond issues of $100 million or less, also based on total par value, for 2014. Baird Public Finance transactions are regularly recognized as “Deal of the Year” by The Bond Buyer.
Baird is an employee-owned, international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Established in 1919, Baird has more than 3,100 associates serving the needs of individual, corporate, institutional and municipal clients. Baird has more than $135 billion in client assets. Committed to being a great place to work, Baird ranked No. 9 on FORTUNE’s 100 Best Companies to Work For in 2014 – its 11th consecutive year on the list. Baird’s principal operating subsidiaries are Robert W. Baird & Co. in the United States and Robert W. Baird Group Ltd. in Europe. Baird also has an operating subsidiary in Asia supporting Baird’s investment banking and private equity operations. For more information, please visit Baird’s Web site at rwbaird.com.
For additional information contact:
Baird Public Relations