Pennsylvania Public Finance

Strategic investment in Pennsylvania’s future

As a dedicated public finance partner, Raymond James provides innovative strategies and client-focused service to debt issuers across the Commonwealth of Pennsylvania. Our work is fueled by the close relationships we continue building with issuers and defined by our deep commitment to the Commonwealth. Because this is our home, too.

Raymond James Public Finance ranks as the leading underwriter of municipal bonds in the Commonwealth and the leading underwriter of K-12 issues.* With 19 municipal institutional sales professionals and approximately 145 fixed income generalists nationally, we strive to provide outstanding service at the lowest borrowing cost to our clients.

From new school and municipal buildings to utility projects, complex financing structures are often required to fund progress within communities. And as challenges grow to provide services within already stretched budgets, our veteran bankers and dedicated underwriters work with municipal issuers to provide tailored financing solutions to meet our clients’ unique needs.

#1

underwriter of municipal bonds and K-12 issues in the Commonwealth*

13

public finance professionals located in the Commonwealth

981

associates working in 178 offices in 104 cities statewide

$44B

under management in 190,504 retail accounts serviced by 321 financial advisors in the state

Data as of June 30, 2024, unless otherwise noted
*Source: Bloomberg, based on total par amount as of June 30, 2024. Past performance may not be indicative of future results.

Full-service Capabilities

Services

  • Underwriting
  • Financial advisory/municipal advisor
  • Placement agent
  • Bond proceeds investment strategy
  • Derivatives advisory
  • Rating agency strategy
  • Debt portfolio analysis and structuring
  • Capital project planning
  • Financial/budget projections
  • Continuing disclosure dissemination agent

Issuers Served

  • Municipalities
  • Counties
  • School districts
  • Water and sewer/utilities
  • Economic development projects
  • Charter schools
  • Community colleges
  • Universities
  • Transportation authorities
  • Airports
  • Housing
  • Healthcare
  • Senior living

Team

Jim Tricolli
Managing Director, Head of Pennsylvania Public Finance
Read Bio
Ken Phillips
Ken Phillips
Managing Director
Read Bio
Scott Kramer
Scott Kramer
Managing Director
Read Bio
Lou Verdelli
Lou Verdelli
Managing Director
Read Bio
Lauren Stadel
Lauren Stadel
Managing Director
Read Bio
Allie Macchi
Allie Macchi
Managing Director
Read Bio
Mike McCaig
Managing Director
Read Bio
David Eckhart
David Eckhart
Managing Director
Read Bio
Patrick McGann
Director
Read Bio
Ryan Brockman
Ryan Brockman
Vice President
Read Bio
Cindy Hardy
Cindy Hardy
Associate
Read Bio
Olivia Atlasik
Olivia Atlasik
Associate
Read Bio
Megan Pinker
Megan Pinker
Senior Administrative Coordinator
Read Bio

Featured Transactions

Public Finance Market Watch

In-depth and timely commentary and analysis on the municipal market from industry experts.