California Education Finance

Committed to building the future of education in California.

Our team brings experience, professionalism and integrity to financing K-14 school bond programs in the state of California. We pride ourselves on providing creative solutions, top-notch service and low borrowing costs, supporting our clients’ efforts to act as true stewards of taxpayer dollars. Our six-person education team out of San Francisco, Los Angeles, Pasadena and Orange County is backed by the power of Raymond James, which is consistently among the leading municipal bond underwriters in the nation. Our extensive distribution network reaches not only Tier 1 institutional buyers, but also Tier 2 and Tier 3 with the largest middle-market institutional sales force in the nation.

#1

underwriter of all general obligation bonds for K-14 school districts in California*

6

public finance professionals dedicated to California K-14 financing

31

transactions priced in 2024 totaling $1.2 billion

873

employees in 298 offices in 156 cities statewide

454

retail brokers with 180,048 accounts and $65.4 billion AUM

*Source: Bloomberg, based on total number of issues (2020-2024)
Stats as of December 31, 2024
Past performance may not be indicative of future results.

Full-service Capabilities

  • General obligation bonds
  • Certificates of participation
  • Private placements
  • Tax-credit financings
  • Limited tax obligations
  • Rating agency strategy
  • Debt portfolio analysis
  • Taxable bonds

Team

Parker Colvin
Managing Director, Municipal Underwriter
   
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Victor Andrade
Managing Director
   
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Alexzis Fuke
Alexzis Fuke
Managing Director
   
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Brett Lee
Managing Director
   
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Trennis Wright
Managing Director
   
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Brandon Bassell
Vice President
   
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