Investment Advisor Professionals

Our team has broad based investment experience that includes over 100 years of fixed income portfolio management, trading and underwriting, public finance and investment banking, and work in the public sector as finance officers.

Our Team

Jason Click, President (Contact Jason)
Jason Headings, Vice President (Contact Jason)
Debbie Newman, Sr. Public Funds Advisor (Contact Debbie)
Eileen Stanic, Sr. Public Funds Advisor (Contact Eileen)
Nick Vaccari, Public Funds Advisor (Contact Nick)