Financial Services

Bank of America Government Banking

Successful government solutions built from industry expertise and broad capabilities. Benefit from the expertise of experienced, locally rooted professionals who understand the unique needs of Maryland’s state and local governments. Bank of America delivers a full range of banking, treasury management, investment, bank qualified financing, and public finance solutions.

 

Chevy Chase Bank

Chevy Chase Bank is the largest locally-owned and managed bank headquartered in the greater Washington-Baltimore region -- with more than $13 billion in assets, nearly 900 ATMs, and commercial offices in Bethesda, Baltimore and Tysons Corner, Virginia. The Bank and its subsidiaries offer a full range of financial products and services for Maryland's state and local governments including: business banking, cash management, and trust and investment management services. Our experienced team of professionals works hard to understand your unique banking requirements, deliver the right financial solutions -- and provide consistently responsive, dedicated service. To learn how Chevy Chase Bank can help you achieve your goals, please contact Rhonda Cunningham Holmes in the Government Financial Services Group at 240-497-7732 or via e-mail at rcholmes@chevychasebank.com. 

 

Evergreen Capital Advisors, Inc.

From offices in Princeton (NJ) and Baltimore, Pat O’Connell and Honora Freeman of Evergreen Capital Advisors provide advisory services to local governments and state agencies financing capital projects. They have completed over $2.2 billion in financings since 1988 for Howard County as its financial advisor. Evergreen’s specialty is financing for land preservation. Pat O’Connell created an installment purchase program for Howard County that has been used by five other Maryland counties to acquire conservation easements on farmland.

 

Fitch Ratings

Fitch Ratings is a leading global rating agency committed to providing the world's credit markets with independent, timely and prospective credit opinions. Built on a foundation of organic growth and strategic acquisitions, Fitch Ratings has grown rapidly during the past decade gaining market presence throughout the world and across all fixed income markets.
Fitch Ratings is dual-headquartered in New York and London, operating offices and joint ventures in more than than 49 locations and covering entities in more than 90 countries, including insurer financial strength ratings on over 2,000 insurance companies. Fitch Ratings is a majority-owned subsidiary of Fimalac, S.A., an international business support services group headquartered in Paris, France.

 

M&T Bank

M&T Bank, the 18th largest bank in the Country, offers a full range of products including banking, corporate trust, investment and asset management services to state and local governments, municipal authorities, school districts and higher education institutions. Our team of professionals, many of whom have actively participated in the Maryland GFOA for over 15 years, will work with you to develop creative and cost-effective financial solutions. We look forward to being a part of your financial team.

Public Financial Management

Every client challenge requires a different response. The PFM approach: create a custom-tailored project team of the PFM experts best equipped for a client’s specific need. Have a project that requires derivative-product expertise, an understanding of the toll-road business and a familiarity with California politics? PFM will pull together just the right team from our unmatched pool of public finance professionals. What if your situation involves lease-backed transactions, airport/airline negotiations and city/county funding models? No problem. PFM has a one-of-a-kind team to handle your one-of-a-kind project.

Sun Trust Bank

Sun Trust Bank is the 7th largest bank in the US with assets totaling almost $150 Billion. The Maryland Region is headquartered in downtown Baltimore. The Public Finance Division managed by Jon Martineau is located in downtown Baltimore too. The Public Finance Division is an industry leader in providing competitive rates for Bank Qualified, Tax-Exempt general obligation or appropriation-based lease financing. In addition, Sun Trust is the local lockbox provider for the State of Maryland and its agencies. The region’s lockbox and operations centers are located in Glen Burnie. The Public Finance Division also offers a competitive array of investment, treasury management and procurement card services. For more information, contact Jon Martineau at 410-986-1665 or e-mail him at jon.martineau@suntrust.com.

Jefferies

Jefferies, a global investment bank and institutional securities firm, has served mid-sized and growing companies and their investors for over 40 years. Headquartered in New York with more than 20 offices around the world, Jefferies provides clients with capital markets and financial advisory services, institutional brokerage, securities research and asset management. Bonds Direct, formerly Bonds Direct Securities LLC, is a division of Jefferies & Company, Inc., and a market maker in investment grade fixed income instruments. The firm is a leading provider of trade execution in equity, high yield, convertible and international securities serving institutional investors and high net-worth individuals. Jefferies & Company, Inc. is the principal operating subsidiary of Jefferies Group, Inc. (NYSE: JEF; www.jefferies.com).