Founded in 1991 to provide paid summer internships for Chicago high school students and to introduce them to the financial services sector, the Chicago Summer Business Institute’s goals have always remained the same: to give participants an incentive to continue their education while preparing them for the business world.

CSBI combines on-the-job experience with classroom education. To achieve a well-rounded curriculum, the work-week is divided into two parts: four days are spent at work sites, where a supervisor guides and provides students with general office work and meaningful projects. One afternoon a week, students participate in specially-created seminars. These seminars are designed to help students combine what they learn in the classroom with on-the-job knowledge.

CSBI offers many benefits to accepted students:

  • Weekly paychecks
  • Transportation Stipend (CTA Ventra Card)
  • Business Etiquette and Professional Development Skills Training
  • Entrepreneurial, Economic, and Financial Literacy Workshops
  • College Readiness Workshops/Test Prep
  • College Campus Visits, and Tours
  • Business Networking Opportunities



Ms. Coolidge recently joined UBS Financial Services Inc. as Managing Director and
Head of the Public Finance Central Region. She began her career in the public finance
industry more than 28 years ago, working her way from an institutional bond salesperson
at a local bank to head of the Capital Markets Public Finance Group for the Chicago
office at PNC in February 2013.Prior to that, Ms. Coolidge worked for PNC Capital Markets Public Finance Group,
She has served as lead banker and underwritten over $30 billion of tax-exempt securities
for such issuers as the State of Illinois, State of Ohio, State of Wisconsin, State of
Indiana, State of Michigan, Cook County, City of Chicago, and City of Milwaukee, to
name a few. Most recently, Ms. Coolidge has served as senior managing underwriter for
two Chicago Public Schools deals in 2014, and two Chicago Water deals, one in 2014
and the other in 2016. Ms. Coolidge also served as senior managing underwriter for a
State of Wisconsin COPs deal in 2016. All of these senior managed transactions marked
the first time that PNC served as senior managing underwriter for each of these clients.
Since 2014, Ms. Coolidge and her team have served as senior managing underwriter on
over $1.6 billion in par.
Ms. Coolidge also served as the lead banker on the ground breaking Chicago Housing
Authority Capital Program Revenue Bonds, Series 2001. This transaction marked the
first time that a local housing authority was able to sell highly rated, tax-exempt bonds,
backed solely by the federal grants that the Authority received from HUD. This
financing set the framework for future financings of this nature and was awarded the
inaugural “Deal of the Year” by The Bond Buyer in December 2002.
Ms. Coolidge also serves on numerous charitable boards in Chicago. She has served on
the board of the Chicago Summer Business Institute since its inception and has served as
Co-Chair for over 6 years. Ms. Coolidge serves as Vice Chairman of the Board of
Illinois Council Against Handgun Violence and was recently named Vice Chair of the
Civic Federation of Chicago where she also serves on the Executive Committee. She
also serves on the Board of Regents of St. Ignatius College Prep and Catholic Charities.
Ms. Coolidge was recently named to the board of Maryville Academy. Ms. Coolidge is
also a member of The Economic Club of Chicago where she serves as on the membership
committee. For the past 8 years, she has served as an instructor for the Municipal Bond
Club of Chicago Bond School. Most recently, Ms. Coolidge served as co-chair of the
Midwest Bond Buyer conference.


Alex was one of the founders of the CSBI in 1991 and has been actively involved with the CSBI Board
since then.
He currently heads the Municipal Securities Group at Hilliard Lyons, a regional securities firm
headquartered in Louisville, Kentucky. Hilliard was founded in 1854  and is one of the nation’s oldest
securities firms.  He previously headed Public Finance in the central region of the country for UBS and
began his municipals career at Merrill Lynch and Salomon Brothers in New York.
Alex’s civic and cultural activities include having been a member of the Board of Trustees of
Northwestern University and Chicago Symphony Orchestra. He served as Co-chair of Illinois’
Economic Recovery Commission and was a member of Illinois’ Budgeting for Results Commission. He
is currently a Board Member of the Louisville Orchestra, advisory board member of Northwestern’s
Bienen School of Music and Board Member of the Vintage Sports Car Drivers Association.
One of the aspects of CSBI he has most enjoyed is the interview process where talented high school
students have their first contact with potential employers.
Alex has undergraduate and MA degrees from Northwestern University and an MBA from Columbia


Cabrera Capital Markets.

Mr. King has 26 years of experience in public finance both on the investment banking side and
as an issuer. Mr. King has participated in the structuring and sale of many types of bonds
including general obligation, housing, sales tax, water, wastewater, airports, TIF, K-12 school
bonds, motor fuel tax and others.
Mr. King received his BA from Knox College and his MM from the Kellogg School of
Management, Northwestern University. Mr. King’s professional securities licenses include:
Series 52 – Municipal Securities Representative, Series 53 – Municipal Securities Principal,
Series 63 – Uniform Securities State Law Registered Agent, and Series 50 – Municipal Advisor
Mr. King has been involved with the Chicago Summer Business Institute for over 20 years and
currently serves as the Treasurer on the Board of Directors.
Mr. King currently serves as the president of the board of trustees for Beacon Academy, one of
the nation’s only Montessori-style secondary education school located in Evanston. Mr. King, a
passionate advocate for infrastructure, is working to create the nation’s first museum of


JD, cum laude, University of Michigan, School of Law

BA, State University of New York

David Narefsky has more than 35 years experience advising state and local governments, financial institutions, and infrastructure developers. David’s major government issuer clients include State of Illinois, City of Chicago, Chicago Board of Education, Illinois State Toll Highway Authority, and Chicago Transit Authority (who he represented in establishing the first-of-its-kind “transit TIF value capture” to finance the local share of the $2 billion Authority’s Red Purple Line Modernization Project).

David has advised on numerous award-winning infrastructure transactions including long-term lease of the Chicago Skyway and Indiana Toll Road; long-term lease of the Luis Munoz Marin Airport in San Juan (the first successful transaction for a major US airport under the FAA’s Airport Pilot Privatization Program); and Denver FasTracks Eagle Project, an innovative transit public-private partnership to develop expanded mass transit service (for which he was named in American Lawyer magazine’s “Dealmakers of the Year 2011”). David testified at a hearing of the United States Senate Finance Committee on innovative approaches to financing surface transportation infrastructure and is a recognized thought leader on US infrastructure policy. Prior to joining Mayer Brown, David was Deputy Corporation Counsel for the City of Chicago.


BA, State University of New York

Latrice Baptiste has acted as bond counsel, underwriter’s counsel, borrower’s counsel, disclosure counsel, and issuer’s counsel in connection with variable rate and fixed rate general obligation, refunding, and revenue publicly offered and privately placed public activity and municipal bond issues. In addition, Latrice has advised clients regarding post-issuance compliance with both tax-related statutes and regulations and bond document financial covenants. Latrice’s recent work includes a $988 million revenue bond issue for the benefit of a multi-state system of hospitals and clinics as disclosure counsel and borrower’s counsel, a $95 million revenue bond issue for the benefit of a multi-site senior living organization as bond counsel, and two revenue bond issues for the benefit of a health system as underwriter’s counsel in the amounts of $124 million and $110 million.

Chair, Gene Saffold Memorial Scholarship

BA, Northwestern University

MBA, Washington University

Clarence Bourne joined Loop Capital Markets eight years ago in February 2009 from JP Morgan. He has over 28 years of experience in municipal finance including banking, trading and underwriting. Mr. Bourne spent the first half of his career in municipal sales and trading: three years trading pre-refunded bonds; four years trading notes, short-term bonds, and setting rates on variable-rate issues; three years trading intermediate bonds and futures contracts; and two years as Head of Competitive Municipal Underwriting. Mr. Bourne was awarded the Consortium for Graduate Study in Management Fellowship for Washington University. Mr. Bourne holds Series 7, 52, 53 and 63 licenses.


BA, University of Florida

MBA, DePaul University

After attending the 2010 Sponsorship Breakfast hosted by Northern Trust, James F. Carter r began volunteering with CSBI by attending the annual intake interview sessions. In 2013, he began assisting with the annual Job Readiness Workshop, and has led it since 2014. He joined the Board of Directors in 2016 and has focused his attention on optimizing the summer experience for the interns and their supervisors. A native of Chicago’s south suburbs, Mr. Carter began his career at J.P. Morgan Securities in New York, eventually moved to Houston to work for Cabrera Capital Markets, and found his way back to Chicago in 2008 to attend graduate school. Since then, he has worked for Jackson Securities and the Williams Capital Group, and started at Melvin & Company in 2016. As Head of Investment Banking, he develops and manages relationships with municipalities and corporations in order to secure bond underwriting engagements, and implements the investment banking unit’s growth strategy. Mr. Carter and his wife live in Streeterville.


BS, Pennsylvania State University

JD, University of Illinois

Nancy Clawson previously managed UBS Securities’ airport finance practice. Nancy served as Deputy Corporation Counsel of the City of Chicago, representing the City on aviation and finance matters, and as Chief Financial Officer of the Department of Aviation which oversees both O’Hare and Midway Airports. Prior to joining the City of Chicago, she was a partner at Chapman and Cutler, practicing corporate and municipal finance law.


BS, Finance & Economics, cum laude, University of Florida

Samantha joined Citi in 2014 to serve as Co-Head of the Midwest Region. She has 17 years of experience, and has senior managed over $20 billion in bond financings in the areas of healthcare, higher education, general infrastructure, transportation, and water and sewer. Her clients include the States of Illinois, Wisconsin, Kansas, Iowa, Indiana and Minnesota, City of Chicago, Chicago Public Schools, Metropolitan Pier & Exposition Authority and Cook County, among others. Samantha has served on the Boards of the Ann & Robert H. Lurie Children’s Hospital of Chicago Foundation, Chicago Summer Business Institute, and Women in Public Finance.


Honors BA, Economics, Hampton University

MA, Public Policy, Harvard University

Mr. Hall shares responsibility for business development, client service, and consultant relations at GCM Grosvenor. Prior to joining Grosvenor, he spent 14 years with Citigroup in New York and Chicago where he held various senior positions in the Institutional Clients Group including specializing in derivative structuring and origination. He began his career at the Chicago Office of Budget and Management in 1996. Mr. Hall serves as a Vice-Chair of the Board of Directors of the Chicago Community Loan Fund and as a member of the Board of Directors of the National Association of Securities Professionals (NASP).

M.B.A., Yale University School of Management,

A leader in public finance in the Midwest, Ms. Hamilton draws from her 25 years’ experience in finance to lead Sycamore Advisors. After receiving her M.B.A. from the Yale University School of Management, Ms. Hamilton began her career by completing the rigorous training program (celebrated in Michael Lewis’ Liar’s Poker) at Salomon Brothers, Inc. She went on to run a Broker/Dealer subsidiary for a Midwestern regional bank, establishing their municipal underwriting practice. From 1997 to 2003, Ms. Hamilton served as the Director of Public Finance for the State of Indiana, overseeing the issuance of more than $1.9 billion in debt financing for major capital projects. Ms. Hamilton also supervised Indiana’s two largest public pension funds, with assets totaling more than $15 billion, shepherding their transition from a 100% fixed income portfolio to a balanced global asset allocation mix. During Ms. Hamilton’s tenure as Director of Public Finance, she guided the State of Indiana through two successive upgrades to its credit ratings, being named for her efforts as a “Sagamore of the Wabash” by Governor Frank O’Bannon, Indiana’s highest award for public service. Ms. Hamilton is a Life Trustee for the Indiana chapter of The Nature Conservancy. She was a founding member of the Indiana chapter of Women in Public Finance and also served on the board of the national organization. Governor Daniels appointed her to the Indiana Secondary Market Education Loan board, the entity which manages the state’s student loan portfolio, where she serves as vice-chair and head of the audit committee. Indianapolis Mayor Greg Ballard appointed her to the Metropolitan Development Commission, where she served for 7 years.


Jill Jaworski joined PFM in 2010 and manages the Chicago municipal financial advisory practice. Prior to joining PFM, she was a public finance investment banker and financial advisor with Jefferies and the former First Albany Capital. In addition to leading the firm’s coverage of Chicago area clients, she is a national transit and transportation specialist, serving transit clients from Texas to the East Coast. Her transportation experience covers a broad area of clients in surface transportation, transit and airports, working both with tax-backed and revenue based credits. In addition to traditional municipal public bond sales, she specializes in assisting clients develop long term capital planning models and financial plans in support of federal FTA grants and DOT TIFIA Loans.


BS, Business Administration Carroll College

MBA, DePaul University

Christine Linde has 30years of banking experience. She began her Corporate Trust career with five years of management in Corporate Trust Operations. She has administrative experience in a diversity of account types including health care and educational financings, asset-backed securities, CMO’s, industrial revenue bonds, first mortgage bonds, and variable rate demand bonds. Christine worked at Bank of America Illinois (formerly Continental Bank) and moved to First Trust of Illinois when the corporate trust business was sold. She joined Amalgamated Bank in October 1996. After seven years of administration at Amalgamated, she spent time as a team leader at LaSalle Bank’s Corporate Trust Department. She returned to Amalgamated Bank of Chicago in August 2004 as the Manager of the Department. Christine is also a past director and Treasurer of the Women in Public Finance Board. Christine completed Cannon Financial Institute’s Corporate Trust I, II, and III and is a Certified Corporate Trust Specialist.


BBS & BA, Finance Specialty, Creighton University

MBA Loyola University of Chicago

John Mattern joined the bank in February of 1994 as a Relationship Manager. As part of the Institutional Market within BMO, John focuses his relationship management efforts solely on units of government. He currently leads a team of seven bankers dedicated to calling on units of governments. John has led and participated in bank groups providing liquidity and credit enhancements for bonds issued for the following clients: the City of Chicago, Cook County, Chicago Public Schools,Minneapolis Airports Commission, Michigan Public Power Agency, City of Saint Paul, State of Wisconsin, City of New York, NY MTA and various cities, towns, villages and school districts throughout the Bank’s geographic footprint. Additionally, John has numerous clients utilizing a variety of treasury management products and investment services. Prior to joining BMO Harris, John spent two years at the Illinois Development Finance Authority where he worked closely with various units of local government, structuring bond, loan and lease transactions. Prior to that, he worked for the Illinois Department of Commerce and Community Affairs in the Small Business Lending Division.


Head, North America Institutional Central & Canada

JPMorgan Asset Management Institutional

Hon. Stephanie D. Neely is the Asset Management – Head of Central US and Canada Region, North America Institutional of JPMorgan Chase. Stephanie has spent 3 decades in the financial services arena. Most recently, she was a vice president and assistant treasurer of the Allstate Insurance Company, where she was responsible for the strategic direction and management of liquidity, capital, ratings, corporate finance and corporate structure issues. In addition, she was the chair of Allstate’s pension investment committees and a member of the 401 (k) investment committee. Prior to Allstate, Stephanie was appointed to serve as treasurer of the City of Chicago in December 2006, elected in February 2007 and re-elected to a second term in February 2011. As the treasurer of Chicago, she raised reporting efficiencies and reinvented the Office with innovative programs and community outreach, including Small Business Development Loans and financial literacy programs reaching more than 240,000 Chicago Public School students. Stephanie also managed the city’s $7 billion financial portfolio and consistently beat the 90-day Treasury bill benchmark while conducting 60% of trades with minority, women and disabled veteran broker dealers. She was also a trustee on all five city pension plans. Stephanie began her career as a financial analyst with Smith Barney in municipal finance and subsequently held municipal finance management positions at different firms in New York and Chicago, including First Chicago/Bank One. She was also a vice president of institutional sales at Northern Trust Global Investments. Stephanie earned an BA in economics from Smith College, where she currently serves as the treasurer of the alumna board and a member of the endowment committee, and an MBA in finance from the University of Chicago Booth School of Business.


B.A., University of Iowa

Attended New York Institute of Finance

Michele O’Brien is a Senior Director in Fitch Ratings Chicago Office. As a
member of the Global Investor Development Team she is responsible for
developing and maintaining relationships with US institutional investors, dealer
desks and issuers active in the municipal bond market, as well as Pubic Funds
actively investing across all asset classes.
Michele moved to Chicago in 1995 to help open Fitch’s Midwest office and
was responsible for business development in the region, subsequently taking on
broader relationship management roles and contributed to the growth of
ratings business by establishing market acceptance with investors, underwriters,
issuers and 3 rd party platforms.
Prior to joining Fitch Michele worked as a portfolio administrator at East View
Company, a venture capital firm, and for the graphic design firm of Chermayeff
& Geismar in the museum and non-profit business development group.

BA, University of Central Florida

MBA, International Business and Finance from Rollins College,

In February 2018, Ramón Armando Ortega joined SCS as Managing Director in the firm’s Chicago office. Mr. Ortega is responsible for ensuring the allocation of firm resources and leading the firm’s strategic efforts in the Midwest. With 15 years of Municipal Finance Investment Banking experience, Mr. Ortega focuses primarily in assisting States, Local Governments and a variety of government agencies with their capital and operating needs. Over his career, Mr. Ortega has helped execute over $7.5 billion in par of senior managed financings for municipal issuers. Prior to joining SCS, Mr. Ortega held positions in the Municipal Finance Departments at RBC Capital Markets, UBS Investment Bank, BMO Capital Markets and Ramirez & Co. Mr. Ortega is a Registered Securities Representative holding the following FINRA securities licenses; Series 50, 53, 63 and 7. Mr. Ortega currently serves as a Board Member of the Chicago Summer Business Institute and has previously served as a Member on the Mayor of Chicago’s Office of Budget and Management Community Development Advisory Council as well as Member & Chairman of the Finance Committee for St. Augustine College. Mr. Ortega was profiled in the July/August 2014 edition of Latino Leaders Magazine as one of Chicago’s Club Leaders of the Future. Mr. Ortega holds a BA degree from the University of Central Florida and has a MBA in International Business and Finance from Rollins College, in Winter Park, Florida. During his tenure in school he was a member of the NSHMBA (National Society for Hispanic MBAs) and HASA (Hispanic American Student Association).

BA, French and Italian, University of Maryland

MA, French and Library Science, University of Wisconsin-Madison

MBA, DePaul University

Sarah M. Pritchard has been the Dean of Libraries and the Charles Deering McCormick University Librarian at Northwestern University since 2006. She administers the Main Library, Deering Library, Seeley G. Mudd Library, the Schaffner Library (Chicago), and the Oak Grove Library Center (Waukegan). Pritchard also has oversight of the Northwestern University Press and manages shared services with the law, medical, and NU-Qatar libraries. Previously she was University Librarian at the University of California, Santa Barbara; Director of Libraries at Smith College; associate executive director at the Association of Research Libraries; and a specialist in reference and collection development at the Library of Congress. She is widely published in the professional literature, and active on boards and committees of numerous external associations and consortia. She represents Northwestern’s libraries in the Big Ten Academic Alliance, the Chicago Collections Consortium, the Association of Research Libraries, and others. She has lectured and consulted internationally on library management, assessment, women’s studies, digital systems, collection development, and other professional issues.

Senior Vice President

B.S. degree from Western Illinois University

Jaclene L. Robinson-Ivy is a Vice President at The Northern Trust Company, Chicago. She is a Public Affairs Officer in the Corporate Compliance/Special Programs Group. Previously, she was a Relationship Manager in the Correspondent Trust Services Division of the Institutional Financial Services Group. Correspondent Trust provides trust and custody services to bank trust departments, independent trust companies and investment managers. Jacki joined Northern Trust in 1988 and served in various capacities in Securities Operations before being named an Officer in June 1995, a Second Vice President in July 1999 and a Vice President in June 2003. Jacki was a member of the 2001-02 Northern Trust United Way Leadership Team and Co-chair of the 2002-03 Northern Trust United Way Leadership Team. She is a member of the Advisory Council of the Northern Trust UNCF Walkathon, a member of the Quality Service Medallion Nomination Committee for C&IS. Jacki was a recipient of the 2002 Chairman’s Diversity Award. She serves as Chair of the Public Affairs Council of the Financial Services Roundtable. She is a member of the Chicago United Leaders Circle and the Chicago Children’s Advocacy Center, Government Relations Board. Jacki also serves as Illinois Bankers Association Government Relations Committee member, NASP (National Association of Securities Professionals) Chicago Chapter, President, Women Employed, Former Board Member, Chicago United Leaders Circle Member, City Club of Chicago, Board of Governors.


BS, Accounting, DePaul University

Phoebe Selden is nationally recognized as a government finance, transportation and privatization (P3) expert, with over 27 years of public sector experience. She has focused her career on developing innovative plans of finance and rating agency strategies for large urban and complex infrastructure clients and has completed over $16 billion of bond financings. She has worked on over 20 P3 projects. Ms. Selden’s transportation clients span all sectors: airports, highways, parking, ports, rail, rental car facilities, toll roads and transit. Other industry focus areas include water / wastewater and economic development projects. Services include traditional financial advisor, P3 and budget / financial strategy development work. Ms. Selden began her career at Ernst & Whinney, serving public sector clients and commercial and M&A assignments for seven years. She served the City of Chicago for 13 years, ultimately as City Comptroller, and launched and led the Chicago office of Moody’s Investors Service, before joining another independent financial advisory firm. Ms. Selden passed the CPA exam in 1983. Ms. Selden is an Advisor to the Government Finance Officers Association Debt Committee, a member of the Finance Committee Steering Group for Airports Council International and a prior member of the Metropolitan Planning Council.


High Honors BA, Economics, University of Notre Dame

JD, Loyal University

High Honors MBA, Finance, University of Chicago

PCourtney Shea joined Columbia Capital in 2013 after more than 30 years of working with governmental issuers to foster creative financing solutions. Ms. Shea was an investment banker with several Wall Street firms, which included running the national public finance department of an international major money center bank for five years. Her experience includes work with the States of Illinois, Indiana, Iowa, Michigan, Ohio, and Wisconsin; the Illinois Finance Authority; the Illinois Toll Highway Authority; the Illinois Sports Authority; the Illinois Housing Development Authority; Cook County; DuPage County; the Metropolitan Pier and Exposition Authority; and the City of Chicago and its sister agencies. Additionally, Ms. Shea served as an advisor to the Illinois Department of Transportation on its Public-Private Partnership initiatives. Ms. Shea has been the lead advisor for the following clients: Metropolitan Water Reclamation District, Cook County, Illinois, State of Illinois, Metropolitan Pier and Exposition Authority, Illinois Finance Authority (ongoing FA); Chicago Public Schools; Regional Transportation Authority, Chicago Transit Authority and the City of Chicago. She has also served as team lead for the Illinois Department of Transportation in its Public Private Partnership initiatives. She is admitted to practice law in Illinois and has her Series 50 and 65 licenses. Additionally, Ms. Shea is a founding member of Women in Public Finance and a member of National Association of Bond Lawyers. Ms. Shea is also on the board for the Center for Public Policy at the University of Chicago Harris School. She is also involved in the Joffrey Ballet and Chicago.


J.D., DePaul University College of Law, Chicago, Illinois

 B.A., University of Illinois

Latasha R. Thomas is Senior Counsel in Clark Hill’s Government and Public Affairs Practice Group based in the Chicago office. Latasha has nearly two decades of hands-on experience with City of Chicago, Cook County and State of Illinois government matters. She focuses her practice on solving her clients’ issues with federal, state and local governments; municipal finance; economic and urban development; real estate; mergers and acquisitions; and business transactions, including private equity investing. Latasha is widely respected by legislators throughout Chicago, Cook County and Illinois. Prior to June 2015, Latasha was a four-term Alderman on the Chicago City Council. During her tenure, Latasha served as Chairman of the Education Committee, where she spearheaded vital education issues affecting the Chicago Public Schools and City Colleges of Chicago. Throughout her tenure on the City Council, she continued to practice law. She initiated, planned and executed residential and commercial development throughout the city. She lobbied on behalf of all Chicagoans before the Governor of Illinois and his cabinet, members of the Illinois General Assembly, Congress, and federal agencies. Latasha established her own firm in 1994 after clerking for Cook County Circuit Court Judge Odas Nicholson in the Law Division, Motion Practice. Latasha also has experience in the Chicago Corporation Counsel’s Labor and Personnel Litigation office. Prior to joining Clark Hill, she was Of Counsel with Reyes Kurson. Latasha is the Immediate Past President of the Board of Directors for Coordinated Advice and Referral Programs for Legal Services (CARPLS), an organization providing legal aid services to low income residents in Cook County. She also served on the inaugural Advisory Board of the Chicago Infrastructure Trust, a public-private partnership investment fund created to provide alternative financing for transformative infrastructure projects in the Chicagoland area. In 2014, Latasha was quoted extensively in an article in The Bond Buyer, “Chicago May Require Bond Teams to Catalog Race and Gender,” by Yvette Shields.


BA, Michigan State University

Todd Waldrop is responsible for leading the Public Finance group, which provides custom finance solutions and debt offerings for municipalities and related entities across the country. Todd has over 17 years of investment banking experience assisting nonprofit organizations and governments on all aspects of financial planning, debt management and transaction structuring. Before joining Mesirow Financial in 2000, Todd worked for the Federal Home Loan Bank of Chicago, where he was responsible for economic research and various financial reporting. He holds FINRA Series 7, 50, 53 and 63 licenses.


BA, Economics, Valparaiso University

MPA, The Ohio State University

Liberty Ziegahn’s 10 years of experience includes tenure at William Blair and Morgan Stanley, where she focused on clients in the Midwest region and large and frequent issuers. Before beginning her banking career Ms. Ziegahn was an Analyst with the State of Ohio Office of Budget and Management. Ms. Ziegahn grew up in Anchorage Alaska before moving to the Midwest for college. Her academic credentials include an undergraduate degree in Economics from Valparaiso University where she was also a member of the Division I Soccer Program and an M.P.A. from The Ohio State University John Glenn School of Public Affairs. Ms. Ziegahn holds Series 7, 63 and 79 licenses. Ms. Ziegahn serves on the Boards of the Chicago Summer Business Institute, Valparaiso University Alumni Association, and the Chicago Chapter of Women in Public Finance.