Vincent McCarley, CEO
Vincent McCarley has served as a senior manager and financial advisor for numerous governmental organizations throughout the United States. Mr. McCarleys senior engagements have included state agency issuers, major cities, and a wide range of local issuers. Recent financing engagements have included transportation, redevelopment, infrastructure, utilities, airports, education, seaports, and water/sewer. His experience includes capital fund planning, analysis of project financings and related bond pricing, escrow structures, yield analysis and transferred proceeds.
Mr. McCarleys recent underwriting experience includes San Diego County, San Diego Redevelopment Agency, San Diego County Regional Airports Authority, California Infrastructure and Economic Development Bank, State of California, and the SF Bay Area Rapid Transit District. Other local clients include the City of Los Angeles, Municipal Improvement Corporation of the City of Los Angeles (MICLA), Los Angeles Unified School District, and the Los Angeles Community College District. Mr. McCarley serves as financial advisor to the San Francisco International Airport in its capital funding, debt refunding, credit enhancement, commercial paper, and swap efforts.
Mr. McCarley is a Municipal and GeneralSecurities Principal, with Series 24, 7, 53, and 63 registrations. Mr. McCarley holds a MBA from Pepperdine University, a MA from Ball State University, and a BA from Indiana University.
Don Backstrom, Managing Director & Principal
Prior to the establishment of BMcB, Don Backstrom served for thirteen years in California State Government. For over six of those years, Mr. Backstrom served as a California Deputy State Treasurer, where his duties included serving as the Executive Director of the California Industrial Development Financing Advisory Commission, the California Educational Facilities Authority, and the California School Finance Authority. Mr. Backstroms public finance experience includes work for two major Wall Street firms.
In his career, Mr. Backstrom has served as Senior Manager of over $8 billion of various types of financings. Mr. Backstroms recent underwriting clients include the CA State Treasurers Office, City of Inglewood, Los Angeles County, San Diego County, Los Angeles Community College District, Los Angeles Community Redevelopment Agency, Port of Oakland, City of Richmond, Riverside County Public Financing Authority, San Diego Co. Regional Airport Authority, San Diego Redevelopment Agency, San Francisco Redevelopment Agency, Santa Clara Valley Water District, SF Bay Area Rapid Transit District, and University of California. Mr. Backstrom serves as financial advisor to the Los Angeles Community Redevelopment Agency, Compton Community College District, Inglewood Unified School District, and Tuskegee University.
Mr. Backstrom attended the American Institute of Banking, California State University at Dominguez Hills and holds a Series 52 Securities License. Mr. Backstrom is a resident of San Pedro, CA.
Leonard R. Berry, Managing Director & Principal
Leonard Berry has over 20 years of combined professional experience in the investment banking and brokerage industry. He has served as a project leader in various investment banking capacities. Mr. Berrys activities included account development, structuring and marketing of bond issues, securities and investment sales, public/private advisory and financing initiatives, and general banking.
Underwriting experience includes San Francisco Redevelopment Agency, San Diego County, San Diego Redevelopment Agency, San Diego County Regional Airports Authority, California Infrastructure and Economic Development Bank, Centre City Development Corp., SF Bay Area Rapid Transit District, Alameda Redevelopment Agency, City of Chicago. Other clients include the City of Los Angeles, Municipal Improvement Corporation of the City of Los Angeles (MICLA), Los Angeles Unified School District, and the Los Angeles Community College District, City of Oakland Joint Powers Financing Authority, Atlanta Redevelopment Authority and , Indianapolis Local Public Improvement Board. In addition, he provides PPP advisory services to the Port of Oakland, Port of San Francisco, and the San Francisco PUC. Mr. Berry also serves as financial advisor to Tuskegee University.
Mr. Berry holds a Master of Communications and a Bachelor of Arts degree with a major in Social Communications and General Studies from the University of Washington. Mr. Berry is a Municipal Securities Principal and General Securities Principal, with Series 7, 24, 52, 53, and 63 registrations.
Martin Wiesheier, Senior Vice President
Martin Wiesheier has over 35 years of institutional municipal bond sales experience. He is well regarded among bond professionals as one of the industrys most effective and productive institutional bond sales professionals. With his wealth of industry knowledge, he has recently transferred to the banking side of the business. In an era where many public finance bankers originate from the political side of the industry, Mr. Wiesheier offers a very technical perspective on the structuring and marketing of bonds based on his 3+ decades working on the sales desk. Prior to joining BMcB he worked at Siebert, Brandford & Shank and E.F. Hutton where he was recognized as one of the top bond salesmen of that firm. Mr. Wiesheier holds a Bachelor of Arts degree in Economics from University of Kentucky. He holds Series 7 and 63 licenses.
Ron Browning-Smith, Senior Vice President
Mr. Browning-Smith has over 20 years of experience in the investment industry. In 1991, after seven years as a retail and institutional broker, Mr. Browning-Smith became involved in public finance at Stifel, Nicolaus and Company. While at Stifel, he participated in bond issues totaling over $2 Billion. He served as Senior Manager on behalf of the City of St. Louis, the Missouri Development Finance Board's statewide Municipal TRANS program and the pooled school districts TRANS program for the Missouri Health and Educational Facilities Authority (MOHEFA).
Additionally, Mr. Browning-Smith also served as Co-Senior Manager and Co- Manager on various Lambert-St. Louis Airport Bond issues. Other transportation related issues include Senior Manager for City of St. Louis-owned public parking garages, as well as co- manager for bond issues for MetroLink (formerly Bi-State Development Agency), which provides public transportation for St. Louis and several counties in Southern Illinois. Mr. Browning-Smith has also served as co-manager on issues for Indianapolis Airport, University of Missouri, Indiana State University, Kansas City, Mo, Missouri Industrial Development Authority and St. Louis Public Schools. His varied underwriting experience also includes hotel and arena bond financings.
Mr. Browning-Smith is a Series 7 and Series 63 registered representative. He is a U.S. Marine Corps veteran. Mr. Browning-Smith attended St. Louis University, where he majored in Marketing and Mass Communications.
Jesse Ortega, Senior Vice President
Jesse Ortega directs all of the firms credit review activities related to its public and private sector issuers. Prior to joining BMcB Mr. Ortega served as an Associate Director for Fitch Ratings, Inc. in both San Francisco and New York where he specialized in providing analytical services to transportation infrastructure and enterprise clients. .While at Fitch he served as the lead credit analyst for over 30 transportation credits nationally. Mr. Ortega background includes serving as the Senior Legislative Analyst for Legislative Advocacy Group, Inc. that is based in Los Angeles and Sacramento, CA.
Mr. Ortegas affiliations include: the National Federation of Municipal Analyst (NFMA), Airport Council International-North America (ACI-NA), American Association of Port Authorities (AAPA) and the Association of Latino Professionals in Finance and Accounting (ALPFA).
Mr. Ortega holds a Master's of Arts in Public Administration (M.P.A.) from the University of Southern California, School of Policy, Planning and Development and a Bachelors of Arts in Spanish Literature from the University of California, Davis with a Minor in Economics. He holds Series 52 and 63 licenses.
Peter Wong, Senior Vice President
Mr. Wong began his public finance career as a staff member to the New York State Financial Control Board during the New York Citys fiscal emergency. He has also worked as a credit analyst and insurance underwriter for several bond insurers. Mr. Wong brings to public issuers considerable experience in structuring complex lease transactions, and developing financial plans for large infrastructure programs of major cities. Mr. Wong has structured municipal leases originating from 23 different states. Since 2000, he has successfully financed numerous infrastructure projects that include surface transportation (over $8 billion), mass transit (over $2 billion), airport (over $5 billion), water and wastewater (over $3.6 billion), and energy (over $11 billion—from federal energy performance contracts to generation assets).
Mr. Wong is a graduate of Columbia University with an MBA in finance and accounting, and the University of California at Santa Cruz with a BA in Environmental Planning. He is a Chartered Financial Analyst. FINRA registrations held are the Series 7 and 63.
- Eric Green, Vice President
Mr. Green joined BMcB as a Vice President in January of 2007 in the firm's Indianapolis office. He will be spearheading the firms investment banking efforts in Indiana and the Midwest. He has served as a financial advisor with American Portfolios, Wachovia Securities, and Prudential Securities, providing securities in bonds, mutual funds, stocks, trusts, and annuities, as well as financial planning. Previously he served as an investment executive with Fifth Third Securities and began his financial services career with Indiana National Bank. He has served as co-manager on issues for Indianapolis Local Public Improvement Bond Bank (Sanitary District), Indiana State University and Ivy Tech Community College of Indiana.
Eric is a Series 7, 63 and 65 securities representative and completed his BA in Business Administration at the University of Kentucky.
Pharris Langston, Vice President
Ms. Langston leads the firms short-term trading and variable rate remarketing efforts. She has served school districts, states, cities, counties and transportation issuers on financings in California and other states. She brings extensive organizational skills and experience with executing a variety of transactions providing transaction support, document review, rating agency and execution support, preparation of marketing materials, presentations, proposals and operational activities.
Ms. Langston graduated from the University of San Francisco with a Bachelor of Science in Business Administration degree in Finance and is a member of Women in Public Finance. Ms. Langston holds FINRA licenses 52, 99 and 63.
- Levi H. Davis, Senior Vice President
For over 30 years, Mr. Davis has been active in the North Texas community as a municipal official as well as a business leader, and educator. Mr. Davis has held executive positions in the financial services industry at various investment banking firms. Some of his long time clients include: Dallas/Fort Worth Airport (D/FW), Dallas Area Rapid Transit (DART), City of Dallas, City of Houston, City of Fort Worth, North Texas Tollway Authority (NTTA), Baylor University Hospital, and the University of Texas System. While serving as the Assistant City Manager for the City of Dallas, Mr. Davis was involved in various projects associated with the expansion of the Dallas Water Utilities System, the expansion of Dallas Convention Center and the opening of the City’s Sport Arena. As investment banker since 1998, Mr. Davis has completed $2.253 billion in DFW financing, including two as the lead senior banker ($575 million) and three as co-senior manager ($717 million). In toll road financing, Mr. Davis served as lead banker on 5 book-running transactions totaling $969 million, and another 15 toll road transactions totaling $6 billion as either co-manager or co-financial advisor. Additionally, Mr. Davis was Senior Manager on the $1 billion Dallas Area Rapid Transit (DART) financing, and Co-lead banker on the $400 million Dallas Omni Hotel Financing. Mr. Davis also started one of the first minority financial advisory firms in the State of Texas, (the Hamilton Financial Group, LLC), and completed one of the first long range financial plans for the City of Houston and the City of Forest Hills in Tarrant County.
Mr. Davis completed his undergraduate degree at Texas Christian University and received his Master Degree in Urban Affairs from the University of Texas at Arlington. He holds FINRA Series 52, 53 and 63 licenses.
Miss Shepherd holds a Masters of Public Administration specializing in Metropolitan Planning and Urban Affairs from DePaul University and a B.S. degree from Tennessee State University in Political Science and Philosophy. She holds Series 52 and 63 licenses.
- Alice Livingston, Vice President
Ms. Livingston provides trading and transaction support to the bond sales desk. Ms. Livingston has over 9 years of professional experience in municipal bond sales and the brokerage industry. She recently transferred back into bond sales from TWP Private Wealth Management, a division of Stifel Nicoulas, where she worked as a financial advisor. Before TWP she spent 4 years working on the municipal bond trading desk at Kinsell, Newcomb and De Dios where she traded and underwrote California Municipal Bonds.
Alice graduated from California State University, Long Beach with a degree in Interpersonal Organizational Communication. She currently holds her Series 7 and 63 licenses.