David Moffett, Managing Director, joined Oppenheimer in 2024 to lead the Firm’s banking efforts in the Southeast. Mr. Moffett is a seasoned public finance, utility and project finance banker with over 20 years of experience in Public Finance banking and deep relationships throughout the Southeast Region and Public Utility sector. Mr. Moffett has expertise in traditional general municipal finance, public utility clients and project finance. Before joining Oppenheimer, Mr. Moffett was an Executive Director in the Southeast, Public Utility and Project Finance Practices at UBS. Recent key transactions include Clay County (FL), Seminole County (FL), Lee County (FL), City of Tamarac (FL), the Louisiana Superdome Renovation Financing, the Metropolitan Nashville and Davidson County Financings, and the State of Louisiana Highway Financing. He previously held positions at Jefferies, Bank of America Merrill Lynch, and A.G. Edwards. Mr. Moffett holds his MBA with an emphasis on Quantitative Business Solutions from Louisiana State University and a B.S. in Statistical Mathematics from Tulane University. Mr. Moffett is also a CFA charter holder, CFA Institute.

Jennifer assists nonprofit 501(c)(3) organizations, governmental entities, bank lenders, and underwriters in all facets of municipal finance. She represents a diverse range of clients, including colleges and universities, health care organizations, independent and charter schools, housing finance agencies, various governmental and quasi-governmental entities, as well as bank lenders and underwriters. Jennifer has broad-based experience with public finance transactions, including general obligation and revenue bonds, qualified 501(c)(3) bonds, housing bonds, exempt facility bonds, and industrial development bonds. She has a comprehensive understanding of both fixed and variable-rate multimodal debt, public offerings, private placements, and derivative products. Jennifer also has significant public finance tax law experience, particularly with respect to 501(c)(3) institutions, and she regularly counsels clients on a variety of federal tax law matters relating to municipal finance, including private use arrangements, remediation, and IRS audit and VCAP matters. Jennifer brings meticulous attention to detail and an ability to simplify complex financial transactions, making the process smoother and more understandable. She is committed to maintaining compliance with federal tax laws and utilizes a proactive approach to addressing potential issues before they arise.

Mr. McNulty joined RIHousing as the Manager of Treasury and Capital Planning in April of 2017, with a primary focus on issuance and structure of housing bonds. Prior to joining RIHousing, Mr. McNulty worked for Bank of America, N.A. and its predecessor FleetBoston Financial, in the Treasury group, where he was responsible for the management of the fixed income portfolio with an emphasis on mortgage backed securities (MBS). Mr. McNulty received a Bachelor of Arts in Economics from the University of Massachusetts at Amherst.

Since founding Sperry in 1995, James has advised municipal and private sector clients on infrastructure projects in California and across the U.S. James has over 30 years of experience providing infrastructure advisory services on projects from conceptualization stages to financial close. James exemplifies Sperry’s dedication to maintaining long-term client relationships and has served as the financial advisor to Orange County Transportation Authority since Sperry’s inception. He recently advised OCTA on a $628.93 million TIFIA rate reset loan for the $2.09 billion I-405 Improvement Project in 2021. James also has extensive experience with public-private partnership advisory. He served as the advisor to Caltrans on the Presidio Parkway P3 Project, a 30-year DBFOM P3 concession that closed in 2013. His areas of expertise and focus include municipal advisory, infrastructure advisory, public-private partnership advisory, project finance, managed lanes and express lanes structures and credits, feasibility studies, financial projections, debt and equity raising, and structuring and negotiating complex financial transactions.

John Malpiede is a Managing Director at Loop Capital Markets and is responsible for LCM’s Northeast Region and Higher Education Groups. John has over thirty years of public finance experience, serving the strategic and capital needs of state governments, public infrastructure authorities and higher education institutions around the country. Prior to joining LCM, John spent 28 years at Citigroup Global Markets, Inc., most recently serving as the Municipal Securities Division’s Northeast Regional Manager and Head of Higher Education. John has a B.S. in Business Administration and Finance from Providence College.

Marshall Macomber is Chief of the Office of Innovative Finance and Delivery at the Maryland Department of Transportation. In this role, he leads the development and procurement of complex, major projects across the Department’s six modal administrations, including public-private partnerships. Under his leadership the Office is guided by six goals: to think innovatively and act quickly; to act collaboratively and in a spirit of partnership; to leverage all possible sources of finance, public and private; to get project risk right; and to achieve the best possible value for Maryland taxpayers, in the most transparent way possible. Macomber has worked in senior roles in both government and the private sector. Prior to MDOT, Macomber was the founder and president of ThinkP3, a DC-based infrastructure consulting practice. Prior to that, he served on Capitol Hill as a longtime Chief of Staff to a senior Member of Congress. He also worked for the public affairs network C-SPAN. Macomber is a frequent public speaker and thought leader in the infrastructure industry. He earned his MBA from Georgetown University, and an undergraduate degree in Journalism from the University of Georgia.

Colin has more than 15 years of experience in the municipal bond market. Prior to BondLink, Colin managed the Commonwealth of Massachusetts’ borrowing needs from 2008 to 2015, issuing close to $25 billion in bonds and notes. His work was distinguished for its innovation, lauded by groups such as the NFMA and SIFMA, and he earned two national deal of the year awards from The Bond Buyer. A big focus of his time was on boosting the state’s transparency to investors. Colin studied public finance at Harvard’s Kennedy School of Government.

Ernesto A. Lanza is Chief Regulatory and Policy Officer of the Municipal Securities Rulemaking Board (MSRB). He leads the Market Regulation Department, which is responsible for MSRB rulemaking activities, professional qualifications program, and regulatory coordination and enforcement support to the Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority and federal banking regulators. He also provides strategic insight and counsel on regulatory policy matters. Ernie previously served in private practice representing market participants on municipal bond, 529 college savings plan and related regulatory, transactional, policy, examination, and enforcement matters. Prior to that, he served as acting director of the SEC’s Office of Municipal Securities as well as with the MSRB as its former deputy executive director and chief legal officer, leading the initial design, development and launch of the EMMA website. Ernie received a BA from Harvard University and JD from the University of Pennsylvania Law School.

Pat has been Treasurer of the MBTA since early 2021. He manages the authority’s bond program of over $6 billion and the authority’s $1.7 billion, short and long-term investment program. Additionally, he manages the day-to-day fund transfers and payments associated with the MBTA’s $2.3 annual operating budget. He serves on the MBTA’s Deferred Compensation Committee and the DEI Committee. Pat, was an Investment Development Officer at Sustainability Partners where he worked on a variety of tailored infrastructure projects and special purpose vehicles for clients in the Northeast and Mid-Atlantic regions, as well as, across the country. Prior to working at Sustainability Partners, Pat was a Managing Director for Stifel, Nicolaus & Company, Incorporated and led its New England public finance practice. His public finance investment banking experience also includes being a Director for Barclays Capital and a Senior Vice President for Lehman Brothers. Pat covered issuers of state general obligation and tax supported debt including state-level authorities issuing revenue bonds for higher education, public housing, hospitals, public transportation, toll roads, airports, convention centers, seaports, as well as, water and wastewater projects. He also led multiple project finance initiatives for renewable energy, public power, energy saving devises, smart cities technologies and P3 projects. He was responsible for securing investment banking assignments in over $30 billion of new issuance in the New England region. Pat has significant governmental experience having previously served as Massachusetts’ Assistant Treasurer for Debt Management, where he issued over $34 billion of municipal bonds, most notably for the Central Artery/Third Harbor Tunnel project, the Boston Exhibition & Convention Center and to establish the Massachusetts School Building Authority. Pat served on Massachusetts’s Financial Advisory Board and was the Treasurer’s designee as Chairman of the Executive Committee of the Massachusetts Water Pollution Abatement Trust. Pat was also an elected Massachusetts State Representative, serving 7 terms from the 1St Hampden District.