Board Members
CECFA Staff
Working Group
Heather Schell
Board Member
Heather Schell is the General Counsel and Assistant Secretary for Colorado Housing and Finance Authority (CHFA). As a member of the Executive Team and primary legal advisor for CHFA, Ms. Schell supports CHFA’s mission and vision by providing legal advice and strategies that balance risk with organizational goals; serving as the Chief Compliance Officer and driving a culture of compliance, integrating enterprise risk management into the daily operations of CHFA; and overseeing the legal risk management division. She received her Bachelor of Arts degree, with distinction, from the University of Virginia and graduated with honors from the University of Texas School of Law.
Morris W. Price
Chair
Morris W. Price, Jr., is the Vice President and Executive Director of City Year Denver, the national AmeriCorps nonprofit that deploys year-long, young adult service members into Denver Public Schools to support students in often under resourced schools. City Year’s 75+ AmeriCorps service members focus on student attendance, behavior, and curriculum (English and Math proficiency), perform after school tutoring, and oversee Extended Learning Time programs directly impacting over 4000 students. As the senior leader of City Year Denver, Morris oversees a professional staff of 19 and a $3.7 million-dollar operating budget.
Prior to his position at City Year, Morris served as the District Director for the 1st Congressional District of Colorado (US House of Representatives). Morris oversaw the day to day operations of the congressional office including constituent services, program development and policy implementation, and outreach of the Colorado District office including managing the Congresswoman’s schedule and serving as her primary representative at events and meetings with constituents, business, community and political leaders. As the Congresswoman’s liaison, he was the primary contact and engagement manager with media, 5 municipalities in the district and over 65 federal agencies, departments, programs, and initiatives.
Morris’ additional previous professional experiences include serving as the National Program Officer for the Gill Foundation, a private foundation that is one of the largest funders of GLBT civil rights in the United States. Morris was responsible for a multi-million grant portfolio focused on public policy change in the African-American, faith, Transgender and broader GLBT communities.
Leading up to tenure at the Gill Foundation he was one of the founding staff with the Daniels Fund as the Director of University and College Relations, a $1.2 billion private foundation whose single largest component is a scholarship program to students from Colorado, Wyoming, New Mexico and Utah.
Preceding his work at the Daniels Fund and Gill Foundation, Morris spent 15 years in higher education including holding the position of Associate Dean and Director of Admission with the University of Denver. Additionally he has worked for DePauw University (Indiana), Montclair State University (New Jersey) and Wabash College (Indiana).
Morris is active in the community and currently serves on the Board of Trustees Rose Community Foundation, Colorado State University Foundation Board of Directors, Board of Directors of the Colorado Non-Profit Association, First Baptist Church of Denver (Current President), Compass Academy, the Denver Art Museum Marketing Advisory, and the CSU LGBT Alumni Alliance (founding and current President). Previous board service includes the GLBT Community Center of CO (Past President), Urban League of Metro Denver (Past President), Denver GLBT Commission (Past President), Volunteers of America, and Redline Denver and Colorado Business Committee for the Arts.
Morris is also a graduate of the Denver Metro Chamber 2018 Leadership Denver and the Denver Foundation 2018 Executive Director of Color Institute. Additionally, he has received a number of awards and recognition for his community involvement and is the receipt of the, 2009 Professional Man of the Year Award (Gay and Lesbian Chamber of Commerce), 2013 Al Matthews Civic Engagement Award (Urban League of Metro Denver), 2014 Paul Hunter Outstanding Community Leadership Award (Human Rights Campaign), 2015 Outstanding Alumni Achievement Award (Denver Public Schools), 2015 the “Against All Odds Leadership Award” from the International Parent Institute and was named one of the 25 Most Influential African Americans (Denver Urban Spectrum), the 2016 Dennis Dougherty Award for Community Leadership (Matthew Shepard Foundation), and the recipient of the Community Educator Leader of the Year Award in 2018 (the Education Center of Colorado). In 2014 Morris was proud to have the LGBTQ Alumni award renamed in his honor received the Charles A. Lory Award for Public Service from Colorado State University in 2019.
A native of Colorado and proud graduate of Denver Public Schools, Morris received his Bachelor of Arts degree from Colorado State University. He was the recipient of the 2000 Colorado Trust Fellowship and received a Master in Nonprofit Management from Regis University. Morris is proud son of Morris (deceased) and Joyce Price who resides in Denver Colorado.
Cameron Mascoll
Vice Chair
Born and raised in Rockland County, New York, Cameron Mascoll showed an interest in finance at a young age. After graduating high school and a short stint playing football for the University of New Haven and Florida international University, Cameron took a break and earned his bachelor’s degree in accounting from George Mason University.
Cameron moved to Colorado in July 2011 to serve as the founding Business Manager for Prospect Ridge Academy (PRA) and eventually was promoted to Director of Finance. At PRA, Cameron managed a budget of $15 million. In addition, he successfully acquired more than $50 million in bond funds used to execute the purchase of leased property, build two 60,000 square foot buildings, and acquire over 15 acres of new land for facility usage. Cameron’s personal achievement at PRA was cofounding the school’s Athletic department and its football program.
In 2014, Cameron established Mascoll Financial Consulting, a financial consulting company. Cameron’s first client was the Colorado Department of Education (CDE) and soon he became a member of the Charter School Support Initiative (CSSI) team. Cameron’s company also provided financial consulting, back office financial support, and business services to governmental entities like charter schools, non-profit organizations, and investors of rental properties.
In 2018, Cameron was awarded the Charter School Operational Excellence award by the Colorado League of Charter Schools.
In 2019, Cameron became the Chief Financial Officer for Colorado Early Colleges (CEC). At CEC, Cameron manages a budget of $60+ million with over $200 million in real estate located along Colorado’s Front Range. In 2022, Cameron successfully refinanced $150 million in taxable and nontaxable bonds.
Cameron’s most impressive accomplishment is that in all the organizations where he has held a financial leadership position, each organization has received clean opinions of external financial audits.
Benita Duran
Board Member
BENITA A. DURAN, MPA
(Term 2024 – 2028)
Benita Duran brings over 30 years of broad experiences and expertise in working in and with local governments and educational institutions, along with private corporations, to the Board. She also has extensive expertise in project management, civic engagement, organizational programming, and economic development at local, regional, and national levels.
She has been a professional administrator in local governments and has worked with communities as far away as Pietermaritzburg, South Africa. Her career in local government began in the Denver Mayor’s Office, assisting the transition team when Federico Pena was elected in 1983; and grew in responsibilities that included helping to establish new city systems and structures; to leading the office that coordinated the hiring of the first new airport construction workers.
She went on to pursue her passion for local service in Boulder and worked for the city in various roles in the City Manager’s Office for almost a decade. Benita then ventured into the private sector to gain experience from the other side of government contract services. She was the Vice President for Regional Government Affairs for a Colorado-based, environmental engineering firm and helped build the firm’s municipal services portfolio throughout the southwest region; and worked with teams in several major federal contracting projects.
During a significant growth period in Denver Public Schools from 2009- 2015, as the Director of Bond Program Outreach Services and Community Engagement, Benita assisted with two bond construction programs of the district, in charge of new schools’ programming outreach and as the liaison to Denver City Council.
As an independent consultant for the past decade, she worked on the establishment of the Latino Cultural Arts Center project in central Denver for several years, assisting a private landowner and art collector in establishing the infrastructure for the project; and has assisted developers in historic renovations of commercial properties and residential housing development projects in Denver, Boulder, and Trinidad.
Benita is a proud fifth generation Colorado native, with roots that extend from Pueblo to Boulder. She actively engages in community issues and causes statewide. She was a member of the State Economic Development Commission from 2016-2021, a member of the Boulder Community Health Board for nine years and was recently appointed by the Boulder City Council and Boulder County Commissioners to the Board of Trustees of the newly established Boulder Library District for a five-year term.
She holds an undergraduate degree from the University of Denver in Economics and Public Affairs, and a master’s degree in public management from the University of Colorado.
Indira Duggirala
Board Member
Indira Duggirala is the 1st Vice Chair of the Colorado Democratic Party , chair of the CDP’s State Outreach Commission and co-chair of South Asian Democrats of Colorado (COSAD) initiative. She is a political and community leader focused on engaging South Asians in the civic and political process. She worked with her local county democratic party and eventually joined They See Blue a national South Asian group to help elect democrats in the 2020 elections. Prior to entering politics, Indira worked in software development for 15 years. She is a mother of two and lives with her husband Ravi in Highlands Ranch, Colorado.
Keo Frazier
Director, Communications & Public Affairs
Denver Housing Authority
Keo Frazier is an executive leader with proven success in marketing, communications, strategic leadership, brand engagement and public affairs. Her career and focus of her life’s work is to enhance the human experience, be a brand expert and strategic marketer; all to elevate who we are collectively — locally, nationally and globally. An entrepreneur at heart, she has founded seven companies and New Thinkers, a think tank for creating world change. Most recently, she was director of communications and public affairs at Denver Housing Authority (DHA). Prior to joining DHA, Keo was the vice president of communications at Emily Griffith Technical College and the vice president of marketing at McWhinney Real Estate.
As an innovator and strategist, Ms. Frazier has spearheaded and executed a multitude of marketing and branding projects for major corporations and organizations across Colorado and nationwide including The City of Denver Department of Transportation rebranding, reimagining the Park Hill Golf Course, 40 McWhinney projects across the nation, overseeing a rebrand for The Denver Housing Authority, a “We Educate Colorado” campaign for Metropolitan State University, United Airlines TED fleet, Forest City Stapleton, Five Points Business District, many departments within the City and County of Denver, University of Colorado, and University of Denver among others.
Ms. Frazier has earned several awards for her work in marketing and community involvement including being named to the Colorado Women’s Chamber of Commerce Top 25 Most Powerful Women in Business, Marketing 2.0 Influencer Award, Denver Business Journal’s Top 40 under 40 and Outstanding Women in Business in Real Estate, ColoradoBiz Magazine’s Top Company list and Top 25 XYZer, GO Magazine Leader of the Pack and Top 50 Minority Owned Business Owner in Colorado.
Ms. Frazier is civically-minded and has served on nearly 20 nonprofit boards. She is an alumnus of the Denver Metro Chamber Leadership Foundation Leadership Denver, Legacy Denver, Colorado Experience, Downtown Denver Leadership Program, and the President’s Council for Cornell Women, among others. She’s also completed two strategic business courses with McKinsey. She currently serves on three Governor appointed board of commissioners, which are the Architects, Professional Engineers, Land Surveyors Board; Colorado Educational and Cultural Facilities Authority; and Middle Income Housing Authority. She has also earned multiple awards.
Overall, Ms. Frazier is wholeheartedly committed to the betterment of our communities.
Andy Vick
Vice Chair
Andy Vick is an experienced leader and arts administrator who believes in the power of the creative sector to drive economic development, build community, grow tourism, and enhance quality of life for everyone. As the former Executive Director of the Cultural Office of the Pikes Peak Region, Andy oversaw the daily operation and management of a non-profit, local arts agency serving a two-county region with a population of over 700,000 residents. Andy serves as a Council Member for Colorado Creative Industries (the State Arts Agency), is the Vice-President of the Colorado Springs Convention & Visitor’s Bureau Board of Directors, is an ex-officio Board member of the Colorado Springs Chamber and EDC, and is on the Executive Committee for the United States Urban Arts Federation. He is also an Honorary Commander at the United States Air Force Academy, and a member of the Regional Leadership Forum and the Downtown Colorado Springs Rotary Club. In addition, Andy is a graduate of the 2016 Colorado Springs Leadership Institute program, the 2015 Leadership Pikes Peak Signature program, and Colorado Creative Industries’ 2015 Change Leaders Program. Andy is also an experienced public speaker and consultant on the topic of using the arts as a tool for economic development and community vitality.
Margaret Henry
Chair
Ms. Henry was appointed Colorado State University System Treasurer on September 19, 2016. Prior to this appointment, she had served as Controller/Assistant Treasurer for the University of Denver. In her position, she reports directly to the Chief Financial Officer of the System and is responsible for the management of the System’s liquidity, investments, and the debt portfolio. Her background includes over 30 years of experience in higher education financial administration, including accounting and treasury operations. She holds a Bachelor of Science degree in Business Administration from Colorado State University and an Executive Masters of Business Administration from Colorado State University.
Cory Kalanick
General Counsel
Cory Kalanick is a Member in Sherman & Howard’s Public Finance Group and represents conduit bond issuers—including the Colorado Educational and Cultural Facilities Authority and state and local housing and finance authorities—as well as the State, local governments, special districts, borrowers, underwriters and lenders on a variety of governmental and private activity bond transactions in Colorado and around the Rocky Mountain West. Cory is a member of the National Association of Bond Lawyers and has presented at multiple Bond Attorneys Workshops. He has assisted CECFA for nearly a decade.
Cory also serves as Associate Coordinator at Sherman & Howard and is active in various civic and community organizations. He recently completed two full terms as Board Treasurer to the Downtown Denver Expeditionary School, an EL Education K-5 DPS public charter school.
Cory, his wife Kate, and their three children live in Denver’s Central Park neighborhood.
Marlo Stauss
Executive Assistant
CECFA
Bio forthcoming.
Jenny Gentry
Chief Operating Officer
Colorado Public Radio
Jenny’s tenure with Colorado Public Radio (“CPR”) began in 1984 when she established the financial systems, policies and procedures that enabled KCFR to separate from the University of Denver. She currently oversees CPR support services, including finance & accounting, legal, engineering and new media, and works closely with CPR President and CEO to manage, prioritize and implement multiple projects across the organization to accomplish CPR’s strategic plans.
In 1991, Jenny led the merger of KCFR with Grand Junction’s KPRN to become Colorado Public Radio. In 2001, she went to Wall Street to present public broadcasting as a strong, viable industry. As a result, CPR became the first public broadcasting organization to obtain investment grade ratings from all three ratings agencies. This enabled CPR to further expand its service through station acquisitions, primarily financed through tax-exempt bonds.
In the last ten years, Jenny has overseen a number of significant legal and financial transactions to support strategic growth, including helping to add a third service to the organization – CPR’s Indie 102.3 – which highlights new and independent music. She also managed the transaction to acquire Denverite in 2019, and worked closely with Colorado College to implement an operating agreement for their public radio station, KRCC, in 2020. In 2020, Jenny also led her engineering team through the expansion of CPR Classical in Fort Collins and Indie 102.3 into the Vail and Roaring Fork Valleys.
Jenny has partnered with Key Bank and the Colorado Educational & Cultural Facilities Authority on multiple transactions: in 2012 to refinance existing debt and in 2015 issued new debt to move Indie 102.3 to FM. Most recently she again worked with Key Bank and CECFA to refinance all CPR bonds, taking advantage of historically low interest rates to increase debt for the purpose of building out the Southern Colorado Public Media Center, which actually lowered CPR’s debt payments.
Jenny was recognized for her work as a top ten finalist in 2017 for the Denver Business Journal’s Top Financial Executive awards.
Prior to 1984, Jenny managed the Grant & Contract Accounting office at the University of Denver. She served on the CPB National Grant Review Panel in 1991-1992, the NPR Ancillary Distribution & Internet Station Advisory Groups in 1999-2000, the CPB Public Media Data Task Force in 2010 and has consulted with public radio stations across the country on a variety of financial and business matters.
Jenny received her BSBA in Business Management from the University of Denver.
Marianne Virgili
Board Member
Marianne Virgili recently retired as CEO of the Glenwood Springs Chamber Resort Association (GSCRA), after 32 years of service. During her tenure the GSCRA was named 2013 National Chamber of the Year and the organization and community were recognized with several lifestyle, tourism and national awards.
In 1997 Marianne was nominated by Colorado Gov. Roy Romer for a Daily Points of Light Award from President William Clinton for working as a service mentor for high school students. She has served as National Chair of the U.S. Chamber Foundation’s Institute for Organization Management (IOM), and was named to the U.S. Chamber’s Committee of 100 influential chamber leaders across the nation. She is past president of Colorado Chamber of Commerce Executives and sat on regional and national chamber association boards. In 2018 Marianne earned the ATHENA award recognizing her efforts to inspire and mentor women.
Locally Marianne guided the Glenwood Springs Chamber Resort Association in winning more than a dozen ballot initiatives involving taxes and bonding. Virtually every civic improvement in Glenwood Springs was made possible because of the chamber’s long-term commitment to education, transportation, infrastructure, cultural and quality of life projects.
On the state level Marianne has served on the Colorado Film Commission and Colorado Creative Industries board. Locally she currently serves on the boards of Clean Energy for the Region (CLEER); the Valley View Hospital Foundation; and the Colorado Mountain College Foundation. She is running for the Colorado Mountain College Board of Trustees in November, 2019.
Marianne lives in Carbondale, Colorado with her husband John, a CPA. The Virgilis have been married for 48 years and have two grown children and three grandchildren.
Mark Heller
Executive Director
CECFA
Mark Heller has accumulated more than 25 years of experience in community planning, economic development, real estate development, sustainability programming, small business legal counseling, cultural organization management, and community advocacy. He is now applying those skills and experiences as the Executive Director of the Colorado Education and Cultural Facilities Authority (CECFA), which is a conduit issuer of tax-exempt bonds. CECFA has issued over $7 Billion in bonds to support culture and education in Colorado and across the country.
He worked to create significant positive changes in and around downtown Golden as the Executive Director for the Golden Urban Renewal Authority between 2004 and 2014, including major redevelopment projects, the award-winning Golden Sustainability Initiative, and even hosting professional road bike races.
Mark is a member of the American Planning Association Colorado Chapter and the American Institute of Certified Planners. He is also licensed (inactive) to practice law in Colorado and Texas.
Mark developed a passion for community planning while living in Crested Butte, Colorado, where he served on the boards of some of the area’s leading environmental, cultural, and economic organizations. He was a board member of High Country Citizens’ Alliance and the Crested Butte Mountain Theatre and was counsel to the Crested Butte Wildflower Festival and the Crested Butte Music Festival among others.
Mark began his legal career in 1991 as Assistant General Counsel with the Texas Ethics Commission, where he joined a team of six other attorneys in a new state agency designed to regulate lobbying, campaign financing, and political advertising.
Mark earned his undergraduate degree with honors in interdisciplinary studies (Plan II) in 1987 and a law degree in 1991, both from the University of Texas at Austin. He earned a Masters in Urban and Regional Planning from the University of Colorado at Denver in 2006.
Mark lives in Golden, CO with his wife Erica and children Miles and Ayla.
Calvin Hanson
General Counsel
Calvin Hanson is an experienced public finance attorney who has represented clients as bond counsel and as counsel to borrowers and investment banking firms. His practice includes public finance representations of State of Colorado authorities, cities, towns, school districts and special districts. Since 2006, Calvin has served as General Counsel to the Colorado Educational and Cultural Facilities Authority, which is one of Colorado’s largest issuers of tax-exempt bonds.
Calvin has specialized expertise in higher education and healthcare financings in the Rocky Mountain region, including colleges and universities and many hospitals serving mountain resort communities. Given his broad range of experience, Calvin has insight into the goals and objectives of all transaction participants.
Mary Kay Hogan
Legislative Liaison
Mary Kay has spent her 20+ year non-traditional legal career learning the ins and outs of all three branches of government, from the municipal to the federal level. As such, her approach to serving her clients is based on navigating the various rules, nuances, and roles of the governmental body that is critical to achieving a particular client’s goals, particularly when those goals intersect multiple branches of government.
Mary Kay began her political career in the Legislative branch, interning for Congressman Dan Schaefer (R- 6th CD CO), then had the privilege of working for U.S. Senator Tim Wirth (D-CO), Representative Mo Udall (D-AZ), the Democratic Senatorial Campaign Committee and the Republican caucus of the Arizona State Senate during college. These early experiences working for lawmakers from different parties taught her the nuts and bolts of the legislative process at the state and federal level, but also how to communicate effectively with members of both major parties, a skill and value that has transcended her approach to lobbying over the past two decades.
During law school at the University of Denver, she focused on learning about municipal government as a clerk for the Colorado Municipal League, and later went on to represent interests from other local government organizations, including school districts, counties and special districts. Before becoming a lobbyist, she worked as a nonpartisan attorney in the Colorado Office of Legislative Legal Services, where she counseled Colorado legislators as member of the tax and finance team.
With respect to the Judicial branch of government, Mary Kay served as a law clerk to Judge Gaspar Perricone (1st JD, Colorado), and has represented the Colorado Bar Association and the Colorado District Attorneys Council. She maintains a strong working relationship with specialists in many sections of the Colorado Bar and the Attorney General’s Office.
Her work in the Executive branch included a four-year stint as a senior staff member for Colorado Governor Bill Ritter, Jr. During this time as the Governor’s Legislative Director, Mary Kay helped shepherd over fifty legislative agenda items through the process for the Governor. She oversaw the approval of all nineteen executive agencies’ legislative agendas for four legislative sessions, and worked closely with cabinet members and executive agency senior staff. She now represents the interests of her clients in front of various Governors Offices throughout the United States.
These opportunities have given Mary Kay the ability to forge long-lasting professional relationships with elected officials, legislative, agency and judicial branch staff, and other lobbyists. These relationships, as much as a working knowledge of the process and its history, are pivotal to opening the right doors for clients.
Dan J. Wilson
Treasurer, Chief Investment Officer
and Associate Vice President for
Budget and Finance of the
University of Colorado
Mr. Wilson was appointed to this position on August 12, 2015 by the Board of Regents of the University of Colorado. He is responsible for investments of $3.1B, debt of $1.6B, and for the overall Treasury functions of the university. Prior to CU, Mr. Wilson was Treasurer at the University Corporation for Atmospheric Research (UCAR), the Boulder-based consortium of more than 105 colleges and universities focused on research and training in atmospheric and Earth sciences. Mr. Wilson served as Treasurer at UCAR from 1995 to 2015. He managed debt, investments, cash and banking for the nonprofit organization. He also served as Treasurer of the UCAR Foundation for 23 years. Mr. Wilson earned master’s and bachelor’s degrees in accounting, both cum laude, from Brigham Young University. He is a Certified Treasury Professional (CTP since 2005) and Certified Public Accountant (CPA since 1980) in Colorado. Dan also serves on the Audit & Finance committees of DSST Foundation, UNAVCO, and AURA. He serves on the TIAA-Nuveen investment council. He loves to ski, hike, fish, hunt, bike, and spend time with grandkids.
William Pound
Executive Director of the
National Conference of
State Legislatures
William Pound is the Executive Director of the National Conference of State Legislatures. Mr. Pound has been with the Conference since its founding in 1975 and has been instrumental in the development of many of its innovative programs and services designed for legislators, legislative leaders and legislative staff.
Mr. Pound has researched and written extensively on legislatures and the legislative process and fiscal and public finance issues. He speaks to both national and international audiences on topics of state government fiscal conditions, public policy issues, and on the activities of state legislatures and federalism.
Sam Todd
Executive Director, Operations
Peak to Peak Charter School
Sam Todd is executive director of operations at Peak to Peak Charter School in Lafayette, Colorado. Peak to Peak Charter School is a K-12 public school with 1,450 students, chartered through the Boulder Valley School District. Peak to Peak has been nationally recognized, being ranked in the ‘Top 100 Public High Schools’ for the past ten years by US News and World Report. The school maintains a 100% graduation rate and a 100% college acceptance rate for graduating seniors.
Sam serves as chairman of the board of directors for the Colorado League of Charter Schools, and also serves on the board of the Colorado Educational and Cultural Facilities Authority. Sam is a frequent presenter at both state and national charter school conferences.
Sam earned a BS in economics from Purdue University, a MS in industrial relations from Michigan State University, and a MS in business from Eastern University. His previous work experience includes CFO for Western Boone Schools in Indiana; corporate controller for Ultimate Support Systems; executive program director at Eastern University; and senior human resources manager at Hewlett-Packard Company. He has also worked as an adjunct professor for Indiana Wesleyan University and Colorado Christian University.
Amanda Mountain
President & CEO
Rocky Mountain Public Media
Amanda Mountain grew up a military brat and has called Colorado home off-and-on since 1992. She is a first-generation college graduate and holds a Master’s degree from the University of Denver in Organizational Leadership with an emphasis on Change Management. She is the first female CEO in Rocky Mountain Public Media history, and is the youngest CEO of a major market public media station in the country. She has nearly 20 years of media experience, most notably with Freedom Communications, where she was named one of the top 20 Newspaper executives in the country by Presstime Magazine, and Viacom, where she helped pioneered cross-platform marketing strategies under the leadership of Mel Karmazin. She joined Rocky Mountain PBS in 2010 as general manager of the Southern Colorado station and stepped into the role of President and CEO in 2017 where she is now leading the mission to strengthen the civic fabric of Colorado through public media and to build a new $40 million Buell Public Media Center to increase innovation, engagement and collaboration across nonprofit media.
Michael Berwanger
Financial Advisor
Mike Berwanger is a managing director in PFM’s Los Angeles office, working extensively with utility clients throughout the western region. Over the course of his career as a financial advisor and senior managing underwriter, he has assisted utility clients in obtaining more than $19 billion in financing through a variety of security instruments. At PFM, Mike has helped clients structure financial products (including swaps, collars, caps and basis swaps), contributed to the formation of several new utility credits and participated in two mergers and acquisition transactions on behalf of municipal utility clients. He also has extensive experience in assisting clients with complex prepayment, tax-equity, and tax-credit financing structures used for the acquisition of gas and renewable energy.
Additionally, Mike has been integrally involved with all aspects of several new large resource projects and has participated in all business deal and contract negotiations with the developers, insurance requirement discussions, counterparty credit exposure work, financial forecasting for project metrics, and all of the financing work associated with issuing bonds for a new credit. Mike is PFM’s lead advisor from the Los Angeles office to many issuers and is an integral member of the advisory teams for many California utilities.
Prior to joining PFM, Mike was a director at a major investment bank in Los Angeles and an investment banker for over ten years.
Claudia Crowell
Board Member
Ms. Crowell’s 40+ year professional career focused on community relations in higher education institutions, then working in and directing several non-profit organizations. Volunteer community activism has been a priority serving on chamber of commerce and economic development boards as well as other community groups. Retired since 2014, Ms. Crowell spends her time painting and drawing at her studio while volunteering for several local and state art organizations. Ms. Crowell earned her undergraduate degree from Seton Hill University and her MPA from Bowling Green University. Some of her favorite time is spent with husband Bill, their canine buddy Mac, and many friends.