Hi, I’m Jason, the new Managing Director of Capital Markets here at Neighborly.
I have spent my entire professional career in Public Finance. It was a decision that I made during my senior year of college, while studying finance and public policy at Franklin & Marshall. If I was going to step foot into the financial markets, I wanted to transact in a market that was tangible. Municipal bonds are amongst some of the most tangible asset classes in the world. Funds raised through the muni market go on to support thousands of projects each year that we can see and touch. These projects often have a direct impact on the public and citizens can watch these projects come to fruition as they work to improve the quality of life of everyone involved.
In my previous position, I was able to connect with municipal bond investors of all types. These customers ranged from high-net-worth individuals, to bank Community Reinvestment Act (CRA) portfolios. Interacting with many types of investors proved to me how dynamic the municipal bond market could be. What continues to amaze me, however, was how inaccessible information is, even to the most experienced of investors. It seemed impossible to me, that a market which provides funding to the schools we go to, the water we drink and the parks we play in could hide in plain sight.
Opaque markets are tied to the longstanding tradition of maintaining and growing only what benefits those that are inside of the walls. I wanted to be a part of a team that broke down those walls, making information not only accessible, but clear and serving to educate everyone involved in funding public projects.
Here at Neighborly, we have the ability to use modern technology to bring transparency, accessibility and a clear view of public finance to everyone. I have been a part of traditional public finance, and now I am part of modern public finance. A market that affects everyone, should be for everyone.