Financial Advisor, Investment

 Banker & Lender Members

Alphabetically by Firm

as of 6.16.10

Financial Advisors & Investment Bankers

BOSC, Inc.                                            

www.boscinc.com 

 
Morris L. Hatley
201 Robert S. Kerr
Oklahoma City, OK 72102
Ph: (405) 990-4838
Fx: (405) 272-2340
mhatley@hatleyllc.com

First Southwest Company  

www.fschousing.com

 
Sharon Gonzalez
325 North St. Paul, Ste 800
Dallas, TX 75201-3852
Ph: (214) 953-4122
Fx: (214) 953-8799
sgonzalez@firstsw.com
 
Robert Johnson
325 North St. Paul, Ste 800
Dallas, TX 75201-3852
Ph: (214) 953-4055
Fx: (214) 953-8799
rjohnson@firstsw.com
 
Mary Koelling
325 N St Paul Street Ste 800
Dallas, TX 75201-3852
Ph: (214) 681-3311
Fx: (214) 953-8799
mkoelling@firstsw.com
 
Robin Miller
325 North St. Paul, Ste 800
Dallas, TX 75201-3852
Ph: (214) 953-4174
Fx: (214) 953-8799
rmiller@firstsw.com

George K. Baum & Company                       

www.gkbaum.com/housing

 
Marc Krasner
1400 Wewatta St., Ste 800
Denver, CO 80202
Ph: (303) 391-5517
Fx: (303) 391-5687
krasner@gkbaum.com
 
C. Scott Riffle
1400 Wewatta St., Ste 800
Denver, CO 80202
Ph: (303) 391-5453
Fx: (303) 391-5581
riffle@gkbaum.com
 
Beth Siville
1400 Wewatta St., Ste 800
Denver, CO 80202
Ph: (303) 391-5487
Fx: (303) 391-5687
siville@gkbaum.com
 
James W. Stretz
1400 Wewatta St., Ste 800
Denver, CO 80202
Ph: (303) 391-5496
Fx: (303) 391-5581
stretz@gkbaum.com
 
Larry Englande
1100 Poydras St., Ste 3200
New Orleans, LA  70163
Ph: (504) 585-3202
Fx: (504) 585-3209
englande@gkbaum.com
 

Harris Housing Advisors, LLC       

www.harrishousing.com

 

Steven Harris

5847 San Felipe, Suite 2150

Houston, TX 77057

Ph: (713) 260-3552
Fx: (713) 458-9285
harris@harrishousing.com
 
Chung Kang

5847 San Felipe, Suite 2150

Houston, TX 77057

Ph: (713) 952-2363
Fx: (713) 458-9285
chung@harrishousing.com
 
Kimberly Miller

5847 San Felipe, Suite 2150

Houston, TX 77057

Ph: (713) 952-2363
Fx: (713) 458-9285
harris@harrishousing.com
 
Jeanne Knapp

5847 San Felipe, Suite 2150

Houston, TX 77057

Ph: (713) 952-2363
Fx: (713) 458-9285
jmknapp@knappcomm.com
 

Morgan Keegan & Company, Inc.         

www.morgankeegan.com

Dallas Office
Mark O'Brien
5956 Sherry Ln Place Ste 1900
Dallas, TX 75225-8030
Ph: (214) 365-5524
Fx: (214) 365-5563
mark.obrien@morgankeegan.com
 
Stacy Houston
5956 Sherry Ln Place Ste 1900
Dallas, TX 75225-8030
Ph: (214) 365-5586
Fx: (214) 365-5563
stacy.houston@morgankeegan.com
Memphis Office
J. Robert Coleman
50 N. Front St, 16th Floor
Memphis, TN 38103-1148
Ph: (901) 529-5404
Fx: (901) 579-4363
robert.coleman@morgankeegan.com
 
Donald E. Peterson
50 N. Front St, 16th Floor
Memphis, TN 38103-1148
Ph: (901) 529-5489
Fx: (901) 579-4363
don.peterson@morgankeegan.com
Richmond, VA Office
Christopher Spelbring
951 East Byrd St, Ste 930
Richmond, VA 23219-4055
Ph: (804) 225-1161
Fx: (804) 225-1180
chris.spelbring@morgankeegan.com

RBC Capital Markets     

www.rbccm.com  

St Petersburg Office 
Debbie Berner
100 2nd Ave S, Ste 800
St. Petersburg, FL 33701-4337
Ph: (727) 895-8885
debbie.berner@rbccm.com
 
Helen Feinberg
100 2nd Ave S, Ste 800
St. Petersburg, FL 33701-4337
Ph: (727) 895-8892
Fx: (727) 895-8802
helen.feinberg@rbccm.com
Minneapolis  Office
Frank Fallon
60 S 6th St, Ste 1500
Minneapolis, MN 55402-4400
Ph: (612) 371-7888
Fx: (612) 371-7619
frank.fallon@rbccm.com
Chicago Office
David Lacki
500 W Madison St, 25th Floor
Chicago, IL 60661
Ph: (312) 559-1654
david.lacki@rbccm.com
Cleveland Office

Dan Kierce

600 Superior Ave, ste 2300

Cleveland, OH  44114

Ph: (216) 875-6043

dan.kierce@rbc.com

 

Raymond James & Associates, Inc.     

www.raymondjames.com

St Petersburg Office 
Phil Harloff
880 Carillon Parkway
St. Petersburg, FL 33716-1102
Ph: (727) 567-1033
Fx: (727) 567-8315
phil.harloff@raymondjames.com
 
Nicholas Hoffer
880 Carillon Parkway
St. Petersburg, FL 33716-1102
Ph: (727) 567-1263
Fx: (727) 567-8315
nicholas.hoffer@raymondjames.com
Dallas  Office
Gary P. Machak
2001 Ross Ave., Ste 4500
Dallas, TX 75201
Ph: (214) 965-0644
Fx: (877) 871-5558
gary.machak@raymondjames.com
 
Barton Withrow
2001 Ross Ave., Ste 4500
Dallas, TX 75201
Ph: (214) 965-7623
Fx: (214) 965-7684
Barton.withrow@raymondjames.com
New York  Office

Robin Redford

One Penn Plaza, Ste 3915

New York, NY 10119

Ph: (917) 553- 4977

LENDERS Lender Members
 

Capital One                                                                   

www.capitalonebank.com

 
John Yochum
5718 Westheimer Rd
10th Floor
Houston, TX  77057-5745
Ph: (713) 435-5324
Fx: (713) 435-5683
john.yochum@capitalonebank.com
 

Chase                                                                         

www.chase.com

Austin Office
David H. Saling
221 W 6th St, Fl 1
TX3-8207
Austin, TX 78701-3401
Ph: (512) 479-2218
Fx: (512) 479-2205
david.h.saling@chase.com
 Dallas Office
Gilbert Gerst
P.O. Box 660197 
TX1-2951
Dallas, TX 75266-0197
Ph: (214) 965-2113
Fx: (214) 965-3297
gilbert.gerst@chase.com
Houston Office
Ken L. Overshiner
712 Main, Floor 10  
TX2-E365
Houston, TX 77002-3201
Ph: (713) 216-0129
Fx: (713) 216-0190
ken.l.overshiner@chase.com
 
Cathy W Freeman
712 Main Street, Floor 10
TX2-E365
Houston, TX 77002-3223
Ph: (713) 216-4589
Fx: (713) 216-0109
cathy.w.freeman@chase.com
 

Lancaster Pollard Mortgage Company

www.lancasterpollard.com

Austin Office
Ginger McGuire
1301 S. Capital of Texas Hwy, Ste 130A
Austin, TX 78746-6945
Ph: (512) 327-7400 x 2
Fx: (512) 327-7403
gmcguire@lancasterpollard.com