Stone & Youngberg Announces Key Promotions

Bryan Lundberg Promoted to Managing Director, Public Finance Group

SAN FRANCISCO--(BUSINESS WIRE)-- Stone & Youngberg, a leading financial services firm and the nation’s top underwriter of California and Arizona municipal bonds over the past five years¹, today announced key promotions across the firm, including the promotion of Bryan Lundberg to managing director in the firm’s Public Finance Group.

Bryan Lundberg, Managing Director, Stone & Youngberg LLC (Photo: Business Wire)

Bryan Lundberg is a recognized Arizona municipal finance expert whose experience includes assistance as lead banker to numerous school districts and municipal clients throughout the state. Mr. Lundberg currently serves as a City of Phoenix Health Insurance Trust Board member and is involved with the Arizona Association of School Business Officials (AASBO), Arizona School Administrators Association (ASA), Government Finance Officers Association of Arizona (GFOAZ), and Arizona City/County Managers Association (ACMA).

“Bryan is a top performer in our Public Finance team and will continue to play a key role in our Phoenix office,” said Ken Williams, president and CEO of Stone & Youngberg. “We are pleased to acknowledge him, as well as other top performers who we are promoting today. They have all have made outstanding contributions to our business.”

Stone & Youngberg employees promoted to director include John Baracy and Jose Vera, both in the Los Angeles Public Finance Group; Bob Desmond in the Chicago Taxable Fixed Income Group; Dave Hsu in the firm’s Compliance Department, and Dave Scoralle in the San Francisco Taxable Fixed Income Group.

Promotions to vice president include Marie Autphenne in the San Francisco Municipal Credit Group; Steve Brende in the Los Angeles Public Finance Group; Gerald Chang in the firm’s Operations Department; Charlene Graham in the San Francisco Taxable Fixed Income Group; and Betsy Kiehn in the San Francisco Municipal Underwriting Group.

For more information on the Stone & Youngberg, visit www.syllc.com.

About Stone & Youngberg:Stone & Youngberg Holdings LLC is a financial services company providing a range of products and services. Stone & Youngberg LLC, founded in 1931 and member FINRA/SIPC, specializes in the origination and sale of fixed-income securities. The firm led or co-managed the sale of 927 municipal bond issues totaling $21 billion over the past five years.¹ In addition to bond underwriting and sales, Stone & Youngberg provides investment services to individuals, institutions, and government agencies and offers a wide variety of tax-exempt and taxable securities.

Additional information is available at www.syllc.com or by calling 800-447-8663.

¹ Based on number of bond issues 2006-2010, Thomson Reuters 2011

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Source: Stone & Youngberg LLC