Copyright Qode Interactive 2016
 

Leadership Team

Phone(713)-328-0991
Email: TPalmer@postoakma.com

C. Terrell Palmer, President

Mr. Palmer serves as President of the company and has over 30 years of experience in public finance. He has worked with various municipalities covering all areas of public finance including schools, water, wastewater, streets, airports and toll roads. Mr. Palmer assists his clients with all types of financing structures including new money and refunding bonds, variable tax rate issues, increment financings, and federal tax credit bonds such as qualified school construction bonds, qualified zone academy bonds and Build America Bonds. He is currently working with two entities on a large surface water conversion project. He worked at a major Wall Street firm for the first seven years of his career, and has worked for large regional brokers for the past 25 years.

Education

UNIVERSITY OF TEXAS, AUSTIN
B.A., Business Administration

License

Municipal Advisor Representative, Series 50

Phone and Text(713) 328-0985‬
Email:
rdelong@postoakma.com

Richard DeLong, Executive Vice President

Mr. DeLong brings our clients over 35 years of experience in municipal capital markets, including underwriting, trading and advising, both regionally and nationally, across the maturity and debt instrument spectrum. Formerly a Managing Director at First Southwest, he most recently was President and co-owner of Vista Securities. His broad experience includes managing a short-term book of variable rate securities in excess of $4 billion, as well as underwriting and advising clients on thousands of long term fixed-rate transactions.

Education

UNIVERSITY OF TEXAS AT DALLAS
B.S., Business

License

Municipal Advisor Representative, Series 50

Tracie Palmer, General Counsel & Chief Compliance Officer

Education

NEW YORK UNIVERSITY SCHOOL OF LAW
LLM in Taxation

SOUTH TEXAS COLLEGE OF LAW
Juris Doctor, Summa Cum Laude

LOUISIANA STATE UNIVERSITY
B.S., Accounting

Phone and Text(713) 328-0989‬
Email:
mflores@postoakma.com

Misael Flores, Vice President

Mr. Flores provides the advisory team with quantitative analysis and general support and has over 10 years of financial advisory experience. Prior to joining the Firm, Mr. Flores served as a municipal advisor with RBC Capital Markets, where he primarily focused on Special Districts.

Education

TEXAS A&M UNIVERSITY
B.B.A., Management Information Systems

License

Municipal Advisor Representative, Series 50

Phone and Text ‭ (713) 328-0986‬
Email:
jsmith@postoakma.com

Jay Smith, Vice President

Mr. Smith provides the advisory team with quantitative analysis and research support. Mr. Smith has over five years of financial advisory experience.  Mr. Smith is a graduate of Pearland ISD and earned his Bachelor of Business Administration degree in Finance from Louisiana State University.

Education

LOUISIANA STATE UNIVERSITY
B.B.A., Finance

License

Municipal Advisor Representative, Series 50

Phone and Text ‭ (713) 328-0988‬
Email:
ktitus@postoakma.com

Kelly Titus, Vice President

Ms. Titus serves as Vice President and has over 10 years of financial advisory experience. Her expertise includes quantitative analysis, technical support, and cash flow modeling on financing transactions for public finance clients.

Ms. Titus has provided municipal advisory services to a wide range of municipal issuers, including school districts, toll roads, regional water authorities, special districts, cities, and counties. She has extensive experience in developing specialized financial models, identifying and structuring refunding opportunities, and analyzing debt service coverage and bonding capacities.

Prior to becoming a municipal advisor, Ms. Titus worked in business valuation and transaction advisory, where she provided services to public entities undergoing mergers/acquisitions.

Education

UNIVERSITY OF TEXAS, AUSTIN
B.S., Economics

SOUTHERN METHODIST UNIVERSITY
M.S., Finance

License

Municipal Advisor Representative, Series 50

Phone and Text ‭ (713) 328-0987‬
Email:
khoffman@postoakma.com

Kayla Hoffman, Analyst

 Ms. Hoffman provides the advisory team with quantitative analysis and general support.

Prior to joining the firm Ms. Hoffman served as a financial analyst for the Municipal Advisory Council of Texas. Ms. Hoffman is a graduate of Cypress-Fairbanks ISD and earned her Bachelor of Business Administration degree in Finance from the University of Texas at San Antonio.

Education

UNIVERSITY OF TEXAS AT SAN ANTONIO
B.B.A., Finance

License

Municipal Advisor Representative, Series 50