Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.
Latest NewsC.W. (Peter) Flynn specializes in the area of securities litigation and enforcement. He was formerly an attorney with the Trial Unit of the SECs Division of Enforcement in Washington, D.C. For the past 25 years, he has practiced with Locke Lord LLP in Dallas, and is a member of its White Collar Defense Group. He has represented public finance clients, including municipal issuers, underwriters and financial advisers in connection with investigations by the SEC, Department of Justice and the State of Texas. He received his B.A. from Princeton and his J.D. from The University of Virginia Law School.
Ms. Clayton has twenty-five years of public finance experience and is a Director in Wells Fargos Higher Education and Non-Profit Group. Prior to joining Wells Fargo Securities, she worked at UBS. Before investment banking, Ms. Clayton was a managing director with Fitch Ratings where she was responsible for the ratings of public and private institutions of higher education, cultural institutions and other not for profit entities. She also has experience as an issuer of debt with the University of Texas System where she was the Assistant Vice Chancellor of Finance. Ms. Clayton is a chartered financial analyst (CFA) and has a BBA from the University of Texas at Austin and an M.B.A. from Texas State University. Ms. Clayton is a General Securities Registered Representative (Series 7) and Series 63 licensed.
THOMAS A. SAGE, Partner, Houston Office. Tom counsels both issuers and underwriters in almost every aspect of tax-exempt financing and infrastructure development. Tom emphasizes his practice in the realm of school finance, municipal finance, infrastructure, and urban development. He regularly serves as bond counsel for several school districts, charter schools, cities and counties as well as special utility districts. Tom created the practice and is the authority on charter school finance. In the area of traditional finance, Tom has been instrumental in guiding a number of clients through novel financing structures that avoid any negative impact on their tax base. He received his J.D. in 1999, magna cum laude, from the University of Houston Law Center and his Masters of Administrative Science in 1994, cum laude, from the University of Montana. He earned his B.S. from the United States Air Force Academy in 1991.
Sarah Chessin is an Executive Director on the Public Finance Syndicate Desk at JP Morgan. She is responsible for pricing and underwriting fixed-rate tax-exempt and taxable bond transactions for a wide array of Public Finance issuers in Texas and nationally. Since joining J.P. Morgan in 1998, Chessin worked in Taxable Debt Capital Markets in several capacities including covering power and pipeline issuers, as well as originating and executing hybrid and preferred stock transactions. Chessin received her B.A. from Hamilton College in Clinton, NY.
Justin Land is the Director of Tax Exempt Management and is responsible for the oversight of all tax exempt strategies. Prior to joining Wasmer, Schroeder & Company (WSC) in 1997, Mr. Land was a Portfolio Analyst for Asset Management Advisors (now GenSpring Family Offices, an affiliate of SunTrust) where he was responsible for asset allocation and portfolio construction.Mr. Land holds a B.A. in History from Florida State University. He is a member of the Firm’s Executive, Portfolio Management, Investment, and High Yield Investment Committees. He was awarded the CFA Charter from the CFA Institute in 2003. Mr. Land is a past board member of the CFA Society of Naples, where he previously served as President, a board member and Vice President of Beth Tikvah of Naples, and a past board member of the United Way of Collier County. He is a current member of the Leadership Collier Foundation Alumni AssociationTM, and the Southern Municipal Finance Society. Mr. Land is a member of the 2017 Municipal Bond Buyers Conference team and Coordinator of the Separate Account Group at the conference for the National Federation of Municipal Analysts. He has been active in both the middle school and high school Junior Achievement programs.
John Heleman is the Chief Revenue Estimator and Texas Comptroller of Public Accounts. He has been employed by the Comptroller's office since 1988, first as an economic analyst and research specialist. Most recently, until January 2005, he was the assistant manager of the Comptroller's Revenue Estimating Division. Heleman graduated from Texas State University (then known as Southwest Texas State University) in 1984 with a Bachelor of Business Administration degree. He then earned an MBA from the University of Texas in 1986.
�William Chapman is Chief Financial Officer of the Authority. He became Chief Financial Officer in November 2004.Prior to joining the Authority, Mr. Chapman served as the combined Deputy Chief Administrative Officer/Chief Financial Officer of the City of El Paso, Texas.� During his 14 years working for the City of El Paso, he was also the City’s Internal Auditor, the Director of the Office of Management and Budget and the Chief Financial Officer.� Mr. Chapman is currently the President of TexStar, a Governmental investment pool with $5.9 billion in assets.� He has been a part-time and full-time instructor in financial management and accounting courses at both the undergraduate and the graduate level at various universities and educational institutions.Mr. Chapman is or has been involved in the following community activities: from 1977 to 1985 he served as a scout leader in Illinois and Colorado and served on local councils; he was elected to the Board of Trustees, Richland Community College in 1979; a member of Leadership Aurora in 1984; a member of the Ysleta Community Development Corporation in 1989; a member of the Government Finance Officers Association; Institute of Internal Auditors, Officer and past President; Director, El Paso Employees Federal Credit Union; EDP Auditors Association; and the Association of Government Accountants.Mr. Chapman earned a Bachelor of Science in Accountancy from the University of Illinois in Champaign in 1968 and a Master’s in Business Administration from Miami University in Oxford Ohio in 1970.� Mr. Chapman received his CPA certificate in 1969.� Mr. Chapman became: a certified Internal Auditor in 1992; a certified Information Systems Auditor in 1993; and a Certified Government Financial Manager in 1996.
Lee Deviney was named Chief Financial Officer, Office of the Governor - Economic Development in September 2012. In that capacity he oversees the lending and incentive programs of the Texas Economic Development Bank. Prior experience includes nearly 24 years with the State of Texas beginning at the Legislative Budget Board and then as a chief financial officer, senior level program manager or agency administrator at the Texas Public Finance Authority, Lottery Commission, Agricultural Finance Authority, Texas Education Agency and the Office of the Governor. Experience includes financial analysis, budget, financial reporting, strategic planning, municipal bond finance and economic development lending programs. Private sector experience includes several years in construction and with a high tech company.
Mr. Jack is a Managing Director with Estrada Hinojosa. Mr. Jack has over 20 years of experience in the structuring and issuance of debt obligations for political entities in Texas and across the Country.� While serving in various capacities either as financial advisor or underwriter, Mr. Jack has managed or supported the bond issuance process for over $30 billion in debt obligations.�His public finance experience includes a wide spectrum of public projects including transportation, water and sewer systems, general city infrastructure, public utility systems, convention centers, stadiums and arenas, school districts, universities, airports, hospitals and economic development projects. He also serves as an adjunct professor at the University of Texas LBJ School of Public Affairs, teaching Public Financial Management.Mr. Jack has a Bachelor of Business Administration from the University of Texas at Austin and a Master of Public Affairs from the University of Texas’ LBJ School of Public Affairs. Prior to his public finance career, Mr. Jack also served as an officer in the United States Navy.
Senior Vice President Jackie Sargent joined Austin Energy in 2010 and is responsible for operations at Austin Energys Sand Hill Energy Center and Decker Creek Power Plant, energy and market operations, power production engineering, and our nuclear and coal generation business units. She is responsible for risk oversight management relative to Austin Energys participation in the ERCOT wholesale energy market and is also in charge of our generation resource planning efforts, including the acquisition and integration of renewable resources to meet our renewable energy goals.Sargent brings more than 23 years of experience in the energy industry including electric and gas utility operations, wholesale generation, energy marketing, rates and regulatory affairs, and strategic planning. A registered Professional Engineer, she received her Bachelor of Science in Electrical Engineering and her Master of Science in Technology Management from the South Dakota School of Mines and Technology.




