Joseph R. Mannes, CFA President, Dallas (214) 765-1466 Email Mr. Mannes is the President of SAMCO Capital Markets. He has worked at SAMCO since 2001, with stints as Chief Operating Officer and as a Managing Director in SAMCO’s investment banking and corporate finance department. Previously, Mr. Mannes was Chief Financial Officer [...]
Lee Maverick Chief Compliance Officer, Austin (512) 637-3775 Email
Amy McLiney Perry Managing Director, Kansas (816) 221-4042 Email Amy McLiney Hart is on the institutional/retail side of the investment business. She enjoys working with community bankers and individual investors, helping with their investment needs. Amy appreciates the desire of the hard working banks to invest within their communities in order to [...]
Casey McLiney Managing Director, Kansas (816) 221-4042 Email Casey McLiney is registered with the Financial Industry Regulatory Authority as a General Securities Representative (Series 7) and Uniform Securities Agent State Law (Series 63).
Eddie McLiney Senior Managing Director, Kansas (816) 221-4042 Email Edward D. McLiney, Chairman of McLiney And Company, began as an investment banker in 1984. He currently runs the firm’s public finance department. He and his brother, Joey, are the lead managers for the majority of the firm’s negotiated underwritings. Mr. McLiney [...]
Joey McLiney Senior Managing Director, Kansas (816) 221-4042 Email Joey McLiney, Senior Managing Director, has more than 25 years experience in all aspects of municipal finance with clients of every size imaginable. He has experience working with clients in 18 states ranging from the City and Schools of Nome, Alaska to [...]
Mark McLiney Senior Managing Director, San Antonio (210) 832-9760 Email Mark McLiney joined SAMCO Capital Markets, Inc. in January, 2015, as a Senior Managing Director. Mr. McLiney previously served 20 years at Southwest Securities, Inc. Mr. McLiney is Financial Advisor to over 130 clients throughout Texas and his work includes advising [...]
Heidi Orton Vice President, Kansas (816) 221-4042 Email Heidi Orton, Vice President, joined SAMCO in 2019 after working at McLiney and Company since 1985. Heidi is a registered representative whose activities include bond sales and underwriting. Heidi oversees the daily operations of the firm. She is integral to the coordination and [...]
Will Osborne Managing Director, Dallas (2`14) 765-1430 Email Will Osborne joined SAMCO in 2021 as Managing Director. He has worked in the municipal bond industry since 2001, previously as a trader/underwriter at D.A. Davidson. Will graduated from Texas Christian University with a BBA in finance. He is a Chartered Financial Analyst and [...]
Reid Patten Managing Director, Dallas (214) 765-1452 Email Reid Patten joined SAMCO Capital Markets in June 2010. Previously, he worked for two years as a financial analyst for Bright Realty, a Dallas-based real estate development firm. Reid graduated from Texas Christian University in 2008 with a degree in finance/real estate. He [...]
