Robert M. Phillips Managing Director, Dallas (214) 765-1408 Email Mr. Phillips is a Managing Director of SAMCO Capital Markets. His primary emphasis is providing fixed-income security investments to financial institutions, as well as educational and municipal government entities. In 1977, after receiving a BBA in Finance from the University of Texas [...]
Phillip Price Trader, Government, Austin (512) 794-9100 Email Mr. Price is a Managing Director at SAMCO Capital Markets and has been working in the securities business since 1985. He joined SAMCO in 1991 in a trader/sales role, and primarily trades mortgage-backed securities, as well as acts as backup trader for all [...]
Louis Rowlett Managing Director, Dallas (214) 765-1409 Email A Managing Director in Institutional Fixed Income Sales, Mr. Rowlett began his career with a Dallas based bank holding company in 1983 before joining Dean Witter Reynolds, Inc. in Dallas. His 32 years experience also includes 11 years with Principal Financial Securities in [...]
Bob Shiels Managing Director, Dallas (214) 765-1419 Email Mr. Shiels has over 15 years’ experience in fixed-income trading and sales. He began his career with First Southwest Company where he traded fixed income products for Public Fund clients and the firm’s correspondent firms. In 1992, he joined Southwest Securities and was [...]
Steve Sledge Managing Director, Dallas (214) 765-1442 Email Steve Sledge has been with SAMCO since 1991, now serving as Managing Director of Municipal Trading and Underwriting. He graduated from the University of Texas with a BBA in Finance in 1976.
Cristi Stephenson Associate, Plano (214) 765-1472 Email
Jacob Thompson Managing Director, Dallas (214) 765-1432 Email Jacob Thompson re-joined SAMCO in April 2010 as Managing Director of Investment Banking. Heading up the firm’s Financial Institutions Group, he is responsible for providing M&A, advisory and valuation services to the financial institutions industry, primarily focusing on community and commercial banks. Previously, [...]
Kim Treaster Manager of Operations, Austin (512) 637-3804 Email Enter Bio Information Here
Duane L. Westerman Senior Managing Director, San Antonio (210) 832-9760 Email Duane L. Westerman brings over 25 years of experience from a variety of reputable public finance firms and professionals, including working with his father Floyd for 20 years. As Managing Director of Public Finance at SAMCO, he provides financial advisory [...]
Nicholas Westerman Director, San Antonio (210) 832-9760 Email Nicholas Westerman joined SAMCO in 2015, after having worked for the Municipal Advisory Council of Texas. He provides economic and financial research support, as well as assisting in debt structuring scenarios and tax rate analysis. He is registered with the Financial Industry Regulatory [...]
