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, [...]
Cristi Stephenson Associate, Plano (214) 765-1472 Email
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.
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
