Will Osborne, CFA

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 is registered with the Financial Industry Regulatory Authority as a General [...]

Will Osborne, CFA2021-05-06T12:11:46-05:00

Casey McLiney

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).

Casey McLiney2021-03-27T23:19:40-05:00

Amy McLiney Perry

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 assist and share in the overall prosperity of the area. She grew [...]

Amy McLiney Perry2021-05-05T13:53:58-05:00

Bob Shiels

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 responsible for trading all mortgage and government-agency products for Southwest's institutional and [...]

Bob Shiels2021-03-27T23:20:50-05:00

Louis Rowlett

A Managing Director and Sales Manager 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 Dallas prior to joining SAMCO Capital Markets in 1998. [...]

Louis Rowlett2021-03-27T22:50:35-05:00

Robert M. Phillips

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 at Austin, Mr. Phillips joined the Asset Management Department at Corpus Christi National [...]

Robert M. Phillips2021-03-27T22:45:07-05:00

Steve Finn

Mr. Finn has been a Managing Director of institutional sales at SAMCO Capital Markets from 1989 to 1995 and most recently since the fall of 2000, serving financial institutions, money managers and trust departments. His career has spanned over 25 years and during that time his business philosophy has incorporated a high degree of professionalism, [...]

Steve Finn2021-03-27T22:36:12-05:00

Quentin Boyd

Quentin Boyd joined SAMCO Capital Markets in April 2010. Quentin is a graduate of Sam Houston State University with undergraduate degree in general business. He is registered with the Financial Industry Regulatory Authority as a General Securities Representative (Series 7) and holds a Uniform Securities Agent State Law License (Series 63).         [...]

Quentin Boyd2021-03-27T22:45:57-05:00

Stacey W. Barnett

Stacey Barnett is a Managing Director of fixed income sales and joined SAMCO Capital Markets in 2005. Stacey is a second generation fixed income salesperson, joining her father who was in the business 35 years. Prior to joining SAMCO, Stacey spent a year as a fixed income salesperson for Stephens, Inc. in Little Rock and [...]

Stacey W. Barnett2021-03-27T22:43:33-05:00
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