Steve Perry has experience dating to 1998 as a financial advisor and investment banker to Texas cities, charter schools, community college districts, school districts, private schools and universities and counties. Mr. Perry has broad experience issuing variable rate, fixed rate, synthetic fixed-rate, tax-exempt and taxable debt. In addition, Mr. Perry works with his clients to create long-term debt and investment plans and develops and implements credit rating strategy.
Mr. Perry earned a B.B.A. from the University of Texas at Arlington and an M.P.A. from the University of North Texas.
He is a NASD Registered General Securities Representative and a Registered Investment Advisor. Mr. Perry is a Series 7, 63, and 65.