Stifel Education Group
The country’s leading underwriter of K-12 school bonds and an experienced regional partner to K-12 schools from one sea to the other.
As the country’s leading K-12 underwriter, we understand our job goes beyond underwriting. We are here to listen and provide a tailored value-added service, gain your mutual respect and build a long term partnership. The bonds we value the most are the ones established with you.
Stifel K-12 Public Finance 2024 Year in Review
Learn MoreEducation Subsectors
Representative Transactions
Phoenix UHSD No. 210
Phoenix, Arizona
Public 9 – 12
K-12 Public Schools
Mar 2024
Chandler USD No. 80
Chandler, Arizona
Public K – 12
K-12 Public Schools
Mar 2024
Agua Fria UHSD No. 216
Avondale, Arizona
Public 9 – 12
K-12 Public Schools
Jan 2024
Dollar volume represents full credit to each underwriter. All transaction announcements appear as a matter of record only. Stifel collectively refers to Stifel, Nicolaus & Company, Incorporated and other affiliated broker-dealer subsidiaries of Stifel Financial Corp.
Accolades
Leader
Stifel is the No. 1 underwriter of negotiated issues for public school districts in the United States.*
Innovative
Stifel’s scenario-based financial modeling is being used by more than 186 independent schools. **
Community-Focused
Stifel has more than 250 banking professionals working across the United States.
*LSEG (Full to Book Equal if Joint) negotiated K-12 transactions ranked by number of issues and par amount. As of Jan. 1, 2025
** The Bond Buyer, Bloomberg, Ranked by number of lead managed negotiated issues. As of August 2025
Team
Anne Noble
Managing Director, Chair
Saint Louis
John Kim
Managing Director, Head of K-12 Charter Schools
Los Angeles
Dev Talvadkar
Managing Director, Head of K-12 Independent Schools
Bethesda
Brad Angst
Managing Director
Austin
David Arteberry
Managing Director
Kansas City
Robert Barna
Managing Director
Los Angeles
Josh Benninghoff
Managing Director
Denver
Lorenzo Boyd
Managing Director
Saint Louis
Megan Burke
Managing Director
Phoenix
Bob Casillas
Managing Director
Phoenix
Chad Christoff
Managing Director
Denver
Toby Cortez
Managing Director
Baton Rouge
Tom Crabtree
Managing Director
Saint Louis
Matt Dugdale
Managing Director
Salt Lake City
Jim Elizondo
Managing Director
Fort Wayne
Ken Funderburk
Managing Director
Montgomery
Guillermo Garcia
Managing Director
San Francisco
Erica Gonzalez
Managing Director
San Francisco
Martin Ghafoori
Managing Director
Saint Louis
Grant Hamill
Managing Director
Phoenix
Kevin Heid
Managing Director
Bloomington
Michelle Hillstrom
Managing Director
Cleveland
Bryan Huskey
Managing Director
Atlanta
Robert Jarosz
Managing Director
Okemos
Bruce Kerns
Managing Director
San Francisco
Patrick King
Managing Director
Columbus
Whitney Laird
Managing Director
Baton Rouge
Michael Lavallee
Managing Director
Phoenix
Bryan Lundberg
Managing Director
Phoenix
Trey Monroe
Managing Director
Atlanta
John McShane
Managing Director
Pittsburgh
Edward Murray
Managing Director
Conshohocken
Ike Papadopoulos
Managing Director
Naples
Mark Quinn
Managing Director
Philadelphia
Tom Reedy
Managing Director
Chicago
Brent Robertson
Managing Director
Columbia
Nancy Rocha
Managing Director
Dallas
Matt Schumaker
Managing Director
Indianapolis
Charlie Sides
Managing Director
Baton Rouge
Michael Short
Managing Director
Kansas City
Randie Stein
Managing Director
Phoenix
Andrew Tritt
Managing Director
Atlanta
Frank Vega
Managing Director
Los Angeles
Amy Canfield
Director
Denver
Gina DiMartino
Director
Saint Louis
Rebecca Esrock
Director
Saint Louis
Nate Fretz
Director
Bloomington
Chris Hoffert
Director
Philadelphia
Matt Johansen
Director
Dallas
Dane Kopinski
Director
San Antonio
Bret Shogren
Director
Wichita
Natasha Walth
Director
Boston
Stan Jones
Vice President
Kansas City
Jeremiah Miller
Vice President
Michelle Woodruff
Vice President
Denver
Stifel Municipal Bond Calendar
Stay up to date on Stifel’s municipal bond activity throughout the United States. Our Municipal Bond Calendar showcases selected negotiated offerings that include anticipated par amounts, pricing dates, and Preliminary Official Statements. See important disclaimer information here.
| Anticipated Pricing Date | Type of Financing | State | Issuer | Issue | Anticipated Par | Rating (s) Moodys, S&P, Fitch | Federal Taxes | State Taxes | Preliminary Official Statement |
|---|---|---|---|---|---|---|---|---|---|
| 03/31/2026 | Education (K-12/Public) | California | Alvord Unified School District | Election of 2022 General Obligation Bonds, Series B | 46,000,000 | - / A+ / - | Exempt | Exempt | View |
| 03/31/2026 | Education (K-12/Public) | Michigan | Jenison Public Schools | 2026 Refunding Bonds(General Obligation - Unlimited Tax) | 13,565,000 | Aa3 / - / - | Exempt | Exempt | View |
| 03/31/2026 | Education (K-12/Public) | Pennsylvania | Beaver Valley Inter Unit | Educational Facility Revenue Bonds, Series of 2026 | 8,000,000 | A2 / - / - | Exempt | Exempt | View |
| 03/31/2026 | Education (Charter Schools) | Florida | Capital Trust Authority | Educational Facilities Revenue Bonds(The Learning Center Project), Series 2026A | 1,575,000 | - / - / - | Exempt | Non-Exempt | View |
| 03/31/2026 | Education (Charter Schools) | Florida | Capital Trust Authority | Taxable Educational Facilities Revenue Bonds(The Learning Center Project), Series 2026B | 135,000 | - / - / - | Non-Exempt | Non-Exempt | View |
| 04/01/2026 | Education (K-12/Public) | Louisiana | Consolidated School District No. 11 of Natchitoches Parish | General Obligation Bonds, Series 2026 | 12,545,000 | - / A / - | Exempt | Exempt | View |
| 04/01/2026 | Education (Charter Schools) | California | California School Finance Authority | Charter School Revenue Bonds(Larchmont Charter School Project)Series 2026 | 19,735,000 | - / BB+ / - | Exempt | Exempt | View |
| 04/06/2026 | Education (Community College) | Illinois | John A Logan Community College District No. 530 | Taxable General Obligation Community College Bonds, Series 2026C | 3,285,000 | - / A+ / - | Non-Exempt | Non-Exempt | View |
| 04/06/2026 | Education (Community College) | Illinois | John A Logan Community College District No. 530 | General Obligation Community College Bonds, Series 2026D | 16,770,000 | - / A+ / - | Exempt | Non-Exempt | View |
| 04/07/2026 | Education (K-12/Public) | California | Perris Union High School District | 2026 Special Tax Revenue Refunding Bonds | 30,000,000 | - / A / - | Exempt | Exempt | View |
| 04/07/2026 | Education (K-12/Public) | Indiana | West Clark 2000 School Building Corporation | Ad Valorem Property Tax First Mortgage Refunding Bonds, Series 2026 | 12,020,000 | - / A / - | Exempt | Exempt | View |
| 04/08/2026 | Education (K-12/Public) | Michigan | Orchard View Schools | 2026 Refunding Bonds(General Obligation - Unlimited Tax) | 5,890,000 | - / A / - | Exempt | Exempt | View |
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Stifel underwrites debt on behalf of municipalities throughout the nation. The bond issues represent selected negotiated offerings in which the firm will participate in. These bonds are subject to prior sale. This offering calendar is for information purposes only, and is not intended as an offer for solicitation with respect to the purchase or sale of any securities. New issues are offered by Official Statement only, which can be found by clicking the “POS button” for each respective deal under the Preliminary Official Statement column. Stifel encourages investors to work with their personal financial advisor when making decisions about buying or selling any security. These decisions should be guided by an overall financial plan specific to individual objectives, tax considerations and risk tolerance, as well as to market environments that may affect investments. If you have any questions regarding the process for selling municipal bonds at Stifel, please consult your financial advisor.
