Chuck Procknow

Chuck Procknow is a Managing Director in Stifel's Higher Education & Nonprofit Finance practice. Mr. Procknow has built a national practice focusing on the tax-exempt financing needs of independent primary and secondary schools. He has also provided underwriting and municipal advisory services for higher education institutions, healthcare and social services institutions, museums, and biomedical research-related institutions. During his career, Mr. Procknow has served as senior banker for more than 300 tax-exempt bond issues for nonprofit clients across the country. Mr. Procknow's client base includes some of the most established independent schools, including Phillips Exeter Academy (Exeter, NH), Groton School (Groton, MA), Thacher School (Ojai, CA), and Sidwell Friends School (Washington, D.C.), as well as regional schools such as Barstow School (Kansas City, MO), Marlborough School (Los Angeles, CA), John Cooper School (Woodlands, TX), and The Hun School of Princeton (Princeton, NJ). Mr. Procknow joined Stifel in 2019 through its acquisition of substantially all of the assets of George K. Baum & Company (GKB), where he worked for 12 years. Prior to joining GKB, he served 17 years as head of State Street Bank & Trust Company's Public Finance Department, where he was responsible for all public sector investment banking activities. He is recognized nationally as one of the leading bankers for integrating interest rate swaps into borrowers' plans of finance. Mr. Procknow has been quoted in The Chronicle of Higher Education, The Wall Street Journal and The Bond Buyer. He published an article on capital financing in Independent School magazine and has been a regular presenter at a range of industry conferences, including the National Business Officers Association (NBOA), National Association of Independent Schools (NAIS) National Conference, CASE/NAIS Annual Meeting National Conference, and the Association of Independent Research Institute (AIRI) Annual Meeting. Mr. Procknow received an M.B.A. from the University of Chicago and a B.S. from Emory University.