CA K-12 Overview

Since 2010, Stifel has been the leading underwriter of California K-12 school district bonds. We assist local districts in providing financing for facility projects and cash flow borrowing, including new construction, modernization, renovation, and technology improvements. Our work with California school districts includes general obligation bonds, Mello-Roos bonds, certificates of participation, leases, bridge financings, TRANs, the refinancing or restructuring of previously issued bonds, and preparing financial analysis for bond election planning.

Local Presence

Stifel’s local community presence includes 250+ California Private Client Group sales executives who manage over $31 billion in assets. These sales representatives are spread throughout 38 offices which cover all geographic regions of the State. The benefit of having an expansive team dedicated to individual retail investors is the ability to provide local invest opportunities such as purchasing school district municipal bonds.

Meet the CA K-12 Team

SOUTHERN CALIFORNIA | LOS ANGELES

Robert Barna

Robert Barna

Managing Director

(213) 443-5205

rbarna@stifel.com

Dawn Vincent

Dawn Vincent

Managing Director

(213) 443-5006

dvincent@stifel.com

NORTHERN CALIFORNIA | SAN FRANCISCO

Roberto J. Ruiz

Roberto J. Ruiz

Director

(415) 364-6856

rruiz@stifel.com

Bruce Kerns

Bruce Kerns

Managing Director

(415) 364-6839

bkerns@stifel.com

Erica Gonzalez

Erica Gonzalez

Managing Director

(415) 364-6841

egonzalez@stifel.com

HIGH SCHOOL
SCHOLARSHIP PROGRAM

The Fabric of Society Scholarship Program began in California in 2009 scholarships awarded to 20 graduating seniors from 20 public high schools in California. The program now awards scholarships to 50 high school seniors across the United States each year, including 20 California students in 2018.

2018 California Winners

FRESNO USD — Philip Tapia
HESPERIA USD — Alfonso Aguirre
LOS ANGELES USD — Kimbelry D. Rivas Arias
LOS ANGELES USD — Steve Cayetano
LOS ANGELES USD — Stephany Chavez
LOS ANGELES USD — Helen Michelle Hernandez
LOS ANGELES USD — Marco Antonio Vargas
MCFARLAND USD — Monica Naranjo
OAKLAND USD — Sarah Ahlich
OAKLAND USD — Rachel Gold
OAKLAND USD — Joanne Yan
ORANGE USD — Janette Avalos
PARAMOUNT USD — Diego Mejia
RIPON USD — Mallory Michelle Brubaker
SACRAMENTO USD — Olga Tatar
SAN DIEGO USD — Trung Hicu Dinh
SAN FRANCISCO USD — Thi Nha Luc
SAN JACINTO USD — Esmerelda Rizo
VALVEDRDE USD — Wesley Elisa Gonzalez Gomez
WASHINGTON USD — Giselle Vera

STIFEL IS A PROUD SPONSOR OF:

California School Boards Association Association of California School Administrators
California's Coalition for Adequate School Housing California Association of Latino Superintendents and Administrators
Small School Districts' Association CASBO