Lamont Financial Services Corporation
Since its founding in 1987, Lamont Financial Services Corporation has completed financial advisory assignments on over 1,200 series of bonds totaling over $194 billion in par amount. Lamont's experience covers all types of market conditions and financing structures, enabling Lamont to assess the risks, benefits, and appropriateness of various financing alternatives prior to entering the market. Lamont has particular expertise in managing revolving loan programs, loans to localities for infrastructure improvements, and energy efficiency investments.
The Firm’s reputation for quality work and analytical depth in addressing policy, program and financial issues for new program development and existing programs is respected throughout the industry. That reputation is demonstrated by our rankings, in the long-standing relationships we maintain with our clients, often through one or more changes in political administration, and by our leadership role in advocating and achieving credit rating upgrades on behalf of our clients.
Lamont professionals provide a full range of advisory and financial consulting services. The Firm utilizes the varied experience and backgrounds of its advisors to develop customized approaches for each of its clients, from program conception through ongoing implementation. We work to integrate program managers, the finance team, bond and tax counsel, credit enhancement providers, and rating agencies to efficiently implement complex programs.
Robert Lamb, President
Mr. Lamb founded Lamont Financial Services Corporation in 1987. Lamb’s expertise lies in developing new financial products for clients by reconciling a variety of competing program, financial and administrative policy goals. Mr. Lamb is also in charge of the Firm’s derivative practice. Mr. Lamb has been involved in tax-backed and revenue bond financings totaling approximately $200 billion, largely for infrastructure projects, clean energy, water/sewer, transportation, state revolving funds, governmental operations, housing, higher education and healthcare.
Mr. Lamb recently served on the MSRB Board of Directors as a municipal advisor representative from 2010 - 2013. He has worked with states, state agencies and municipalities to orchestrate taxable and tax exempt public and private offerings within a wide spectrum of ratings, credits, structures and applications
Mr. Lamb is licensed as a Series 50 Municipal Advisor Representative and Series 54 Municipal Advisor Principal and served on the Board of Directors of the Municipal Securities Rulemaking Board from 2010 - 2013. Mr. Lamb holds a BA and a MA from the State University of New York-Albany.
Director of Administration
Christina has been with Lamont for over 16 years. As Director of Administrative Services, Ms Alessi works directly with the President to maximize efficiency in firm processes and procedures. Ms. Alessi manages the firm's financial operations and human resource requirements, maintaining firm registrations, and coordination of the firm's strategic plan. Christina leads Lamont's compliance initiative by keeping compliance policies and procedures up to date with SEC and MSRB requirements. Additionally, she facilitates contract execution and invoicing for services performed and ensures that daily operations run smoothly.
Ms. Alessi holds a BA in Psychology from Montclair State University in New Jersey and a Master Certificate in Government Contract Management from Villanova University.
Manuel (“Manny”) Angeles recently re-joined Lamont Financial Services as a Managing Director. Manny is a 30-year veteran of the public finance industry having served in various roles including financial advisor, investment banker and relationship manager, and has advised clients on financial matters including capital planning, debt management, derivative products, cash and liquidity management and short-term investments.
Manny has advised large issuers and led financing teams in structuring and executing large bond financings across various sectors including tax-backed, transportation, water and sewer, higher education and not-for-profit institutions.
Manny has an MBA in Finance from Columbia University’s Graduate School of Business and a BA in Computer Science from Columbia College.
Senior Vice President
Ms. Yin joined the Lamont team in 1998, and has utilized her extensive quantitative background on a substantial number of complex assignments. Ms. Yin has developed computer models for bond structuring, cash flow projections and default tolerance to provide Lamont's clients with a variety of options related to debt issuance structures and the corresponding effects on long-term capital and funding capacity. Her analyses have been an integral part of rating agency presentations and the policy decision-making process. She also assists in the review of legal documents, the performance of financial projections and the creation of rating agency and investor presentations. Ms. Yin also maintains databases of loan pools for several clients in excess of $3 billion.
Ms. Yin holds a Bachelor of Economics in Public Finance from Southwestern University of Finance and Economics (China) and an MBA in Finance from Baruch College, the City University of New York. Ms. Yin holds the designation of Chartered Financial Analyst (CFA) through the CFA Institute. Ms. Yin is a registered Series 50 Municipal Advisor Representative.
Asst. Vice President
Heather Lamb joined the Lamont team in 2014. Trained in the analytic software used for financial planning, Ms. Lamb has assisted with many of Lamont’s clients, working on a variety of projects that include developing interactive models, project feasibility analyses and rating agency presentations.
Ms Lamb holds a BA from Ohio Wesleyan University and is a registered Series 50 Municipal Advisor.
Rebecca Crespo joined the Lamont team in 2021. Prior to joining Lamont, she served as the Associate Project Manager at the New Jersey Educational Facilities Authority. Ms. Crespo primarily provides support to senior team members on transactions, rating agency and capital deployment strategy and new business development. She currently provides advisory support for clients such as the Connecticut Green Bank and the DC Green Bank.
Ms. Crespo holds a B.S. in Business Administration from The College of New Jersey as well an MBA in Finance from Rutgers Business School. She also holds a Series 50 qualification.
Daniel Chou joined Lamont in 2021. His primary responsibilities include providing quantitative analysis and general deal support for the Firm’s advisory activities. His experience includes analyzing comparable pricing and collecting trading data for pricing negotiations, maintaining the debt databases for clients, reviewing bond offering documents and RFP responses, and procuring product services such as liquidity facilities.
Mr. Chou graduated from Baruch College with a B.B.A. in Finance and Investments and holds a Series 50 qualification.