Janney is pleased to announce that Erin Ortiz has been recognized as a 2019 Rising Star by The Bond Buyer.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, is pleased to announce that Erin Ortiz has been recognized as a 2019 Rising Star by The Bond Buyer.
Ms. Ortiz is a Managing Director of Municipal Research in Janney’s Fixed Income Capital Markets group. She works with institutional sales and trading, public finance, and the higher education and not-for-profit advisory group. She provides credit analysis, conducts research, publishes internal and external reports, and assists with developing rating agency strategies. Ms. Ortiz joined Janney as a municipal credit analyst/strategist in 2017.
Previously, she was an assistant vice president at Moody’s Investors Service as a bond analyst. In this role, she was a lead credit analyst for higher education and not-for-profit issuers across the U.S., primarily in states along the eastern seaboard and in the Midwest. While at Moody’s she authored numerous research reports and spoke at industry conferences on topics of municipal bankruptcy, public private partnerships, and macro trends in the higher education sector.
Prior to her role at Moody’s, she oversaw the financial and programmatic operations at the National Center on Philanthropy and the Law, an academic center at New York University and was also a healthcare consultant to academic medical centers and nonprofit hospitals.
Erin earned a bachelor’s degree in business logistics and a minor in business law from Penn State University and a master’s of public administration and policy from New York University.
The Bond Buyer Rising Stars program honors municipal finance professionals under the age of 40 who have demonstrated leadership skills, are excellent collaborators, have displayed innovation and creativity in approaching their jobs, and have made positive contributions to the community.
About Janney Montgomery Scott LLC
Janney provides advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority, New York Stock Exchange, and Securities Investor Protection Corporation. Additional company information is available at www.janney.com.
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