OUR TEAM

Kevin Strom is an executive managing director and head of Ziegler Capital Markets (ZCM). In his role, Kevin is responsible for all aspects of institutional sales, trading, underwriting and operations of ZCM. Kevin serves on Ziegler’s Executive Committee and also serves on Ziegler's Board of Directors.

Kevin joined Ziegler’s sales team in 2007 and rapidly became the national sales manager. At the direction of the Ziegler Board of Directors and Ziegler senior management, he was tasked with building out a more robust fixed income capital markets presence for Ziegler. Through market crisis and its aftermath, ZCM has grown to a team of well over 30 fixed income professionals.

Kevin has spent the last 36 years developing, growing and managing fixed income trading and sales teams in Chicago. Prior to joining Ziegler, he held institutional sales and overall department management roles at Griffin, Kubik, Stephens & Thompson, Inc., LaSalle/ABN AMRO and Dain Rauscher, Inc./RBC Capital Markets.

Kevin received his bachelor of science degree in 1981 from Wheaton College with a degree in political science.

Kevin holds Series 7, 24, 52, 53, 63, and 99 licenses.

John Dinkins joined the capital markets team at Ziegler in 2017. With over 24 years of industry experience, he is responsible for trading municipal bonds at both the intermediate and long-end of the municipal bond curve.

Prior to joining Ziegler, John worked at RBC managing the proprietary municipal trading book. Before his time at RBC, he traded intermediate maturity municipal bonds at Dain Rauscher, Stephens Inc. and JC Bradford & Co.

John received his Bachelor of Science degree in environmental science from Allegheny College. He holds the series 7 and 63 licenses.

Nancy Infelise joined the sales and trading team at Ziegler in June of 2009 as a secondary municipal trader. She has over 20 years of trading experience, most recently at Fifth Third Securities and also Legg Mason and Kemper Securities.

Nancy has a degree in economics from University of Illinois and an M.B.A. from Northwestern University’s Kellogg School of Management.

Craig Naish joined the capital markets team at Ziegler in 2001. Craig is a managing director and heads the Interest Rates & Structured Products trading desk for Ziegler Capital Markets. He has served as a senior vice president, managing the variable rate demand bond (VRDB) book and as a director, overseeing all short-term trading until his appointment to Managing Director in 2010. In his tenure with Ziegler, Craig has overseen the pricing and placement of over $9 billion in short-term fixed income product originated by the firm’s investment banking team, implemented a fully integrated and electronic trading platform for variable interest rate, distressed structure & asset-backed securities, and cultivated key relationships with institutional clients and financial counter parties. He is directly responsible for managing ZCM’s Interest Rates & Structured Products trading desk and also serves as a senior member of the capital markets strategy committee.

Craig began his career in 1996 as a junior trader with Banc One Capital Markets (now JP Morgan) working primarily with the funding and rates desk until promoted to associate director of the Structured Products group where he played a key role in daily interest rate risk trading, product distribution and the creation and execution of the proprietary Municipal Trust Certificate (MTC) Program. In 1999, with the acquisition of First Chicago Bank, he relocated to Chicago to assume a lead role in the consolidation of trading platforms, the placement of over $16 billion in short-term fixed-income securities and derivatives, and the daily market making activities for the firm’s institutional and middle market accounts.

Craig earned a bachelor’s degree in economics from The Ohio State University, Columbus, OH. He is a weekly volunteer tutor and mentor for the Chicago Lights tutoring program and has served as an officer on the boards of the University of Chicago Booth School of Business Partners’ Club and Chicago Lights. He is a FINRA registered representative, a principal, and a member of other industry and professional organizations.

Adam Buchanan joined Ziegler in 2005 and currently serves as lead underwriter for Ziegler’s Capital Market’s desk. Prior to joining the capital markets team in 2009, Adam was an investment banker on Ziegler’s healthcare team.

In 2019, Adam was named Head Underwriter of Ziegler’s Capital markets desk. In this, capacity Adam is responsible for Ziegler’s core non-for-profit banking sectors public market transactions. He has served as lead underwriter on $10 billion of public market transactions. In addition, Adam is responsible for Ziegler’s municipal exchange traded funds market making capital markets business.

Prior to joining Ziegler, Adam was an analyst in the public finance group of Stone & Youngberg LLC. He holds security license designations of Series 7, 24, 52, 53, 63, 79 and 24. He received a B.A. in History from Brown University.

Scott Determan joined Ziegler in 2001 and is currently a director overseeing Ziegler Capital Markets’ Structured Products Practice. To date, he has led the structuring of over 500 interest rate management and reinvestment products ranging from interest rate swaps, caps and collars, basis swaps, total return swaps, swaptions, escrow portfolios, forward purchase agreements, investment agreements and repurchase agreements. Scott’s responsibilities include product and capital structuring, derivative pricing, product presentation and execution, and comprehensive product risk evaluation. He is also a frequent speaker and contributor on derivative products and their applications to tax-exempt organizations.

Prior to joining Ziegler, Scott spent two years with Morningstar® where he led key roles in statistical portfolio analysis published in numerous Morningstar® products and reports. Additionally, he was responsible for multi-level analysis on mutual funds, variable annuities, and variable life products.

Scott earned a B.B.A in economics from the University of Iowa. He is a FINRA registered representative and a member of other industry and professional organizations.

Jeffrey Chung joined the sales and trading team at Ziegler in March 2011. Prior to working in the municipal bonds industry, he spent five years working in management and technical consulting. Jeffrey has over nine years of experience working in municipal bonds, working at Citigroup in institutional sales from 2002-2010.

Jeffrey earned his B.A. in economics from Northwestern University in Evanston, IL and his M.B.A. from Duke University.

Bruce Israel joined the Ziegler sales and trading team in September 2008. As a senior vice president with 30 years of experience in institutional sales, Bruce specializes in large, institutional mutual fund groups and their separately managed account practices.

Prior to joining Ziegler, he spent five years as an institutional salesman for RBC Capital Markets in St. Petersburg. Prior to RBC, Bruce spent 15 years with William R. Hough & Co. in St. Petersburg, Florida as the national sales manager.

He earned a B.A. in history and psychology from Duke University and a M.B.A from the University of Florida specializing in finance. Bruce also holds industry registrations Series 7, 24, 53 and 63. He is the designated registered principal for the Sarasota office.

Christopher Wray joined the sales and trading team at Ziegler in September 2008 as a vice president specializing in high-grade trading. He has a 20-year career in institutional and retail trading that began at Shearson Lehman Brothers in the municipal bond department as a retail-marketing specialist in 1987. Prior to joining Shearson Lehman Brothers, Christopher spent 15 years as a municipal retail/institutional trader with Prudential Securities in Boca Raton, Florida and spent the last four years as a senior retail trader with RBC Capital Markets in St. Petersburg, Florida.

Christopher has a B.A. from University of Michigan.

Matthew Brock joined the sales and trading team at Ziegler in early 2011. He brings more than eight years experience in both sales and trading. Matthew began his career with Wells Fargo Advisors in St. Louis, Missouri.

Matthew has a B.S. in finance from Florida Atlantic University.

Ed Jones joined the Ziegler sales and trading team in October 2014 in New York. As vice president with 20 years of experience in the business, Ed specializes in large, institutional mutual fund groups and their separately managed account practices.

Prior to joining Ziegler, he spent four years as an institutional salesman for Lebenthal in New York. Prior to Lebenthal, Ed spent some time at Wedbush in 2009, and Citigroup from 1997-2008.

Ed earned a B.A. in marketing from Stockton University in NJ. He also holds industry registrations Series 7, 52 and 63.

Hunter Thorson joined the capital markets team at Ziegler in 2016 focusing on institutional sales. During the summer of 2013, he also worked as an intern on the capital markets desk.

Prior to joining Ziegler, Hunter was a sales consultant for a start-up packaged products firm, Elkhorn Investments. While there, he focused his efforts on asset managers throughout the Southeast and Great Plains.

Hunter earned a degree in business and economics from Wheaton College. He holds Series 7 and 66 securities licenses.

Matt Dunn joined the capital markets team at Ziegler in 2018. 

Prior to joining Ziegler, Matt worked at Raymond James contributing to the development of both retail and 401(k) assets, as well as RBC where he worked on their proprietary municipal trading desk.

Matt received his Bachelor of Arts degree in political science and journalism from the University of Richmond. He holds the series 7, 52 and 66 licenses.

Daniel Lojek joined Ziegler in 2018. His primary responsibilities include competitive underwriting and providing support to the head underwriter. Previously at Ziegler, Daniel served as an analyst within the senior living finance practice providing technical support, performing high-level financial analysis of current and prospective clientele, as well as detailed credit analysis, and providing industry research and analysis to address the needs of clientele.

Maureen Egan joined the sales and trading team at Ziegler in 2001 and is currently a trading specialist overseeing Ziegler Capital Markets’ variable rate demand bond portfolio comprised of multi-modal variable rate reset securities with a demand feature. In this role, she manages the daily re-pricing, remarketing and regulatory processes associated with the variable rate demand products and has assisted in the management and placement of over $7 billion in variable rate demand bond origination. Additionally, Maureen maintains the desk’s daily regulatory and compliance mandates for the various proprietary products managed and originated by Ziegler.

Prior to joining Ziegler, Maureen spent four years with the mutual fund manager Van Kampen in the Unit Investment Trust operations division. She played key roles in supporting finance professionals and customers through numerous transactions within the fund manager’s platform.

Maureen earned a bachelor of science degree in management from Eastern Illinois University and holds a Master of Business Administration degree from DePaul University. She is also a FINRA registered representative.

Terri Wade-Hollis joined the capital markets operations team at Ziegler in 1993. As an operations associate who has been with the department for 20 years, she works closely with customers in processing and settling Ziegler’s municipal primary and secondary trading accounts. Prior to working in operations, Terri also worked in other areas of the firm, including accounts payable and administration.

Terri holds a certificate of completion for bond school from The Municipal Bond Club of Chicago. In 2010, she was the recipient of the Ziegler Paragon Award. In 2008, Terri was also awarded the Ziegler Certificate of Achievement for Integrity Service.