HilltopSecurities Expands Eastern Region Public Finance Group

Rhea-AI Summary

HilltopSecurities has expanded its Eastern Region Public Finance team by adding five seasoned investment banking professionals across New York, Massachusetts, Georgia, and Florida. Senior Vice President David Orise, along with Vice Presidents Casey Fox and Sophie Jean, Analyst Alex Pope, and Regional Office Administrator Tricia Helenbolt, will be led by Senior Managing Director Ike Papadopoulos. This move aims to strengthen the firm's strategic growth in investment banking, leveraging decades of combined public finance experience to enhance client partnerships.

Positive

• Expansion of the Eastern Region Public Finance team by adding five experienced professionals.
• Strengthening of strategic growth in the investment banking business.
• Collective expertise of new team members expected to enhance client partnerships.

Negative

• None.

HilltopSecurities today announced the expansion of their Eastern Region Public Finance team with the addition of five investment banking professionals in New York, Massachusetts, Georgia, and Florida. David Orise will serve as senior vice president, Casey Fox and Sophie Jean will serve as vice presidents, while Alex Pope will serve as an analyst, and Tricia Helenbolt will serve as regional office administrator. Senior Managing Director Ike Papadopoulos will lead the new team members in addition to a broader group of other professionals working in the municipal advisory and investment banking areas of public finance. The regional team includes close to 20 professionals.

Papadopoulos joined HilltopSecurities in October of 2020 and will be recruiting and assisting in expanding the firm’s presence in the Eastern Region in Public Finance.

“Bringing on the talents of these five individuals is another step in HilltopSecurities’ strategic growth in our investment banking business,” said Papadopoulos. “Their decades of combined experience and insight across a range of public finance sectors will help us better partner with the clients we serve. I look forward to working closely with them as we continue to expand our public finance business.”

“HilltopSecurities is excited about the opportunities ahead as we welcome David, Casey, Sophie, Alex, and Tricia,” said Vice Chairman and Head of Public Finance David Medanich. “The continued growth in our Eastern Region in our Municipal Advisor and underwriting teams will enhance all the services we offer and provide to our current and future clients. This reinforces our goal to always provide high quality, trusted advice, with our vast resources to continue to be the leading municipal investment bank.”

David Orise

Orise brings 15 years of financial services experience to his role. He joins HilltopSecurities’ Atlanta office from TD Bank, N.A., where he served as vice president and relationship manager of the Higher Education and Not-for-Profit group. While he was there, he worked to generate approximately $180 million in funded loans and booked new business within credit limits. Orise received a bachelor’s degree in engineering from the Georgia Institute of Technology, a bachelor’s degree in mathematics from Morehouse College, and an MBA from the Kellogg School of Management at Northwestern University.

Casey Fox

Fox joins HilltopSecurities’ Boston office from PFM, where he served as senior managing consultant advising and executing issuances of over $7 billion in fixed income securities and private bank loans. His client base included public state institutions nationwide and private colleges and universities throughout the northeast. While at PFM he also held various other roles, including senior analyst and analyst. Fox has nine years of financial services experience. He received a bachelor’s degree in applied economics and management from Cornell University.

Sophie Jean

Jean joins HilltopSecurities’ New York City office with 10 years of financial services experience, most recently serving as an associate at Janney Montgomery Scott. Prior to her time there, she served as an analyst at TD Securities. She also has professional experience as a public finance analyst working on transactions for issuers in New York. Jean received her bachelor’s in finance from St. John’s University and is a member of Northeast Women in Public Finance.

Tricia Helenbolt

Prior to joining HilltopSecurities’ Naples, Florida office, Helenbolt served as the director of communications, admissions and marketing at the Community School of Naples. During her time there, she increased the school’s revenue by $3.7 million annually by leading new student enrollment. She has more than 20 years of experience in marketing, administration, and development in the education and non-profit sectors. Her professional experience with higher education, independent schools, and charter schools have bolstered a strong understanding of educational institution borrowing. Helenbolt has her bachelor’s degrees in English and comparative literary studies from Occidental College. She also received her paralegal certification from UCLA extension.

Alex Pope

Pope joins HilltopSecurities’ Naples, Florida office where he will specialize in operations and sales. He brings 10 years of operations and sales experience to his new role.

About Hilltop Securities Inc.

Hilltop Securities Inc. delivers forthright advice and tailored solutions to municipal issuers, institutions, broker-dealers, and individuals. The full-service investment bank and registered investment adviser is headquartered in Dallas, Texas, with offices across the United States. Areas of focus include public finance; municipal and taxable fixed income underwriting, sales, and trading; retail brokerage services; securities clearing; structured finance; and securities lending. A wholly owned subsidiary of Hilltop Holdings Inc. (NYSE: HTH), HilltopSecurities’ affiliates include Momentum Independent Network Inc., PlainsCapital Bank, and PrimeLending. Learn more at www.HilltopSecurities.com. Member: NYSE/FINRA/SIPC.

View source version on businesswire.com: https://www.businesswire.com/news/home/20210211005183/en/

FAQ

What is the recent announcement by HilltopSecurities regarding HTH?

HilltopSecurities announced the expansion of its Eastern Region Public Finance team with the addition of five investment banking professionals.

Who are the new hires at HilltopSecurities in relation to HTH?

The new hires include David Orise, Casey Fox, Sophie Jean, Alex Pope, and Tricia Helenbolt.

How many professionals are in HilltopSecurities' Eastern Region Public Finance team?

The Eastern Region Public Finance team includes close to 20 professionals after the recent expansion.

What are the positions of the new team members at HilltopSecurities?

David Orise serves as Senior Vice President, Casey Fox and Sophie Jean as Vice Presidents, Alex Pope as Analyst, and Tricia Helenbolt as Regional Office Administrator.

Who leads the new team at HilltopSecurities?

Senior Managing Director Ike Papadopoulos will lead the new team members and oversee the broader group in public finance.