Michael J. Loguercio, President, CIPMA
During Mr. Loguercio’s ten years at the Federal Reserve Bank of New York, his numerous positions included roles as a staff accountant, budget analyst and benefits coordinator. He is now entering his sixteenth year at Munistat Services. He has served as guest lecturer at the school business officer certification course at C.W. Post and has spoken to numerous boards and organizations on issuer-related matters. Mr. Loguercio serves as a member of the volunteer fire department in Mount Sinai and as the Department Treasurer. He received a Bachelor of Arts from Hunter College of the City University of New York.
Noah H. Nadelson, Chief Executive Officer, CIPMA
Prior to joining Munistat in August of 2002, Mr. Nadelson’s career started in 1997 as an Investment Advisor in the corporate headquarters of UBS PaineWebber in New York, NY. Working with a team of advisors in the Private Client Group, he was responsible for constructing municipal bond portfolios for institutional investors and high net worth individuals. He has served as guest lecturer at the school business officer certification course at C.W. Post and has spoken to numerous boards and organizations on issuer-related matters. Mr. Nadelson is a member of the NYS GFOA, Long Island Village Clerks and Treasurers Association, and the NYS Association of School Business Officials. He is also a member of the Municipal Bond Club of New York and has taught at the “Bond School” held at the Securities Industry and Financial Markets Association on the role of Financial Advisors. He is a registered Municipal Advisor (Series 50) and has been licensed as a General Securities Representative (NASD, Series 7), as a Uniform Securities Analyst (NASD, Series 63), as a Registered Investment Advisor (NASD, Series 65). He received a Bachelor of Arts Degree in Economics from the State University of New York at Stony Brook.
Robert F. Sikora, Founder, CIPMA
Mr. Sikora founded Munistat Services, Inc. in 1977. He has a B.A. from Duke University and an M.B.A. from CUNY Baruch College. He held positions as a Municipal Finance Analyst for the Nassau-Suffolk Bi-County Regional Planning Commission, Municipal Bond Rating Analyst for Moody’s Investors Service, and Financial Advisor to local governments and school districts in New York State for the Municipal Consulting Service of Marine Midland Bank before founding Munistat. He served as a member of the Long Island Regional Council of the NYS GFOA from its inception until 2008. He also served as a member of the Board of Directors and as a President of the National Association of Independent Public Finance Advisors (NAIPFA, now NAMA – National Association of Municipal Advisors). Mr. Sikora remains of-counsel to Munistat.
Ginger Peters, Senior Vice President
Throughout her more than 20 year career with Munistat, Ms. Peters has become an integral part of the team. Ms. Peters works closely with the advisors on the coordination and marketing of bond and note issues, including the preparation of Official Statements and Notices of Sale. Ms. Peters provides leadership to the staff for administrative tasks and the day to day operations of managing the office.
Tom Cartwright, Assistant Vice President
Mr. Cartwright joined Munistat in 2011 after receiving his M.B.A in Finance from Dowling College. Prior to Dowling, Mr. Cartwright attended the State University of New York at Stony Brook where he received a Bachelor of Arts Degree in Economics while minoring in Business Administration. While attending Stony Brook University, he was the part of the Stony Brook Roller Hockey Club where he held the roles of Treasurer, Vice President, President, and after graduating he became a member of the club’s coaching staff. During his time at Munistat, Mr. Cartwright has completed advanced courses in DBC Finance and is the point of contact for performing quantitative analysis for new money financings and refundings. He has also assisted various municipalities with multi-year projections and debt management affordability models.
Katy Vazquez, Associate
Ms. Vazquez recently joined the team at Munistat. She received her Bachelor of Business Administration Degree in Finance & Investments from CUNY Baruch College. Prior to Munistat, Ms. Vazquez worked for a national insurance company in the claims department, negotiating bodily injury cases resulting from auto accidents. She became a Supervisor where her role shifted to monitoring and auditing associate’s files to ensure compliance. She then worked for one of the top personal injury law firms in New York as a Case Manager, where she resumed negotiating bodily injury cases for victims. Ms. Vazquez has assisted clients with the preparation of rating agency presentations and annual disclosure documents. She has been focusing on maintaining and building client relationships with all market participants, and furthering industry initiatives through her involvement in various local government and school district professional organizations.
Thomas McCarthy, Associate
Prior to joining Munistat, Mr. McCarthy was an investment advisor with Morgan Stanley and Bank of America Merrill Lynch’s Global Wealth Management divisions, respectively. Throughout his tenure in this role, Mr. McCarthy worked alongside internal bond analysts, portfolio managers, and the municipal sales desk, in order to construct and maintain tailored strategic municipal debt portfolios for high net worth investors. Mr. McCarthy also specialized in the implementation, and continued performance monitoring of defined benefit plans (pensions) and defined contribution plans (401k). He holds his BBA Summa Cum Laude from Dowling College and has held both the Series 7 (General Securities Representative) and Series 66 (Registered Investment Advisor) licenses as well. Outside of Munistat, he is a SCUBA diving instructor, underwater photographer and boat captain. He is a frequent guest speaker and internationally published writer on the subject and has been a featured shipwreck expert on the History Channel. At Munistat, Mr. McCarthy has assisted in the preparation of Official Statements, continuing disclosure requirements, preparation of amortization schedules and the creation of various databases to streamline procedures.