Robert Lamb


President

Lamont Financial Services


Robert A. Lamb, President (Partner) Mr. Lamb founded Lamont Financial Services Corporation in 1987. He is the lead advisor for most of the Firm’s East-coast operations and directs the Firm’s daily activities and supervises work efforts under its various contracts. Mr. Lamb’s expertise lies in developing new financial strategies for clients by reconciling a variety of competing program, financial and administrative policy goals. Mr. Lamb served on the Board of Directors of the Municipal Securities Rulemaking Board and was elected its Vice-Chair.. Mr. Lamb has been involved in tax backed and revenue bond financings totaling over $165 billion since 1983, largely for water/sewer and transportation infrastructure projects, housing programs, general governmental operations, healthcare, state revolving funds, energy programs and economic development projects. He has also structured and priced over $14 billion in interest rate swaps and swap unwinds. He has worked with states, state agencies, municipalities and Native American Indian Tribes to orchestrate taxable and tax exempt public and private offerings within a wide spectrum of ratings, credits, structures and applications. Mr. Lamb has substantial governmental and advisory experience with budget and finance officials at the state level. He has created analytical models that measure the multi-year impact of key policy/program decisions. He has represented state policy makers in discussions with respect to state and federal legislative initiatives, negotiating provisions that will be beneficial to his clients. In addition, he works with State Treasury Officials and numerous state authorities. Mr. Lamb was among the first investment bankers to become interested in the area of State Revolving Funds (“SRF”) and has been directly involved in the issuance of over $14 billion of revenue bonds for SRF programs in the United States and a further $6 billion for SRF users. He has assisted in the development of revenue bond programs in the states of Colorado, Connecticut, Illinois, Massachusetts, Missouri, New York, Pennsylvania and Wisconsin. Mr. Lamb has been active in the energy efficiency financing since 2002. Mr. Lamb lead a team of professionals in developing a statewide aggregation model for energy efficiency and renewable energy programs and completed the first capital markets financing for the pool using an innovative credit enhancement through a state revolving fund program.. Prior to founding Lamont, Mr. Lamb was a Principal of the firm of L.F. Rothschild & Company, responsible for all infrastructure financings. In that role, he served as senior banker and senior managing underwriter on approximately $1.5 billion in tax-exempt financings, most of which were for wastewater treatment and transportation projects. In addition, he served as the senior banker on over $3 billion in financings in which Rothschild served as co-manager. Before coming to the Street, Mr. Lamb worked for NYS government, first at DOT and then in the Executive Chamber as the Transportation Program Associate in the early 1980’s. As the Transportation Program Associate, he worked with senior staff of the Port Authority of New York and New Jersey to negotiate the bi-state compromise agreement that created the $300 million economic development fund, raised tolls at the bridges and tunnels, raised PATH fares, made various investments at the airports, and had the state of New York vacate its space at the World Trade Center so that it would be re-rented at market rates. Mr. Lamb holds a bachelor’s and master’s degree from State University of New York-Albany as well as a Series 65 Uniform Investment Adviser designation.


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