Nathan W. Robertson
- Position: Senior Analyst
- Experience:
- Location:
- Email: nathan@lewisyoung.com
- Phone: 801-456-3926
- Cell: 801-870-8682
Personal Experience & Biography
Mr. Robertson joined Lewis Young Robertson & Burningham in 2006. As a member of the firm’s Production Team he works closely with relationship managers to provide quantitative analysis, credit ratings presentations and other services to a number of cities, school districts, charter schools, and water districts.
Experience
- Helped complete over 100 bond transactions totaling over two billion.
- Strong background of long-term financial modeling, quantitative analysis, and debt structuring.
- Participated in a wide variety of construction and refinancing transactions including general obligation, water, sewer, lease revenue, tax increment, charter school revenue, special assessment, and franchise and sales tax revenue bonds.
- Actively works in the development of credit shaping services including the development and implementation of plans to qualify, enhance, and/or secure an investment grade credit rating from the major credit agencies.
- Integrally involved in on-going monitoring of refunding opportunities available, on a daily basis, to all local governments to ensure the highest
Education
- Bachelor of Science, University of Utah
Licenses
- Series 50 – Municipal Advisor Representative
- Series 63 – Uniform Securities Agent-State