Stone & Youngberg Holdings Announces Key Promotions

Financial services firm Stone & Youngberg Holdings, together with Stone & Youngberg LLC, has announced key promotions across all areas of the firm, including its municipal sales & trading group, portfolio strategy group, public finance group, taxable group, private client group, and municipal credit group.

Kevin Schultze has been promoted to managing director in the Portfolio Strategy Group, while Brian Fox has been promoted to managing director in the Municipal Sales and Trading Group. In addition, there were nine promotions to vice president level, and two promotions to assistant vice president level.

Kevin Schultze is the firm’s acting chief economist, responsible for developing fixed income strategies for the firm’s institutional fixed income clients. Mr Schultze has more than 20 years expertise in fixed income portfolio management. He works out of Stone & Youngberg’s Chicago office.

Brian Fox has been with Stone & Youngberg for seven years. He began his career in municipal trading in 1996 and has worked for major firms in both San Francisco and New York, including UBS and Bankers Trust, now Deutsche Bank. Mr Fox is based in the San Francisco office of Stone & Youngberg.

Members of Stone & Youngberg promoted to vice president include Mike Blake, in the Municipal Sales and Trading Group, based in San Francisco; Jason Aiello, in the Taxable Group, based in New York; Andrew Blesser, in the Taxable Group, based in Chicago; Mike Finley, in the portfolio strategy group, based in Chicago; Jake Campos, in the public finance group, based in San Francisco; Jared Boldemann, in the private client group, based in San Francisco; John Hutchinson, in the private client group, based in San Francisco; and J.P. Scanlon, in the private client group, based in San Francisco.

The company has said that there are three promotions to assistant vice president, all based in the firm’s San Francisco headquarters: Marie Autphenne in the Municipal Credit Group, Betsy Keyes, in the Municipal Sales and Trading Group, and Charlene Graham, in the firm’s Private Client Group.

Ken Williams, president and CEO of Stone & Youngberg, said: “Stone & Youngberg continues not only to attract but also to retain the industry’s top talent, and this has been of great benefit to the firm. We are very pleased to acknowledge key members of the team for their outstanding performances and contributions.”

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