Ms. Kurtz Baxter has twenty years of investment banking and financial and swap advisory experience in the public finance industry. She focuses on plan of finance development, transaction advisory management and provides credit analysis, covenant and debt capacity calculations, debt restructuring, refinancing analysis, swap advisory and rating agency and credit enhancement strategies and presentations for higher education and other non-profit clients. In addition, she provides guidance on the investment of bond proceeds and derivative products.

Before founding Callowhill, Ms. Kurtz Baxter served as a Managing Director at Fairmount Capital Advisors. She also served as an Assistant Vice President and Analytical Department Manager of a regional investment banking firm, where she assisted in the structuring of fixed rate, variable rate and synthetic debt for nonprofit borrowers.

Ms. Kurtz Baxter has a Bachelor of Science in Business Administration from The College of New Jersey and an MBA in finance and management of information systems from Drexel University. She is a member of Drexel University’s MBA Career Services Advisory Board. Ms. Kurtz Baxter is a Series 50 and Series 54 licensee and has been a licensed Municipal Securities Principal (Series 53) as well as Series 7 and 66 licensee and has successfully completed the Uniform Certified Public Accountant (CPA) examination program.