David Moffett, Managing Director, joined Oppenheimer in 2024 to lead the Firm’s banking efforts in the Southeast. Mr. Moffett is a seasoned public finance, utility and project finance banker with over 20 years of experience in Public Finance banking and deep relationships throughout the Southeast Region and Public Utility sector. Mr. Moffett has expertise in traditional general municipal finance, public utility clients and project finance. Before joining Oppenheimer, Mr. Moffett was an Executive Director in the Southeast, Public Utility and Project Finance Practices at UBS. Recent key transactions include Clay County (FL), Seminole County (FL), Lee County (FL), City of Tamarac (FL), the Louisiana Superdome Renovation Financing, the Metropolitan Nashville and Davidson County Financings, and the State of Louisiana Highway Financing. He previously held positions at Jefferies, Bank of America Merrill Lynch, and A.G. Edwards. Mr. Moffett holds his MBA with an emphasis on Quantitative Business Solutions from Louisiana State University and a B.S. in Statistical Mathematics from Tulane University. Mr. Moffett is also a CFA charter holder, CFA Institute.

Kevin joined PFM in 2013 and is currently a director. At PFM, Kevin has assisted airport clients in developing funding plans for capital development programs and served as financial advisor on various airport financings. He served as financial advisor to airports in Asheville, North Carolina; Columbus, Ohio; Detroit, Michigan; Jacksonville, Florida; Kalispell, Montana; Manchester, New Hampshire; Knoxville, Tennessee; Nashville, Tennessee; Pittsburgh, Pennsylvania; and Salt Lake City, Utah, among others

Prior to joining PFM, Kevin worked for eight years at a national aviation consultancy firm as an airport financial and feasibility consultant. At his prior firm, he conducted financial feasibility analyses and participated in the development of reports for the airport consultant in support of more than $4 billion in airport revenue bond financings supported by general airport revenues, passenger facility charges, and rental car customer facility charges.

Courtney Knight has been a municipal finance professional for almost 40 years. He has rendered financial advice and investment banking services to state and local governments, their agencies and authorities, higher education, K-12 and charter schools and nonprofit organizations across the United States. Courtney is a widely respected financial advisor and investment banker who, during his career, has completed hundreds of financings ranging from as small as under $1 million to almost $4 billion. In January 2022, Courtney was appointed Treasurer of the City of Atlanta. As the City’s Chief of Treasury, Debt and Investments, Courtney heads the team that manages the City’s $6.5 billion debt portfolio including general obligation, water and wastewater and airport revenue bonds as well as other lease and tax increment bonds. His office also governs the use of the City’s fiscal portfolio and executes all cash and investment functions. They are responsible for managing the cash flow of all City accounts with deposits, withdrawals and transfers as well as implementing efficient and cost-effective means for collections and payments. Courtney has long focused on advancing the community and economic development of the communities where he has lived and worked. He currently serves on the GFOA Standing Committee on Economic Development and Capital Planning. Courtney previously served on the board of the Council of Development Finance Agencies and on the Environmental Financial Advisory Board. Nearer to home, Courtney serves on the board of the Development Authority of the Cobb County (Georgia) and heads its Affordable Housing Task Force. Courtney graduated from Harvard College with a degree cum laude in Economics and obtained his MBA from the Stanford Graduate School of Business with concentrations in finance and public sector management. Courtney and his wife Daveitta reside in Atlanta, are the proud parents of three adult daughters and have been blessed with two granddaughters, Grace Alaina and Eden Olivia.

Lynne Funk is Executive Editor at The Bond Buyer. She leads markets coverage and manages guest commentary. Lynne is The Bond Buyer’s Arizent Research Team liaison and contributes to Bond Buyer Conferences, Leaders and podcasts. Lynne previously worked on policy and markets at Municipal Market Analytics and in Policy and Public Advocacy at the Securities Industry and Financial Markets Association.

Susan Wilhelm is the Assistant Director of the Alabama Department of Finance. The department provides innovative, resourceful leadership and service in financial management and operational support across state government. With 13 divisions and more than 350 employees, the Department of Finance claims a number of responsibilities. The Finance Director is the chief financial officer of the state, the advisor of the Governor and the Legislature in financial matters, and is responsible for protecting the financial interests of Alabama. Susan’s responsibilities for the department include the state’s risk management, debt issuances and debt management, communications, federal funding related to the Covid-19 pandemic, and, working with Governor Ivey’s staff, the department’s legislative efforts on behalf of the department’s fiscal operations divisions and real property operations. Before joining the department, Susan served as executive director and general counsel for the state’s Board of Dental Examiners. Raised in Selma, Susan lives in Birmingham with her husband Randy.

Tom Falcone is the President of the Large Public Power Council (LPPC), an association of 29 of the largest not-for-profit public power systems in the United States. Together, LPPC members provide electricity to over 30 million customers in 22 states and Puerto Rico. Prior to joining LPPC, Tom was the chief executive and chief financial officer of the Long Island Power Authority (LIPA), the nation’s third-largest public power utility. During his decade-long tenure, LIPA increased investment in the electric grid by 300% to over $6.4 billion, reduced power outages by 40%, achieved top 10% reliability, brought online the nation’s first utility-scale offshore wind farm, achieved approval of $3.3 billion of transmission investments to integrate 3,000 megawatts of clean energy, implemented smart meters and opt-out time-of-day rates, obtained four credit-rating upgrades, and reduced leverage by 25%, while keeping electric rate adjustments below the rate of inflation. LIPA’s accomplishments were recognized by the American Public Power Association (APPA) with two national achievement awards – the E.F. Scattergood Award for sustained achievement and the Sue Kelly Award for Community Service. Tom is the past chair of the LPPC and also served on the boards of the APPA, the Association of Edison Illuminating Companies, and the Advanced Energy Research and Technology Center at Stony Brook University. Before joining LIPA, Tom was an investment banker and advisor to publicly owned utilities and state and local governments. In that role, Tom raised more than $25 billion for infrastructure investments across the country. Tom received a Bachelor of Science in Economics from the Wharton School of the University of Pennsylvania

Bo Daniels is Managing Director and Head of Public Finance. He is based in Atlanta and has been the senior banker on over $45 billion of financings during his career and worked on numerous higher education, general obligation, sales tax, transportation, water and sewer, single/multi-family housing, and financial products transactions, as well as complex asset-backed and structured financings. He has extensive experience with sophisticated and complex financial products, hedges and variable rate products. Prior to joining Loop Capital Markets and establishing its Atlanta office, Bo was responsible for running the Atlanta public finance office for PNC, Morgan Stanley’s Atlanta office, and Goldman Sachs’s Chicago office, having begun his career with Goldman Sachs in New York. He earned a bachelor’s degree from the University of Southern California and an MBA from the Wharton School of the University of Pennsylvania.

Arunee Monica Cutno joined PNC Capital Markets as a Director in July 2022. She has over 25 years of experience in sales, marketing, finance, and consulting in the United States and Thailand. Monica is based in Raleigh, NC and primarily focuses on tax-exempt bond financing for charter school facilities. Prior to PNC, Monica worked with the Truist Securities charter school group for 3 years. Before joining Truist, Monica was the co-founder and board chair of Envision Science Academy, a K-8 charter school that has been recognized as a NC Model STEM School of Distinction, STEM School of the Year, and U.S. News Best Elementary School and Best Middle School. In 2016, she led the School’s $11.7 million bond transaction to fund the construction of Envision Science Academy’s 62,500 square-foot facility in Wake Forest, NC. Monica’s commitment to education is reflected in her community involvement, where she currently serves as vice chair of the NC Association for Public Charter Schools and chair emeritus of Envision Science Academy. She is also founding board member of the NC Chapter of Women in Public Finance. Originally from Thailand, she has a multi-national background and is fluent in Thai. Monica holds dual bachelor’s degrees in chemical engineering and chemistry from North Carolina State University and an MBA from The University of Chicago Booth School of Business. She also holds the SIE, Series 52, 53, and 63 securities licenses.

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