Our Team
David Bilby, MSBA
President, CEO, & Chief Compliance Officer
David’s work has covered all areas of city finance, including budgeting, municipal debt management, accounting, user fee studies, fiscal impact analysis, asset management, public/private partnerships, and procurement. He has completed dozens of public financings, together totaling over $1 billion, including CFDs, ADs, COPs, RDA, POBs, and LRBs. As an integral part of a team, he helped complete two successful sales tax measures. The municipal investment portfolios he has directly managed ranged from $50M to $400M.
Credentials:
M.S., Business Administration, Finance concentration, San Diego State University
B.S., Business Administration, Finance concentration, San Diego State University
Certified Public Finance Officer (CPFO), Government Finance Officers Association
Series 50 Municipal Advisor Representative, Municipal Securities Rulemaking Board (MSRB)
Series 65 Registered Investment Adviser Representative, North American Securities Administrators Association (NASAA)
Robert Michalik, BSBM
Executive Vice President & Chief Operating Officer
Robert is a strategic executive leader and change agent with over 25 years of experience driving and optimizing business operations and services for large and diverse organizations, including J.P. Morgan Chase, Caliber Home Loans, and First American. He has led teams of up to 300 employees across the globe, tightly managed operating budgets exceeding $14M, and has an impeccable track record with internal and external facing audits.
Credentials:
B.S., Business Management, University of Phoenix
Series 65 Registered Investment Adviser Representative, North American Securities Administrators Association (NASAA)