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Senior Associate Josh Goodman graduated from Southern Illinois University in 2018 completed his Master of Finance at DePaul University in 2021. Prior to joining Bancroft, Josh was an Investment Banking analyst at Spartan Capital Securities where he worked transactions for both public and private companies including initial public offerings, uplistings, registered direct equity offerings and […]

Susan Gress is a Director with over 30 years of experience in Fixed Income Sales and Trading. She is responsible for the development of the Corporate bond desk at Bancroft. She has a diversified range of expertise in sales, trading and execution, investment performance and portfolio analysis. Ms. Gress has a Bachelor of Science degree […]

Raymond Ray Hally is Director of Equity at Bancroft Capital. He brings over 25 years of experience in the equity securities arena. Before joining Bancroft, Mr. Hally spent 8 years as Director of Equity at Drexel Hamilton, where he oversaw all equity trading. He was the firm’s fourth employee and worked in tandem with Cauldon […]

Steven Ivcic joined Bancroft Capital in June of 2018 to oversee the entire Fixed Income department. A highly respected industry veteran with more than 40 years of experience in fixed income sales and trading, Mr. Ivcic is responsible for building out Bancroft’s involvement in agencies, corporates, mortgages, and municipals. After starting his career at Prudential […]

Jesse J. Jefferson, Senior Vice President joins Bancroft Capital with over 30 years of experience in institutional fixed-income sales. Prior to joining Bancroft, Jesse worked at bulge bracket and regional firms including Dean Witter Reynolds, Paine Webber, Lehman Brothers, Stephens Inc. and Drexel Hamilton. Mr. Jefferson has comprehensive knowledge in the structure and sale of GSE […]

Katherine Kullmann is Vice President of Municipal Underwriting at Bancroft Capital. Kullmann serves as the primary negotiated underwriter working out of the firm’s Fort Washington headquarters. Kullmann comes to Bancroft from Barclays Capital, where she worked on the municipal credit origination desk. She gained extensive underwriting experience at Citigroup, where she began her career and […]

Colleen M. Lindh brings over 20 years of industry experience. She started her career at N.D. Meyer & Co. a boutique municipal bond broker-dealer located in Philadelphia. In her 18 years there, she advanced from office clerk to Vice President of Operations, and gained useful insights into various aspects of brokerage operations, finance, and compliance. […]

Texas native Jack Logan brings six years as a commercial banker and over 40 years in municipal business to his position as Director of Municipal Sales. He has served as a national sales manager at previous finance firms, as well as head of sales, trading, and underwriting. Previous employment with UMB Bank, Baum Capital Partners […]

Nic Malas joined Bancroft in May 2023 to expand the firm’s public finance and investment banking capabilities, especially in the transportation sector. A longtime investment banker with nearly three decades of experience – primarily at UBS, Siebert, and Jefferies – Nic has lead-managed over $21 billion in tax-exempt and taxable transportation finance and project finance […]