James P. Fitzgerald

Jim is a Managing Director of Sales, Trading & Underwriting for BMO Capital Markets in the Fixed Income group. In this role, Jim is responsible for the overall functioning of the U.S. Fixed Income organization’s securities acquisition and distribution activities. He has more than 30 years of experience in all phases of the municipal bond industry. Prior to joining our firm, Jim was with KeyBanc Capital Markets in a Public Finance leadership role from 2005 to 2008 where he quadrupled institutional sales and more than doubled the book of business on the remarketing desk. Prior to KeyBanc, he was with Legg Mason for eight years responsible for all aspects of the Municipal Bond Department. During Jim’s career, he has held leadership positions at Banc One; his own firm, Fitzgerald Davis & Associates; Kemper Securities; Blunt Ellis & Loewi; and Paine Webber. Jim has served as Chairman of the NASD District 8 Business Conduct Committee and he served on the NASD National Fixed Income Committee. He also served on the Municipal Securities Rulemaking Board (MSRB) for two terms and was elected Vice Chairman from Oct of 2001 through Sept of 2002.

Jim received a B.A. from Xavier University and holds series 7, 24, 52, 53 and 63 NASD licenses.

Back to top

Lyle McCoy

Lyle McCoy is head of the U.S. Public Finance and Infrastructure Banking group of BMO Capital Markets. Based in Chicago with current offices in New York and San Francisco the group specializes in providing debt structuring, underwriting, financial and infrastructure advisory services to all types of U.S. municipal and not-for-profit groups including state and local governments, public and private educational institutions, healthcare institutions, public power, as well as, port and transportation sectors.

Lyle is a 27-year corporate finance industry veteran. Since joining BMO Capital Markets in 1982, he has held various roles of increasing responsibility. Previously he was a Managing Director in BMO’s Financial Products group where he was instrumental in growing the firm’s Chicago-based U.S. derivatives practice. He has also worked in BMO’s Toronto and Vancouver offices in corporate and government banking where he focused on covering Crown, provincial and other government-owned related agencies. As well, he has held positions in structured finance and credit groups.

Lyle holds an MBA from York University and a Bachelors Degree in Political Science and Economics from Queen’s University in Canada.

Back to top

James L. Kubik

James L. Kubik is Managing Director in the BMO Capital Markets Fixed Income group. He is a founding Principal of Chicago-based Griffin, Kubik, Stephens & Thompson, Inc. (GKST) which was acquired by BMO Capital Markets in 2008. Jim received his degree from Northern Illinois University and began his career in investment banking in 1971. For over 30 years, he has specialized in the formulation and implementation of investment strategies for financial institutions. He bears overall responsibility for Public Finance activities. His extensive experience has also encompassed primary market underwriting and secondary market trading. He has also served for many years on the Northern Illinois University Foundation Board where he has served as an integral part of the Investment Committee.

Back to top

Mary Lee Corrigan

Mary Lee Corrigan is Managing Director and Head of Operations of the BMO Capital Markets Fixed Income group. She began her investment banking career in 1978 with Bonniwell & Co., Inc., a Chicago-based municipal financial specialist, where she was Vice President and Controller. Mary Lee joined Griffin, Kubik, Stephens & Thompson, Inc. in 1984 until it was acquired by BMO Capital Markets in 2008. She is responsible for the day-to-day operations of the Fixed Income group. In addition, she oversees the legal, regulatory and municipal research areas. Mary Lee is a former member of the NASD District Business Conduct Committee, the Bond Market Association G-37 Task Force and has been actively involved with the industry's secondary market disclosure program. She received a Bachelor of Arts degree from the College of St. Catherine's and received her MBA from the University of Chicago.

Back to top