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MUFG Investment Grade Debt Capital Markets – Who are we?

With a traditionally strong foundation in the investment-grade sector, MUFG’s Debt Capital Markets team provides a full suite of financing and fixed-income advisory services to both private and public markets. The group serves corporate clients across various industry verticals in the Americas. MUFG has consistently ranked among the top advisors to issuers of investment grade bonds and loans over the past 5 years.
 

Capital Market Updates

For earlier publications, please reach out to the team.

DateTitleLink
04/05/2024MUFG Capital Markets Weekly IG Market UpdateLearn More
04/05/2024MUFG U.S. Commercial Paper Market UpdateLearn More

Team Bios

Investment Grade Debt Capital Markets

Rich Testa

Richard Testa

Richard Testa is a Managing Director and Head of the Investment Grade Finance team within the Capital Markets Group covering Technology, Media, and Telecommunications clients.

Richard Testa
Managing Director
Investment Grade Finance | Capital Markets Group

T: +1 212-405-7409
C: +1 917-697-1773
richard.testa@mufgsecurities.com

Maheen Baig

Maheen Baig

Maheen Baig is a Managing Director within the Capital Markets Group covering Investment Grade Power, Utility and Environmental Services clients. Maheen’s experience includes M&A advisory and corporate/project level financings across the Power and Utility sub-sectors.

Maheen Baig
Managing Director, Capital Markets Group

T: +1 212-405-7449
C: +1 917-842-2129 
maheen.baig@mufgsecurities.com

 

Kimberly Boulmetis

Kimberly Boulmetis

Kimberly is responsible for leading coverage of MUFG’s broad roster of financial institution clients—including banks, insurance companies, asset management firms, private equity sponsors and business development companies (BDCs)—and for delivering the group’s full gamut of capital markets capabilities to issuers of investment-grade debt.

Kimberly Boulmetis
Managing Director
Investment Grade Finance | Capital Markets Group

T: +1 212-405-7367
C: +1 929-423-6528
kimberly.boulmetis@mufgsecurities.com

 

Robert Carlson

Robert Carlson

Robert Carlson, a Managing Director, joined the Capital Markets Group in 2013 and currently covers Investment Grade General Industrials and Latin America.  

Robert Carlson 
Managing Director
Investment Grade Finance | Capital Markets Group

T: +1 212-405-7449
C: +1 917-731-7729
robert.carlson@mufgsecurities.com

 

Matt Davis

Matthew Davis

Matthew Davis is a Director within the Capital Markets Group covering Healthcare, Retail, Financial Institutions, Industrials, and Latin America. 

Matthew Davis
Director
Investment Grade Finance | Capital Markets Group

T: +1 212-405-7449
C: +1 917-594-7779
matthew.davis@mufgsecurities.com

 

Jerry Lee

Gerald Lee

Jerry is a Managing Director responsible for Investment Grade Capital Markets coverage of the A&D sector, the Captive Finance sector, the Diversified Industrials space and select Healthcare and Metals & Mining names. 

Gerald Lee
Managing Director
Investment Grade Finance | Capital Markets Group

T: +1 212-405-7471
C: +1 917-594-7753
gerald.lee@mufgsecurities.com

 

Lee Schreibstein

Lee Schreibstein

Lee Schreibstein is a Managing Director within the Capital Markets Group covering Investment Grade Power & Utility clients.  His breadth of financial experience includes commercial banking, buy-side and sell-side debt private placements and public securities issuance.

Lee Schreibstein
Managing Director, Capital Markets Group

T: +1 212-405-7449
C: +1 646-983-4714
lee.schreibstein@mufgsecurities.com

 

Andrew Wenner

Andrew Wenner

Andrew Wenner, a Managing Director, joined the Capital Markets Group in September 2008 and currently covers the Oil & Gas sector. 

Andrew Wenner
Managing Director, Capital Markets Group

T: +1 212-405-7410
C: +1 917-594-7708
andrew.wenner@mufgsecurities.com

 

Rose White

Rose White

Rose White is a Managing Director in the Capital Markets Group.  She is primarily responsible for originating and structuring transactions in the Technology, Media & Telecom and Power & Utilities sectors.

Rose White
Managing Director
Investment Grade Finance | Capital Markets Group

T: +1 212-405-7449
C: +1 646-532-1999
rose.white@mufgsecurities.com

 

Stephany Bushweller

Stephany Bushweller

Stephany Bushweller is a Managing Director and Head of Short Term Credit Products within the Capital Markets Group

Stephany Bushweller
Managing Director | Capital Markets Group 

T: +1 212-405-7364
M: +1 917-225-4088
E:  Stephany.Bushweller@mufgsecurities.com
 

Jake Graham

Jake Graham

Jake Graham is a Vice President and Head of Ratings Advisory within MUFG’s Capital Markets Group. Jake also supports the Liability Management Group in structuring and executing transactions for Investment Grade and High Yield corporate issuers.

Jake Graham
Vice President, Capital Markets Group

T: +1 212-405-7343
C: +1 646-939-6580
jake.graham@mufgsecurities.com

 

Tom Reader

Tom Reader

Tom Reader is a Managing Director and Head of Liability Management within the Capital Markets Group responsible for the group’s coverage of Investment Grade and High Yield corporate issuers.

Tom Reader
Managing Director
Head of Liability Management

T: +1 212-405-7449
C: +1-917-594-8595
thomas.reader@mufgsecurities.com