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.
| Date | Title | Link |
|---|---|---|
| 04/19/2024 | MUFG Capital Markets Weekly IG Market Update | Learn More |
| 04/19/2024 | MUFG U.S. Commercial Paper Market Update | Learn More |
Team Bios
Investment Grade Debt Capital Markets
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 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 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, 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
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
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 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, 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 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 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 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 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