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Jan Bartholomew

Jan joined Baird in December 2014 after 25 years with RBC Capital Markets where she served as a Managing Director.� Prior to RBC, she worked at Underwood, Neuhaus & Co.� Throughout her career, she has completed more than 2,000 transactions and represented over 200 special districts in the Houston, Austin, San Antonio, and Dallas areas.� Jan specializes in Texas special districts including municipal utility districts, levee improvement districts, municipal management districts and improvement districts.� She has provided financial advisory services to several master-planned communities including, but not limited to, The Woodlands, Sienna Plantation, Clear Lake City Water Authority, Springwoods Village, Viridian, Pomona, Riverstone, Woodforest, Paloma Creek, Heartland and Savannah.� In addition, she has worked with major water authorities tasked with providing surface water to the Houston area, such as the West Harris County Regional Water Authority and the San Jacinto River Authority.�� A Houston resident, Jan graduated with honors with a BBA in finance from the University of Houston.� Jan serves on the Board of the Utility District Advisory Corporation (“UDAC”).� Ms. Bartholomew is registered with FINRA and holds Series 7, Series 63 and Series 52 licenses.