Judy was a co-founder and Principal of Samson Capital Advisors LLC, where she was also the Director of Credit Research and a member of the Investment Committee. Samson was a privately-owned investment management firm that was founded in 2004 by senior investment professionals from OFFITBANK, Goldman Sachs, and JPMorgan. Prior to its acquisition by Fiera Capital, Samson managed over $7 billion in assets in customized fixed income for affluent families and their foundations, endowments and corporations. At Fiera Capital she continues to have the same responsibilities for heading the credit approval and oversight process for the firm. She oversees the development of credit policy, databases and other tools to manage the credit risk of clients’ portfolios invested in municipal and corporate issuers. Judy is the author of The Fundamentals of Municipal Bonds, 5th Edition, the most widely used book about the municipal bond business. She is quoted frequently in the media and has lectured and written extensively about municipal credit and other aspects of the market.
Judy was a Vice President at Goldman, Sachs & Co from 1980-1997, where she was responsible for the credit analysis of state and local governmental and revenue bond issuers, higher education, health care and non-profit institutions, utilities and all other revenue bond issuers. Judy had extensive interaction with the issuers, rating agencies, bond insurers, financial advisors and counsel. Her perspectives on credit influenced decisions on underwriting and trading both at the broker-dealer side and on the asset management side. Prior to joining Goldman, she worked at Lehman Brothers and the New York City Comptroller.
Judy is a member of the Metropolitan Transportation Authority Inspector General Management Advisory Board and MSRB EMMA Development Advisory Group. She has also served as a Board Member of the New York City Municipal Water Finance Authority.