We offer customizable solutions for investing various bond proceeds. Over the last ten years, we have developed, implemented, and managed over $6 billion in bond proceeds. The primary goal of these strategies is the preservation of capital while maximizing current income through a competitive yield.
Construction/Project Funds
Capitalized Interest Funds
Debt Service Reserve Funds
Liquidity Support Funds
Operating Reserve Funds
Working Capital Funds
“We recognize that no two organizations are alike and take the time to listen – and to understand – a client’s particular circumstances, goals and aspirations. ”
(414) 326-3217
moneil@zcm.com
Matthew is a Director with over 20 years of
investment industry experience. He is
responsible for servicing institutional asset
management clients and assists
organizations with the development and
implementation of investment policy
statements, reporting on portfolio
performance, and communicating the firm’s
economic outlook. Matthew joined ZCM in
2001.
Matthew is a Director with over 20 years of
investment industry experience. He is
responsible for servicing institutional asset
management clients and assists
organizations with the development and
implementation of investment policy
statements, reporting on portfolio
performance, and communicating the firm’s
economic outlook. Matthew joined ZCM in
2001.
khansen@zcm.com
Kevin is an Assistant Vice President with the ZCM Advisory Group, supporting marketing and client service initiatives for institutional non-profit organizations. Kevin joined ZCM in 2024.
kcarlson@zcm.com
Kevin is a Managing Director responsible for servicing institutional asset management clients and marketing the firm’s services. He works closely with clients on investment solutions for both restricted and unrestricted assets, the development and ongoing review of investment policy statements, and clear communication of portfolio strategy and performance. Over the course of his career at ZCM, Kevin has been directly involved with more than $10 billion in bond proceeds and financing-related assets. Prior to joining ZCM, Kevin worked on a healthcare investment banking team, advising non-profit organizations on more than $3 billion in financings. Kevin joined ZCM in 2006.
(312) 380-2950
cvanucci@zcm.com
Craig is a Senior Managing Director of Sales and Client Service at ZCM. With over 30 years of experience, he specializes in developing investment management strategies for healthcare, senior living, municipal and corporate relationships. Prior to joining ZCM in 1994, Craig was manager of the Institutional Investments Division at a major regional bank holding company.
Call: 312-368-1442
Email: letters@zieglercap.com
