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Joe Beare

Northern California
415 504 1175

From 1999 to 2010, Joe was a director in Prager, Sealy & Co., LLC’s higher education and not-for-profit group. Prior to this position, Joe was a credit analyst at Moody’s Investors Service in New York, where he focused on specialty revenue credits. In his previous position, Joe was responsible for providing analytic and advisory support for the debt and derivatives portfolios of numerous major private and public research universities. Joe also performs customized modeling work, including cash flow and working capital forecasting, internal debt and central bank management, and the creation of customized pro forma models to assess the impact of large capital and development projects on financial condition and credit rating. In this role, he has assisted several institutions in connection with major campus expansion programs. Joe has also supported the financing activities of many not-for-profit organizations, including cultural and research institutions.

Joe graduated from Duke University with a bachelor’s degree in economics and a degree in marketing and management.

Municipal Advisor Licenses:
Series 54 Municipal Advisor Principal
Series 50 Municipal Advisor

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