Montague DeRose and Associates, LLC

Professional Staff

Colleen McInnes, Senior Vice President

Los Angeles Area
email: mcinnes@montaguederose.com

Ms. McInnes joins Montague DeRose and Associates with more than 20 years of investment banking experience.  Specializing in California municipal finance, Ms. McInnes has been involved in various types of debt issuance, both fixed rate and variable rate, including general obligation, certificates of participation, lease revenue, water and sewer, tax allocation, and assessment district financings.  Over her career she has served as financial advisor or underwriter on over 100 transactions totaling in excess of $75 billion par value.

Ms. McInnes serves as financial advisor to municipal clients providing both ongoing services as well as transactional services, including debt structuring and restructuring, new money issuance, refunding analysis, financial modeling, cash flow and tax rate analysis.

Representative clients include numerous California issuers, including the State of California; counties of Los Angeles, San Diego, Sacramento; cities of Los Angeles, Irwindale, Inglewood, Lodi, Pasadena, Sacramento, San Francisco, Simi Valley, Turlock; special districts such as Sacramento Area Flood Control Agency, San Diego Unified Port District, San Francisco Bay Area Rapid Transit District; and education issuers including the Los Angeles Unified School District and Santa Monica Community College District, among others.

Ms. McInnes has previously held positions at First Southwest Company, Hutchinson, Shockey, Erley & Co., Cabrera Capital Markets, and First Albany Capital.  Ms. McInnes began her public finance career as an Associate at Lazard Freres & Co.

Ms. McInnes received a Bachelor of Science in Psychology from the University of California Davis and a Master of Business Administration (Concentration in Finance and Accounting) from the University of California Davis Graduate School of Management.