Professional Staff
Montague DeRose
About Us
Our Expertise
Our Services
Professional Staff
Contact Us
Professional Staff
Montague DeRose and Associates specializes in bringing best practices and creative solutions to general fund, utility, and transportation financings. Our services are delivered by experienced and dedicated professionals with valuable knowledge in their areas of expertise.
Douglas Montague
James Bemis
Frank Perdue-Rossi
Brian Grubbs
Mike Kremer
Corey McCullough
Josepha Miller
Gavin Palatt
Shaun Rai
Annette Yee
Colleen McInnes
Raven Herschel
Douglas Montague, Principal
Los Angeles Area
Mr. Montague established Montague DeRose and Associates in 1995 after 11 years of municipal finance experience providing financial advisory and underwriting services to clients in the western U.S.. He began his municipal finance career with Lehman Brothers in its New York headquarters in 1984. While at Lehman Brothers, Mr. Montague also worked in San Francisco and Los Angeles and opened the firm's Newport Beach public finance office. During this period, he was responsible for the introduction of a number of the industry's municipal product innovations in the western states. Mr. Montague joined CS First Boston in 1993 to manage the firm's Los Angeles public finance office and continued coverage of state, county and city-level issuers.
Mr. Montague has completed a variety of different types of financings including fixed and variable rate, sales tax-supported, revenue bonds secured from a variety of revenue sources, general obligation bonds, tax and revenue anticipation notes, certificates of participation, lease revenue bonds, pension obligation bonds, and single issuer and joint powers authority structures. His specialty areas include large general government issuers and large water and wastewater utilities. He has managed Montague DeRose and Associates' assignments as the municipal advisor on the $11.26 billion 2002 California Department of Water Resources Power Supply Revenue Bonds, the $10.9 billion 2003 State of California Revenue Anticipation Warrants, the $10.9 billion 2004 State of California Economic Recovery Bonds, all State of California Revenue Anticipation Notes issued since 2008 and over $8.3 billion of Water System Revenue Bonds sold by the California Department of Water Resources.
Mr. Montague received a Bachelor of Arts degree in Business Management from the University of Utah and a Master of Business Administration degree in Finance from the Wharton School of the University of Pennsylvania.
©2022 Montague DeRose and Associates, L.L.C., all rights reserved.