Report Created 04/23/2024 at 12:21 PM
PLANHOLDERS LIST
SOLICITATION 72137: Financial Advisory Services
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Solicitation Title:
Financial Advisory Services
Solicitation Number:
72137
Brief Description:
The Orange County Transportation Authority invites proposals from qualified consultants to provide financial advisory services.
Instructions:
Download Solicitation Package.
Date Posted:
12/22/2017 12:00:00 AM
Closing Date:
1/31/2018 2:00:00 PM (PST)
Contract Administrator:
Iris Deneau
Phone Number:
(714) 560-5786
 
Category:
       
 
[Header:Prime Contractors]Needed ServicesContact Instructions
Company Name: FIELDMAN ROLAPP & ASSOCIATES<br /> Contact: DEANNE COATS<br /> Address: 19900 MACARTHUR BOULEVARD, SUITE 1100, IRVINE, CA 926126266<br /> Phone: (949) 6607300<br /> Email: DCOATS@FIELDMAN.COMNot looking for a subcontractor 
Company Name: MORGAN STANLEY<br /> Contact: MICHAEL CAMPOPIANO<br /> Address: 55 SOUTH LAKE AVENUE, SUITE 800, PASADENA, CA 91109<br /> Phone: (626) 5843405<br /> Email: MICHAEL.CAMPOPIANO@MORGANSTANLEY.COMNot looking for a subcontractor 
Company Name: SPERRY CAPITAL INC.<br /> Contact: JAMES MARTLING<br /> Address: THREE HARBOR DRIVE, SUITE 101, SAUSALITO, CA 94965<br /> Phone: (415) 3399201<br /> Email: JMARTLING@SPERRYCAPITAL.COMNot looking for a subcontractor 
Company Name: BANK OF THE WEST<br /> Contact: LILY NG<br /> Address: 500 CAPITOL MALL, SUITE 1200, SACRAMENTO, CA 95814<br /> Phone: (916) 5524404<br /> Email: GOVERNMENT@BANKOFTHEWEST.COMNot looking for a subcontractor 
Company Name: INFRACONSULT LLC<br /> Contact: MICHAEL SCHNEIDER<br /> Address: 825 BUENA VISTA, LAGUNA BEACH, CA 92651<br /> Phone: (714) 9144464<br /> Email: schneider@infraconsultllc.comNot looking for a subcontractor 
Company Name: FINANCIAL MGMT CONSULTING<br /> Contact: JESSE BRYANT, JR<br /> Address: P.O.BOX 504, NUEVO, CA 92567<br /> Phone: (951) 2911928<br /> Email: FINMGMT94@GMAIL.COMNot looking for a subcontractor 
Company Name: TAX & FINANCIAL GROUP<br /> Contact: DAVID KIM<br /> Address: 4001 MACARTHUR BLVD, 3RD FLOOR, NEWPORT BEACH, CA 92626<br /> Phone: (949) 2238404<br /> Email: DAVID.KIM@TFGROUP.COMNot looking for a subcontractor 
Company Name: VTECH SOLUTION INC.<br /> Contact: HARESH VATALIYA<br /> Address: 1100 H STREET, N.W. SUITE 750, WASHINGTON, DC 20005<br /> Phone: (202) 6449774<br /> Email: VTECH.SLED@VTECHSOLUTION.COMNot looking for a subcontractor 
Company Name: KNN PUBLIC FINANCE, LLC<br /> Contact: ELLEN HALL<br /> Address: 2054 UNIVERSITY AVENUE, SUITE 300, BERKELEY, CA 94704<br /> Phone: (510) 8398200<br /> Email: EHALL@KNNINC.COMNot looking for a subcontractor 
Company Name: VOSBERG ENTERPROSES<br /> Contact: BRIAN VOSBERG<br /> Address: 715 W FOOTHILL BLVD, GLENDORA, CA 91741<br /> Phone: (626) 3585458<br /> Email: BRIANVOSBERG@YAHOO.COMNot looking for a subcontractor 
Company Name: THE CAYEMITTE GROUP<br /> Contact: DINA GONZALES<br /> Address: 306 FARNSWORTH AVE, BORDENTOWN, CA 08505<br /> Phone: (609) 5214207<br /> Email: DGONZALES@CAYEMITTEGROUP.COMNot looking for a subcontractor 
Company Name: RVK, INC. <br /> Contact: RIVER CORZINE<br /> Address: 1211 SW 5TH AVE. SUITE 900, PORTLAND, OR 97214<br /> Phone: (503) 2214200<br /> Email: RIVER.CORZINE@RVKINC.COMNot looking for a subcontractor 
Company Name: PREMIER MANAGEMENT CORPORATION<br /> Contact: DAN PEARSALL<br /> Address: 8894 STANFORD BLVD, STE 405, COLUMBIA, MD 21045<br /> Phone: (443) 6563550<br /> Email: DAN@PREMGTCORP.COMNot looking for a subcontractor 
Company Name: OMNICAP GROUP LLC<br /> Contact: EDDIE MCROBERTS<br /> Address: 2286 EAST MAPLE AVENUE, EL SEGUNDO, CA 90245<br /> Phone: (310) 3183094<br /> Email: EMCROBERTS@OMNICAP.NETNot looking for a subcontractor 
Company Name: COLUMBIA CAPITAL MANAGEMENT, LLC<br /> Contact: STACEY WALTER<br /> Address: 6330 LAMAR AVENUE, SUITE 200, OVERLAND PARK, KS 66202<br /> Phone: (913) 3128057<br /> Email: SWALTER@COLUMBIACAPITAL.COMNot looking for a subcontractor 
Company Name: SARA TECHNOLOGIES<br /> Contact: ABHISHEK HARSHWAL<br /> Address: 1751 OLD PECOS TRAIL,, SUITE M, SANTA FE, NM 87505<br /> Phone: (505) 8147682<br /> Email: AMITA.JANGID@HARSHWAL.COMNot looking for a subcontractor 
Company Name: MASSMUTUAL GREATER PACIFIC<br /> Contact: STEPHEN HUANG<br /> Address: 135 SOUTH STATE COLLEGE BLVD, SUITE 110, BREA, CA 92821<br /> Phone: (714) 5109130<br /> Email: STEPHENHUANG@FINANCIALGUIDE.COMNot looking for a subcontractor 
Company Name: OPPENHEIMER & CO., INC<br /> Contact: BEHZAD MANSOURI<br /> Address: 85 BROAD STREET, NEW YORK, NY 10004<br /> Phone: (212) 6675095<br /> Email: BEHZAD.MANSOURI@OPCO.COMNot looking for a subcontractor 
Company Name: KPMG LLP<br /> Contact: MARTIN VAN FLEET<br /> Address: 550 S. HOPE ST., STE 1500, LOS ANGELES, CA 90071<br /> Phone: (213) 5936679<br /> Email: MVANFLEET@KPMG.COMNot looking for a subcontractor 
Company Name: DAVIS FARR LLP<br /> Contact: BRANDY VOLDEN<br /> Address: 18201 VON KARMAN AVENUE, SUITE 1100, IRVINE, CA 92612<br /> Phone: (949) 4742020<br /> Email: ADMIN@DAVISFARR.COMNot looking for a subcontractor 
Company Name: LM CAPITAL GROUP<br /> Contact: LAURA HIGHTOWER<br /> Address: 750 B STREET, SUITE 3010, SAN DIEGO, CA 92101<br /> Phone: (619) 8141401<br /> Email: LHIGHTOWER@LMCAPITAL.COMNot looking for a subcontractor 
Company Name: TCW GROUP <br /> Contact: CHRISTOPHER ALDERS<br /> Address: 865 SOUTH FIGUEROA STREET, LOS ANGELES , CA 90017<br /> Phone: (213) 2440852<br /> Email: CHRIS.ALDERS@TCW.COMNot looking for a subcontractor 
Company Name: OMEGA INVESTMENT MANAGEMENT<br /> Contact: KATHY STEINBRECHER<br /> Address: 1255 TREAT BLVD NUMBER 300, WALNUT CREEK, CA 94597<br /> Phone: (925) 3850407<br /> Email: KS@OMEGAINVESTMENTMANAGEMENT.COMNot looking for a subcontractor 
Company Name: SUN GROUP WEALTH PARTNERS<br /> Contact: WINNIE SUN<br /> Address: 3 PARK PLAZA, SUITE 120, YES, IRVINE, CA 92614<br /> Phone: (949) 6256800<br /> Email: WINNIE@SUNGROUPWP.COMNot looking for a subcontractor 
Company Name: PFM FINANCIAL ADVISORS LLC<br /> Contact: KATHLEEN THYKEN<br /> Address: 44 MONTGOMERY STREET, 3RD FLOOR, SAN FRANCISCO, CA 94104 <br /> Phone: (415) 9825544<br /> Email: THYKENK@PFM.COMNot looking for a subcontractor 
Company Name: JPMORGAN<br /> Contact: WILL O'BRIEN<br /> Address: 300 S GRAND AVE, LOS ANGELES, CA 90007<br /> Phone: (213) 6218128<br /> Email: WOBRIEN55@GMAIL.COMNot looking for a subcontractor 
[Header:Subcontractors]Services ProvidedContact Instructions
Company Name: INTERGENERATION CAPITAL MANAGEMENT<br /> Contact: YIN KON<br /> Address: 300 BRICKSTONE SQUARE, SUITE 201, ANDOVER, MA 01810<br /> Phone: (978) 6625172<br /> Email: YINKON@INTERGENCAPMGT.COMFinancial modelling, investment evaluationyinkon@intergencapmgt.com
 
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