Biography
Mr. Julio F. Morales is a Senior Managing Director with Kosmont Financial Services (KFS). Mr. Morales currently focuses on pension/OPEB issues in California as well as P3 economic development financings, and special districts such as CFD/EIFD financing.
Mr. Morales has more than 27 years of broad-based corporate and public finance experience, serving as a financial advisor at PFM, Urban Futures, and Fieldman Rolapp, an investment banker with Bank of America, and GIC/structured products provider for Transamerica. His public sector experience includes as serving as the City Manager to the City of Huntington Park, Finance Director for the City of El Monte, as well as working for the City of Oakland and Housing Authority of the City of LA (HACLA).
Prior to joining KFS, Mr. Morales provided pension/OPEB advisory services for over 45 clients, including 25 POBs totaling over $2.5 billion. He worked abroad for four years for the U.S. Treasury Department in the Office of Technical Assistance (OTA), providing financial advice to the Treasurer of Paraguay.
LICENSES/AFFILIATIONS:
Mr. Morales is a Municipal Advisor Representative having achieved the MSRB Series 50 professional qualification, and is duly registered with the U.S. Securities and Exchange Commission.
EDUCATION:
Mr. Morales holds an Undergraduate Degree from the University of Michigan, a Master of Public Policy (MPP) from the Harvard Kennedy School of Government, and a MBA from UCLA (Dean’s Fellowship Recipient).