February 15th, 2018


First Tryon Advisors is pleased to announce the hiring of Don Ubell in the firm’s Charlotte, North Carolina office. Before joining First Tryon Advisors, Don was with Parker Poe Adams & Bernstein LLP where he served as bond counsel, special counsel, bank counsel and underwriters counsel on transactions throughout the Southeast. For more than 35 years, he has been a trusted advisor to local governments, universities, nonprofits and financial institutions in a variety of corporate and public finance transactions.

“Our clients expect our professionals to offer robust public finance expertise and experience. Don Ubell unquestionably delivers on both.” said H. Keith Brunnemer, III, President & CEO of First Tryon. “As we continue to expand our firm, we strive to attract the best and brightest individuals. We couldn’t be more thrilled that Don has chosen to join our firm.”

Among his many accomplishments, Don pioneered the use of certificates of participation financing for cities and counties in North Carolina and completed the initial swap transactions for municipalities in the state. Specifically, Don advised his clients on the:

• First pool financing for the University of North Carolina system.
• First publicly offered lease purchase financing in North Carolina.
• First tax-exempt variable rate general obligation bonds issued in North Carolina.
• First variable rate municipal revenue bond.
• First governmental commercial paper program in North Carolina.
• First publicly offered lease purchase financing in North Carolina.
• First municipal swaps in North Carolina.
• Only pension funding transactions in North Carolina.
• Only self-insurance funding transactions in North Carolina.

Don was listed on Woodward/White’s The Best Lawyers in America in Public Finance Law from 2003-2018. He received Band 1 recognition on Chamber’s USA: America’s Leading Lawyers in Banking & Finance from 2004-2017, and in 2013 won Charlotte’s Best Lawyers Lawyer of the year in Public Finance Law. Don was the second North Carolinian elected as a fellow of the American College of Bond Counsel and currently serves as a member of its Board of Directors.

A frequent lecturer on public finance issues, Don is recognized for his work on taxable municipal issues, risk management funding, and pension funding. He has been at the forefront in developing governmental responses to the SEC requirements for municipal securities.
At First Tryon, Don will serve as a lead financial advisor on day to day engagements with the firm’s governmental, higher education and healthcare clients.


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