Vice President, Municipal Credit Research
Current
Apr 2023 - Present
AeroLeads people directory · profile
Devin Greaney, Cfa Email & Phone Number
Vice President at Offit Capital
at
Offit Capital
1 work email found
@offitcapital.com
2 phones found area 603
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is Devin Greaney, Cfa? Overview
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Quick answer
Devin Greaney, Cfa is listed as Vice President at Offit Capital at Offit Capital, based in New York, United States. AeroLeads shows a work email signal at offitcapital.com, phone signal with area code 603, and a matched LinkedIn profile for Devin Greaney, Cfa.
Devin Greaney, Cfa previously worked as Vice President, Municipal Credit Research at Offit Capital and Municipal Credit Analyst at Principal Asset Management. Devin Greaney, Cfa holds Bachelor Of Science (Bs), Finance And Accounting from Northeastern University.
Company email context
Email format at Offit Capital
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*@offitcapital.com
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AeroLeads found 1 current-domain work email signal for Devin Greaney, Cfa. Compare company email patterns before reaching out.
Profile bio
About Devin Greaney, Cfa
Devin Greaney, Cfa is a Vice President at Offit Capital at Offit Capital. He possess expertise in microsoft excel, visual basic, microsoft office, financial analysis, powerpoint and 13 more skills.
Listed skills include Microsoft Excel, Visual Basic, Microsoft Office, Financial Analysis, and 14 others.
Current workplace
Devin Greaney, Cfa's current company
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7 roles
Devin Greaney, Cfa work experience
A career timeline built from the work history available for this profile.
Municipal Credit Analyst
•Perform in depth municipal research and credit analysis for a $12 billion municipal bond portfolio. Present investment ideas to the Investment Committee using detailed credit reports and relative value analysis on a weekly basis.•Produce Buy/Sell/Hold recommendations for individual securities held in our publicly traded municipal funds, separately managed accounts, and the Principal Life Insurance Company municipal bond portfolio.•Maintain coverage over a range of municipal sectors including Transportation, Utilities, Higher Education, High Yield, and Project Finance. Credits currently in focus include: MEAG, NY MTA, Hunt Refining Company, Brightline. •Communicate effectively with sell-side sales coverage, municipal issuers, and bond counsel regarding new debt issuances, deal structuring, and credit-related issues. •Lead the development of a Municipal ESG framework and rating system for "green", or "impact" securities. Underwrite impact credits and direct buy and sell decisions for our Municipal Impact Fund and related SMAs.
Mar 2019 - Mar 2023
Portfolio Management Assistant
Mar 2017 - Mar 2019
Senior Investment Operations Trading Specialist
•Provide functional support to traders and portfolio managers on the Tax-Advantaged Bond Strategies (TABS) trading desk•Execute SMA and Institutional municipal bond trades made by the portfolio managers into client accounts•Ensure efficient and timely settlement of all municipal bond trades by monitoring the trade affirmation process and effectively communicating any discrepancies between the brokers and custodians•Utilize financial trading software programs including Investortools Perform, Omgeo TradeSuite, and Bloomberg to complete day-to-day responsibilities
Sep 2014 - Feb 2017
Investment Operations Specialist
Federated Mdt Advisers
•Opened new accounts for clients of the Federated managed account investment strategies. This involved reviewing each application for completeness and investment suitability, as well as setting up the accounts on the firm’s portfolio management systems. •Worked closely with traders under strict deadlines to correct internal trade errors, process client deposits, withdrawals, and requests for general account maintenance •Performed daily cash reconciliations of numerous accounts through the examination of general ledgers, cash flow reports, and purchases and sales transaction summaries •Communicated routinely with financial advisors from firms such as UBS, Morgan Stanley, and Raymond James to answer any questions and resolve issues regarding our trade support processing
Jul 2013 - Dec 2013
Financial Reporting Administrator
•Prepared and analyzed interim and annual financial statements in accordance with relevant GAAP requirements for J.P. Morgan alternative investment funds•Collaborated with a small team to meet deadlines on projects for various tasks required to produce statements•Increased efficiency and accuracy by utilizing Excel VLookup, SumIfs, and Index formulas to extract and analyze relevant information from large trading and investment holdings data exports•Verified that statements and notes were free of error and formatting was in line with client templates
Jun 2012 - Dec 2012
Ap Co-Op
Jan 2011 - Jun 2011
2 education records
Devin Greaney, Cfa education
Bachelor Of Science (Bs), Finance And Accounting
Northeastern University
Education record
Manchester High School West
FAQ
Frequently asked questions about Devin Greaney, Cfa
Quick answers generated from the profile data available on this page.
What company does Devin Greaney, Cfa work for?
Devin Greaney, Cfa works for Offit Capital.
What is Devin Greaney, Cfa's role at Offit Capital?
Devin Greaney, Cfa is listed as Vice President at Offit Capital at Offit Capital.
What is Devin Greaney, Cfa's email address?
AeroLeads has found 1 work email signal at @offitcapital.com for Devin Greaney, Cfa at Offit Capital.
What is Devin Greaney, Cfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 603 for Devin Greaney, Cfa at Offit Capital.
Where is Devin Greaney, Cfa based?
Devin Greaney, Cfa is based in New York, United States while working with Offit Capital.
What companies has Devin Greaney, Cfa worked for?
Devin Greaney, Cfa has worked for Offit Capital, Principal Asset Management, Eaton Vance, Federated Mdt Advisers, and State Street.
How can I contact Devin Greaney, Cfa?
You can use AeroLeads to view verified contact signals for Devin Greaney, Cfa at Offit Capital, including work email, phone, and LinkedIn data when available.
What schools did Devin Greaney, Cfa attend?
Devin Greaney, Cfa holds Bachelor Of Science (Bs), Finance And Accounting from Northeastern University.
What skills is Devin Greaney, Cfa known for?
Devin Greaney, Cfa is listed with skills including Microsoft Excel, Visual Basic, Microsoft Office, Financial Analysis, Powerpoint, Finance, Account Reconciliation, and Analysis.
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