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At Capitol PFG we have a sincere belief in providing ethical and long lasting financial solutions for our clients. Our team is comprised of the following individuals:
Cathleen M. Dominico E-mail
Director of Client Relations
Cathy has served as a financial consultant to city & county government as
well as education agencies and special districts. Specifically, Cathy works
with these public agency clients on financial analysis, facilities planning,
public communication and public entity marketing strategies. Cathy is an
expert in bond measure preparation, the formation of financing districts such
as Mello-Roos community facilities districts and assessment districts.
Additionally, Cathy specializes in advising clients in areas related to
development mitigation, construction project delivery methods, site
acquisitions and debt management strategies. She received her Bachelor of
Science degree in Managerial Economics from the University of California,
Davis. Cathy tested for and received her Real Estate Brokers’ License.
Jeffrey S. Small, J.D. E-mail
Managing Director
Jeff has served as a financial advisor in over 550 transactions, totaling over
$4.5 billion, for over 100 different public agencies. Jeff is an expert in credit
analysis, disclosure and marketing of tax-exempt securities. His
responsibilities include creating innovative financial solutions, implementing
financial transactions, and project management. Jeff received his Bachelor of
Arts degree from the University of Arizona. While in college, Jeff’s interest in
the municipal bond industry was inspired by a summer job at a well-known
municipal bond firm in Los Angeles. Jeff went on to earn his Juris Doctor
degree from California Western School of Law in San Diego where he
excelled in the areas of securities law and consumer fraud. Jeff was
employed as attorney in Fresno providing bond, general and campaign
counsel services to school districts in the central valley. Jeff is currently an
inactive member (in good standing) of the State Bar of California, and has
been providing financing advisor services to public agencies for nearly 20
years.
Christopher J. Terry E-mail
Director of Public Finance
Chris is responsible for financial analysis, preparation of disclosure
documents, credit analysis and project management in connection with the
issuance of tax and revenue anticipation notes, general obligation bonds,
special tax bonds, certificates of participation and lease-purchase financing.
He has completed over 250 financial transactions, totaling over $2 billion.
Chris completed the United States Naval Nuclear Power Training program
and served aboard the USS Abraham Lincoln. He received his Bachelor of
Arts degree in Economics from the University of California, Davis.
Richard J. Alvarado E-mail
Consultant
Richard has extensive finance and business consulting experience. He
participated in the United States’ largest public utility Chapter 11
bankruptcy/reorganization and has considerable experience working with
legal counsel. He provides financial and facilities planning services for both
public and private organizations. Richard has drafted numerous facilities
master plans and development impact fee studies and is well versed in State
School Facilities Program. His other proficiencies include financial analysis
and reporting, database creation and management, and project
management. He received his Bachelor of Arts degree in International
Relations with an emphasis in Economics from the University of California,
Davis. Richard has also served as a registered securities broker. He tested
for and received his Series 7 and 63 securities licenses.
Jacque M. Kocer E-mail
Consultant
Jacque is responsible for marketing, client communication and research. She
assists in performing financial analysis related to public facility needs. She
has experience in Community Facilities District (“CFD”) formation and
coordination. In addition, she has knowledge on redevelopment tax increment
revenue reconciliation. Jacque has aided in the Advanced Facilities
Planning process which includes site inventory and facility analysis. She has
facilitated the OPSC expenditure audit process along with aiding in DSA
close-out procedures. She also provides assistance in finding creative
financial solutions for clients and for public communication strategies.
Jacque is a recent UC Davis graduate and she received her Bachelor of Arts
degree in International Relations and Spanish.
Stephanie M. Bell E-mail
Project Coordinator
Stephanie is in charge of client communication strategies and serves as
project coordinator. In addition to marketing and scheduling, she performs
financial analysis and research for public agency clients. Stephanie also
handles legislative bill research and tracking as well as cash flow analysis.
Stephanie is in the process of receiving her Bachelor of Science degree in
Political Science from BYU Idaho .
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