Erin Ortiz is a Managing Director at Janney, Montgomery, Scott and brings more than 20 years of industry experience. Through her combined experience of working as a municipal strategist, credit analyst, consultant and at a university, she assists clients in understanding how strategic decisions impact credit and financial position and how to position their credit to rating agencies. Prior to joining Janney as the Firm’s credit analyst and strategist to institutional investors, Erin was an assistant vice president at Moody’s as a bond analyst for over seven years. In this role, she was a lead credit analyst for higher education and not-for-profit issuers across the US, primarily in states along the eastern seaboard and in the Midwest. She has authored numerous reports and spoke at industry conferences on municipal bankruptcy, public private partnerships, debt capacity, and macro trends in the higher education sector. Before her role at Moody’s, Erin managed the financial, programmatic, and business operations at the National Center on Philanthropy and the Law, an academic center at New York University, and was a healthcare consultant to AMCs and nonprofit hospitals. Erin is a graduate of Pennsylvania State University with a B.S. in Business Logistics and Business Law and a graduate of New York University with a Master of Public Administration and Policy. Erin is a member and former board chair of the Philadelphia Area Municipal Analyst Society and a prior board member of the National Federation of Municipal Analysts where she served as the representative to industry regulators (SEC and MSRB). She was named as a 2019 Rising Star in the Bond Buyer and is a Fellow of Leadership Philadelphia, Class of 2022. She is a FINRA registered representative and municipal advisor.
Erin Ortiz is a Managing Director at Janney, Montgomery, Scott and brings more than 20 years of industry experience. Through her combined experience of working as a municipal strategist, credit analyst, consultant and at a university, she assists clients in understanding how strategic decisions impact credit and financial position and how to position their credit to rating agencies. Prior to joining Janney as the Firm’s credit analyst and strategist to institutional investors, Erin was an assistant vice president at Moody’s as a bond analyst for over seven years. In this role, she was a lead credit analyst for higher education and not-for-profit issuers across the US, primarily in states along the eastern seaboard and in the Midwest. She has authored numerous reports and spoke at industry conferences on municipal bankruptcy, public private partnerships, debt capacity, and macro trends in the higher education sector. Before her role at Moody’s, Erin managed the financial, programmatic, and business operations at the National Center on Philanthropy and the Law, an academic center at New York University, and was a healthcare consultant to AMCs and nonprofit hospitals. Erin is a graduate of Pennsylvania State University with a B.S. in Business Logistics and Business Law and a graduate of New York University with a Master of Public Administration and Policy. Erin is a member and former board chair of the Philadelphia Area Municipal Analyst Society and a prior board member of the National Federation of Municipal Analysts where she served as the representative to industry regulators (SEC and MSRB). She was named as a 2019 Rising Star in the Bond Buyer and is a Fellow of Leadership Philadelphia, Class of 2022. She is a FINRA registered representative and municipal advisor.
