Press Release

SWBC Investment Services Announces Smith as Director of Finance-Capital Markets

Experienced Underwriter Steps into Leadership Role to Drive Growth

SAN ANTONIO–(BUSINESS WIRE)–SWBCā€™s Investment Services, LLC, a leading provider of comprehensive and holistic financial planning to governmental entities, school districts, individuals, businesses, and financial institutions, is pleased to announce the promotion of Ryan Smith to Director of Finance-Capital Markets. With five years of experience in underwriting and a comprehensive background in financial services, Smith assumes this leadership role after being a key member of the underwriting team.




In his new position, Smith will leverage his expertise in structuring complex transactions to support existing and new clients in the government sector and risk management to help ensure continued financial stability and strategic growth. As a fully licensed financial professional holding the following FINRA certifications, SIE, 6, 63, 7, 99, 52, 53, 4, 24, 27, he brings a deep understanding of regulatory compliance and industry best practices to the role.

ā€œRyan has consistently demonstrated exceptional leadership and financial insight,ā€ said Scott Rykert, CEO of SWBC Investment Services, LLC. ā€œHis ability to navigate complex deals and underwriting experience make him the ideal leader to drive our investment services team forward.ā€

Smith has played a key role in the success of several major deals. Recently, he skillfully priced for the sale of a $181MM bond for the San Antonio Water System (SAWS), Series 2025A. Additionally, he successfully underwrote an $11MM bond for the Town of Wolcott, CT, Series 2025, and a $6MM bond for Florence County, SC, Series 2025B, demonstrating his financial expertise and strong understanding of the municipal bond market and bond underwriting.

SWBC remains committed to providing top-tier financial solutions, and Smithā€™s leadership will be instrumental in shaping the divisionā€™s continued success. His dedication to maintaining the company’s strength and integrity will ensure that SWBC continues to provide value and find financial opportunities for our clients in the quickly changing municipal bond market.

Smith holds a Bachelor of Science in Finance from Trinity University. He volunteers at Habitat for Humanity and the San Antonio Food Bank.

About SWBC

As a diversified financial services company, SWBC provides financial institutions, businesses, and individuals with a wide range of insurance, mortgages, wealth management, employee benefits, and more. Headquartered in San Antonio, Texas, SWBC has partners and divisions across all 50 states and manages businesses worldwide. No matter how wide its reach, SWBC always listens to our customersā€™ needs, analyzes their current situations, and recommends customized solutions. For more information about our innovative approach to personalized service, visit SWBCā€™s website.

About SWBC Investment Services, LLC

SWBC Investment Services, LLC, is dedicated to providing comprehensive and holistic financial planning to governmental entities, school districts, individuals, businesses, and financial institutions. From municipal bond underwriting, the operation of a nationally ranked secondary trade desk, and wealth management to comprehensive financial strategies, our experienced team is committed to delivering tailored plans that address each client’s unique needs, creating long-term financial stability, access to the capital markets, and growth. For more information about Investment Services and its team of experts, please visit our website.

Contacts

Lisa Pinto

SWBC

[email protected]
210.382.1520

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