Ross Sinclaire & Associates
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Joseph Robertson IV
LastRobertson IV
Job TitleManaging Director - Ohio Capital Markets
DivisionOhio Public Finance
BiographyJoseph Robertson joined Ross, Sinclaire & Associates in 2010 following a 17-year career as an investment banker with another investment bank. Prior to that, Mr. Robertson was an investment banker for a national bank in Columbus. Mr. Robertson's focus is on infrastructure financings for cities, counties, villages, townships, school districts and 501-C3 organizations. He has worked on a variety of financings structures including general obligation, revenue bonds, tax increment financing, auction rate securities and certificates of participation. Mr. Robertson has structured and served as senior banker on 600 note and bond issues with a par amount exceeding $4.0 billion in his 17-year investment banking career. He has experience developing and executing debt financings for a wide range of governmental and private sector borrowers. He has extensive experience with general obligation and revenue bond issues and has participated in a wide range of investment banking activities including developing trust indentures, new product design, modeling, research, developing financing plans, obtaining credit support and transaction execution. Mr. Robertson received a Bachelor of Science in Business Administration Degree with Majors in Finance and Economics and a Minor in Accounting from Ashland University. Mr. Robertson holds the General Securities Registered Representatives, Series 7; The General Securities Principal, Series 24; The Municipal Securities Principal, Series 53; and The Uniform Securities Agent State Law, Series 63; and The Limited Representative-Investment Banking Representative, Series 79.