Greg LiCalzi is a thirty five year veteran of the Wall Street investment banking community. Mr. LiCalzi provides the full gamut of investment banking services to not-for-profit corporations (independent sector entities such as human service agencies, colleges, universities, hospitals, and cultural organizations), certain for-profit, private sector entities with respect to tax-exempt industrial development bonds and other exempt purpose facilities, and select local governments and special districts. Over the past fifteen years he has focused his public finance efforts on advising and financing 501(c)3 organizations that provide housing, education, health care, habilitation, and vocational training, among other services and programs, to the developmentally disabled, mentally ill, homeless, and other disadvantaged populations of children and adults.
Mr. LiCalzi was past chairman of the board of trustees of two large human service agencies, has served on other charitable boards and advisory committees, and was most recently the treasurer of a $65 million not-for-profit organization that serves over 3,000 developmentally disabled individuals. Mr. LiCalzi has also served as an adjunct faculty member on both the undergraduate and graduate levels for the Frank G. Zarb School of Business at Hofstra University.
Mr. LiCalzi received his BA from Union College, MBA from Hofstra University and currently holds FINRA Series 7, Series 53 and Series 63 and Series 79 licenses.