Erin Ortiz
Analyst-Fixed Income at Janney Montgomery Scott LLC
Profile
Ms. Erin V.
Ortiz is a Managing Director at Janney Montgomery Scott LLC.
She joined the firm in 2017 as a Credit Analyst and Strategist to institutional investors.
Ms. Ortiz was previously employed as an Assistant Vice President at Moody’s Investors Service.
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.
During her career, she has authored numerous research reports and spoken at industry conferences on topics of municipal bankruptcy, public private partnerships, debt capacity, and macro trends in the higher education sector.
Ms. Ortiz also participated in several taskforces and numerous rating committee meetings serving as Lead Rating Analyst for a diverse portfolio of private and public institutions spanning the credit rating spectrum.
Prior to her role at Moody’s, she 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 academic medical centers and nonprofit hospitals.
Ms. Ortiz 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.
She is a FINRA registered Representative and Municipal Advisor.
Erin Ortiz active positions
| Companies | Position | Start |
|---|---|---|
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Analyst-Fixed Income | 2017-06-30 |
Former positions of Erin Ortiz
| Companies | Position | End |
|---|---|---|
Stockamp & Associates, Inc.
 Stockamp & Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Stockamp & Associates, Inc. since 1990 is helping high-performing hospitals reach the pinnacle of financial and operational excellence. The company invented and perfected the science of revenue cycle management for hospitals and health systems, based on its expertise. With its analytical excellence the company provides solutions to the critical processes of patient flow and care delivery. The company's solution gives them the ability to rapidly and comprehensively restructure complex business functions. | Corporate Officer/Principal | - |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Analyst-Fixed Income | - |
Training of Erin Ortiz
| The Pennsylvania State University | Undergraduate Degree |
| New York University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Finance |
Stockamp & Associates, Inc.
Stockamp & Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Stockamp & Associates, Inc. since 1990 is helping high-performing hospitals reach the pinnacle of financial and operational excellence. The company invented and perfected the science of revenue cycle management for hospitals and health systems, based on its expertise. With its analytical excellence the company provides solutions to the critical processes of patient flow and care delivery. The company's solution gives them the ability to rapidly and comprehensively restructure complex business functions. | Commercial Services |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Finance |
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