New Markets Tax Credit Investors

The listings on this page are provided as a free service to NMTC funding recipients.

The information contained on this page is for informational purposes only and does not constitute an offer to sell or solicitation of an offer to buy securities. Novogradac does not provide investment advice and these listings are not to be construed as a recommendation to engage in a transaction with a particular party. 

The information below is based solely on information provided to Novogradac by the listed contact person for each company and Novogradac is not responsible for any inaccurate or out of date information in these listings. Companies utilizing this free listing are solely responsible for obtaining necessary clearances from their compliance departments. Novogradac will not be liable for any loss or damage that may arise as a result of the use of the information contained herein. This website provides links to websites owned by other parties. The content of such sites is not within Novogradac’s control; Novogradac cannot take responsibility for the information or content thereon.

To be included in this list, please contact [email protected].

Investor Name /
Contact Person

Average Investment

Principal Financing Activity

Location Preference

Preferred Service Area

Specialization Area

Bank of America Merrill Lynch
Leigh Ann Smith

980.386.3855
[email protected]

Varies

Real Estate/
Non-Real Estate

Urban/Sub./
Rural

 

Bank of America's Operating Footprint

Community Facilities, Manufacturing, Performing Arts, Grocery-Anchored Retail

Captial One, N.A.
John Chamberlain

504.533.5276
[email protected]

Varies

Real Estate/
Non-Real Estate

 Urban / Suburban / Rural

 Northeast, Mid-Atlantic, Southeast, South

All

Chase
En Jung Kim

212.552.9141
[email protected]

 

Real Estate/
Non-Real Estate

Urban/Sub./
Rural

National

Not-For-Profit Facilities, Manufacturing Facilities, Economic Development, Owner-Occupied Real Estate, Grocery Stores, Charter Schools, Food Banks, Health Clinics

Citi Community Capital
Gina Nisbeth


212.723.4233
[email protected]

Varies

Real Estate/
Non-Real Estate

Urban/Sub.

National

General

Farmers and Merchants Bank of LB
Jeffery R. Spinelli-Faris

562.799.2011
[email protected]

 

Real Estate

 

Los Angeles & Orange County, California

 

First NBC Bank
Brad Calloway

504.671.3814
[email protected]

Varies

Real Estate/ Non-Real Estate

 

National

All Areas

PNC Bank
David Gibson

421.762.3081
[email protected]

$4 Million

Real Estate/
Non-Real Estate

Urban/Suburban/
Rural

National

Community Facilities, Manufacturing, Real Estate

SunTrust Community Capital LLC
Eric Rosen

404.724.3634
[email protected]

$3 Million

Real Estate

Operating Footprint

Southeast & Mid-Atlantic States

General

U.S. Bancorp Community Development Corporation
Matt Philpott

314.335.2621
[email protected]

$5 Million

Real Estate/
Non-Real Estate

Urban/Sub./
Rural

National

All

Wells Fargo
Lee Winslett

619.699.3037
[email protected]

$4 Million

Real Estate/
Non-Real Estate

Urban/Sub./
Rural

National

General