Roy Nelson

Roy E. Nelson's Profile Image
Phone: 415-421-8900 ext. 684

Roy Nelson has more than 35 years of experience in municipal financings. He has extensive experience in the structuring and sale of certificates of participation, revenue bonds, and various types of short-term notes both as Underwriter and as Municipal Advisor. His clients have included municipalities, 501(c)(3) nonprofit health facilities, charter schools and various types of special districts. Mr. Nelson, who is based in San Rafael, has client relationships in all parts of the state and travels regularly to the Central Valley and Southern California in order to meet with clients in connection with their current or future projects.

Mr. Nelson is recognized as a leader in the financing of health care projects. He has successfully completed numerous financings for hospitals, clinics and other outpatient facilities, intermediate care facilities (assisted living and memory care), public health centers, community mental health centers, facilities for the treatment of chemical dependency, child day care facilities in conjunction with a health facility, adult day health centers, group homes and facilities for the developmentally disabled or mentally disordered. He works with both public entities and nonprofits.

He was instrumental in developing an innovative and unique financing program for smaller nonprofit health facilities. His pooled financing system has allowed smaller projects to be accomplished through the issuance of tax-exempt bonds. By pooling several small projects, a significant reduction in costs can be realized for such borrowers when compared with stand-alone financings.

Mr. Nelson is deeply committed to his clients and their financial success. Whether a project takes 90 days or several years to complete, he is there to support the client’s board or Council as well as management and staff from start to finish. He takes special pride in his work for the nonprofit 501(c)(3) health care organizations he serves and finds deep satisfaction in his role in helping these clients to grow and prosper.

Mr. Nelson, formerly of Altura, Nelson & Co., serves on an industry advisory group for the Cal-Mortgage Loan Guarantee Program of the State of California and speaks at various health care finance gatherings. He received a Master of Public Administration (MPA) degree from the University of Southern California with a specialization in municipal finance. He also has a B.A. in Political Science from Pepperdine University.