Constituent Societies

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The California Society of Municipal Analysts (CSMA) was established in 1986 as a non-profit organization for the purpose of encouraging professional development through discussions, meetings and presentations of issues relevant to municipal credit analysis. The CSMA is the California affiliate of the National Federation of Municipal Analysts.

Membership in the society is open to municipal analysts and municipal portfolio managers who meet the standards as established by the organization and outlined in the By-laws. Dues are collected annually by the NFMA on behalf of the CSMA. The CSMA welcomes new members to the organization and encourages their participation. Currently, there are over 100 members in the CSMA.

Meeting handouts are available: click here.

Suggestions for events or topics?  Click here.

2026 Officers

Chair Dave Rodriguez Saybrook Fund Advisors
Vice Chair Tim Tung Allspring Global Investments
Secretary/Treasurer Pascal St. Gerard  Fitch Ratings
Senior Program Chair Krystal Tena S&P Global Ratings
Program Chair Pat Liberatore  Charles Schwab
At Large Member Sunny Zhu Moody's Ratings
Immediate Past Chair Todd Tauzer Segal 

 

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