A wealth management, investment banking & institutional services firm helping investors, organizations and municipalities since 1935. Member FINRA, SIPC.

Joined January 2012
301 Photos and videos
22 Dec 2022
As holiday time approaches, the team here at HJ Sims would like to wish you and your families happy holidays. We hope you have a warm, safe and prosperous holiday season and that the goodness of the season is with you into the new year.
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9 Dec 2022
On Rolling Stone’s list of the greatest songs of all times, the Ray Charles version of “Georgia On My Mind” ranks as number 44. This week, Georgia is on the mind of millions of people around the world in the political battle for a U.S. Senate seat and momentum going into the nex
23 Nov 2022
As we get closer to the end of another year, we pause to wish you and your families a warm and happy Thanksgiving. We at HJ Sims hope this season brings you many reasons to be grateful.
18 Nov 2022
Registration is open for the 20th Annual HJ Sims Late Winter Conference. Join us in Sarasota, FL on February 14-16, 2023. This year’s event will examine trends and developments critical to the success of charter schools and senior living communities: cvent.me/z53Vm9
15 Nov 2022
Last week, Andrew Nesi, Executive Vice President, attended the topping-off ceremony for Broadview Senior Living at Purchase College along with over 100 future residents. Congratulations to the Broadview team on the progress of their beautiful, new community in Westchester County!
14 Nov 2022
The @LeadingAgePA Fall Finance Conference kicks off this week in Lancaster, PA. Jim Bodine, Executive Vice President and Siamac Afshar, Vice President will be there. Be sure to join them for one of our sessions at the conference: hjsims.com/leadingage-pa-202… #seniorliving
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11 Nov 2022
Join HJ Sims, @LISC_HQ and PCSD for a session on the key to planning a successful expansion at the CA Charter Schools Leadership Update Conference next week. Attendees will walk away with the tools to solve their financing challenges. Learn more: hjsims.com/csdc-2022-califor…
7 Nov 2022
Some secret codes can be quickly cracked by Mensa kids or quantum computers, others take a lot longer. Similarly, central bankers around the world have developed their own cryptic language that traders and investors struggle to decipher. Read more: hjsims.com/market-commentary…
28 Oct 2022
Pumpkins go hand in hand with Halloween and Thanksgiving, and both holidays draw near. It is the season of plenty - plenty of inflation in food, bond yields, fund outflows, bearishness and fear of missing out. Read more in this week’s Market Commentary: hjsims.com/market-commentary…
26 Oct 2022
Last week, HJ Sims kicked off the #LeadingAge22 with our annual Women's Brunch to celebrate, support and inspire women leaders in senior living. We were thrilled to host such a dynamic group of women. A special thank you our panelists for sharing their stories. #WomenLeaders
20 Oct 2022
Our Education Finance team is exhibiting at the Florida Charter School Conference this week in Orlando, FL. Be sure to visit us at booth #507. #FCSC22 #charterschools #investmentbanking
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17 Oct 2022
#LeadingAge22 is off to a great start. Be sure to join us for drinks and hors d'oeuvres at our Cocktail Reception this evening from 5:30 - 7:30 pm at the Hyatt Regency Denver.
14 Oct 2022
HJ Sims successfully closed a $1m private placement for start-up charter school, @CincyClassical, with the entire taxable note funded by private wealth management clients of HJ Sims. Read the full case study to learn about this unique financing solution: hjsims.com/cincinnati-classi…
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13 Oct 2022
The Milky Way is vast. Near the edges it appears sloppy, quite twisted and warped. In the financial markets these days, there is quite a lot that is warped, twisted and bubbly. Read this week's Market Commentary for a look at current market conditions: hjsims.com/market-commentary…
11 Oct 2022
Join HJ Sims, @LifeSpireLiving and @UCHomes for a thought-provoking session at #LeadingAge22 that will explore how two very different organizations positioned themselves to take advantage of consolidation opportunities. Learn more: lnkd.in/e6x9x4mY
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5 Oct 2022
We are profoundly saddened at the passing of our dear colleague and friend, Philip Gilboy. Based in Charlotte, NC, Phil led the HJ Sims Trading and Institutional teams. Truly one of a kind, Phil will be missed dearly. Read the full tribute - hjsims.com/philip-gilboy-tri…
5 Oct 2022
“Education is the most powerful weapon which you can use to change the world.” - Nelson Mandela Happy World Teachers’ Day to all of the teachers educating, protecting and caring for our children. Thank you for doing one of the most important jobs there is. #worldteachersday
4 Oct 2022
HJ Sims is proud to be a sponsor of the @LeadingAgePA Fall Finance Conference next month. Join us for two days of live education sessions designed for aging services leaders and finance professionals on Nov. 15-16 in Lancaster, PA. Register today - my.leadingagepa.org/NC__Even… #LAPA
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4 Oct 2022
A special congratulations to our friends at Mary Wade as they celebrated their brand-new, state-of-the-art senior living residence offering assisted living and memory care, Chatham Place at Mary Wade. #seniorliving #ribboncutting #marywade
30 Sep 2022
On Wall Street, we have entered what is labeled a Bear Market. By naming inanimate things, it is said that we humanize them, causing us to pay more attention and care more. Read this week's Market Commentary for a better grasp on the current markets: hjsims.com/market-commentary…