Carol Samuels
Managing Director, Government
Public Finance
Sector Expertise
Additional Expertise
K-14 (Community College Districts)
Carol Samuels is a managing director in public finance at Piper Sandler. She has worked with Oregon municipalities for nearly 35 years on financings of every type and description, traditional and non-traditional alike. She regularly assists school districts, cities and counties.
Samuels has developed particular expertise in the Oregon PERS System, and is often called upon to provide advice and education on the financial impact of the pension plan. She is active on local commissions and boards and has participated in panels charged with examining Oregon tax reform and the financing of education. Among such activities, she currently serves as the Chair of the Emerging Issues Committee of the Oregon Government Finance Officers’ Association, on the League of Oregon Cities’ Finance and Tax Committee and on the Oregon Association of School Business Officials Legislative Committee. She was presented with the OGFOA Honorary Life Member Award in 2016 and the Outstanding Contribution to Public Finance award in 2002. During the 1997 legislative session, she served as the tax and finance lobbyist for the League of Oregon Cities, during which time she represented cities in the drafting of Measure 50. As such, she has a strong understanding of the property tax system and other financing options for local governments. Samuels is also a member of the Piper Sandler Public Finance Operating Committee.
Prior to joining Piper Sandler, Samuels worked in the public finance groups of U.S. Bank and Donaldson Lufkin and Jenrette in New York. She also worked as a financial analyst for the Metropolitan Transportation Authority in New York and as a lobbyist for the Governor of New Jersey in Washington, D.C.
Samuels received a Master of Business Administration degree from the Yale School of Management and a bachelor’s degree from Tufts University. She holds FINRA Series 7 and 52 licenses.
Samuels has developed particular expertise in the Oregon PERS System, and is often called upon to provide advice and education on the financial impact of the pension plan. She is active on local commissions and boards and has participated in panels charged with examining Oregon tax reform and the financing of education. Among such activities, she currently serves as the Chair of the Emerging Issues Committee of the Oregon Government Finance Officers’ Association, on the League of Oregon Cities’ Finance and Tax Committee and on the Oregon Association of School Business Officials Legislative Committee. She was presented with the OGFOA Honorary Life Member Award in 2016 and the Outstanding Contribution to Public Finance award in 2002. During the 1997 legislative session, she served as the tax and finance lobbyist for the League of Oregon Cities, during which time she represented cities in the drafting of Measure 50. As such, she has a strong understanding of the property tax system and other financing options for local governments. Samuels is also a member of the Piper Sandler Public Finance Operating Committee.
Prior to joining Piper Sandler, Samuels worked in the public finance groups of U.S. Bank and Donaldson Lufkin and Jenrette in New York. She also worked as a financial analyst for the Metropolitan Transportation Authority in New York and as a lobbyist for the Governor of New Jersey in Washington, D.C.
Samuels received a Master of Business Administration degree from the Yale School of Management and a bachelor’s degree from Tufts University. She holds FINRA Series 7 and 52 licenses.