Philip Lam
Philip Lam, Associate Director, provides financial advisory, structuring and modeling services within the renewable energy market. He works closely with energy, utility, private equity, and Fortune 500 companies and focuses on pricing, tax and valuation analysis for complex equity and debt transactions. Philip develops dynamic financial models to efficiently evaluate funding sources and investment opportunities for clients looking to acquire, develop and invest in sustainable energy assets.
Prior to joining CCA Group, Philip worked in the Public Finance group at Zions Bank, where he was responsible for executing taxable and tax-exempt debt financings for education, healthcare, and real estate clients. To date, Philip has been involved with raising over $1.2 billion of equity and debt capital markets transactions. Prior to Zions Bank, Philip was a fixed income analyst at BNY Mellon.
Philip earned his Bachelor of Science in Finance from Indiana University.
Philip holds Series 7, SIE, and 63 licenses.
