About

Evergreen Conservation Finance is an affiliate of Evergreen Capital Advisors, which was founded in 1993 by Daniel Patrick O'Connell. Evergreen Conservation Finance is based in Washington, D.C. with offices in Princeton, New Jersey; Baltimore, Maryland; and Lancaster, Pennsylvania. Evergreen has remained small by design so that its professionals could focus their attention on a limited number of clients. Evergreen operates on the premise that financial advisory clients are consistently and best served by experienced and independent individuals and not by large firms.

Evergreen Conservation Finance focuses on providing financial advisory services to state and local governments for farmland and open space preservation programs. No other financial advisor in the nation has Evergreen's history of addressing the financing needs of farmland and open space preservation programs. Evergreen's professionals understand the issues that drive these programs and have a national reputation for knowledge and innovation in dealing with these issues. Learn more about Evergreen's service offerings and specific transactions.

Evergreen also offers a broad range of financial advisory services including general obligation bonds, revenue bonds, refinancings, construction and state agency financings, tax increment financings, master lease agreements, and swaps advisory work through Evergreen Capital Advisors. Learn more about Evergreen Capital Advisors.

Evergreen founder Pat O'Connell has 28 years' experience working with municipal securities. His experience includes 14 years as a financial advisor, 11 years in public finance for a regional investment bank and three years in securities sales for a Wall Street firm. Pat O'Connell's specialty has been financings for farmland and open space preservation. The installment purchase program that he designed for Howard County, Maryland was given the GFOA's Award for Excellence in Financial Management. Evergreen Managing Director Honora Freeman has 22 years' experience in government, including 12 years with Baltimore County and 10 years with Baltimore City, ultimately serving as Deputy Chief of Staff for Mayor Schmoke. Jackie Lopez-Ona, a Managing Director, has over 15 years' experience in financial and economic analysis. Tom Daniels, an Advisory Director, is the leading expert on farmland preservation in Pennsylvania. Phil Gottwals, also an Advisory Director, brings over 16 years of experience in agricultural development and marketing at the local, state, and national levels. Learn more about Evergreen's professionals.