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Painesville City Local Schools Awards Financial Services Contract to Caldwell Sutter Capital (July 2022)

Painesville City Local Schools logoPainesville City Local Schools
Approved
Jul 18, 2022

The 30-second brief

What it covers

Painesville City Local Schools will transition its investment management to Caldwell Sutter Capital after Boenning Scattergood was sold. The Treasurer is authorized to execute this change in the district’s financial services provider.

Who holds it

Caldwell Sutter Capital holds this financial services contract with Painesville City Local Schools. Its other public contracts on record include work for New Miami Local Schools.

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Contract details

Contract type
Financial Services
Document date
July 18, 2022
Vendor
Caldwell Sutter Capital
Agency
Painesville City Local Schools
Source document
painesville-city-local-schools-regular-meeting-agenda-july-18-2022_8ac.md (Agenda)

Caldwell Sutter Capital's other public contracts

Painesville City Local Schools, OhioCaldwell Sutter Capital Delivers Investment Management Services · Feb 29, 2024UndisclosedNew Miami Local Schools, OhioCaldwell Sutter Capital retained as underwriter/broker · Jul 28, 2022UndisclosedNew Miami Local Schools, OhioCaldwell Sutter Capital Retained for Financial Services · Jul 28, 2022UndisclosedNew Miami Local Schools, OhioCaldwell Sutter Capital Retained for Bond Services · Jul 28, 2022UndisclosedPainesville City Local Schools, OhioDistrict Approves Caldwell Sutter Capital For Investments · Jul 18, 2022UndisclosedAll Caldwell Sutter Capital contractsVendor profile

More Painesville City Local Schools contracts

Red Tree InvestmentInvestment Advisory Agreement Recommended for Red Tree Approval · Oct 12, 2026UndisclosedDelta Dental of OhioDelta Dental Selected for Painesville Schools Coverage · Sep 21, 2026UndisclosedMedical Mutual of OhioMedical Mutual Dental Coverage Ends December 2026 · Sep 21, 2026UndisclosedGrand River Yacht ClubGrand River Yacht Club Donation Approved · Sep 14, 2026$550Webb, FrancesFrances Webb Conference Travel Approved · Sep 14, 2026$1.4KAll Painesville City Local Schools activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Painesville City Local Schools?

Caldwell Sutter Capital was awarded this financial services contract by Painesville City Local Schools, as recorded on July 18, 2022.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in painesville-city-local-schools-regular-meeting-agenda-july-18-2022_8ac.md (Agenda), dated July 18, 2022 from Painesville City Local Schools. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Caldwell Sutter Capital hold?

Caldwell Sutter Capital may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Painesville City Local Schools currently buying?

Explore Painesville City Local Schools's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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