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Mr. Kennedy has spent his entire career providing legal guidance and creative solutions for banks, bank holding companies and their directors, officers and shareholders on corporate, regulatory, mergers and acquisition, capital raises and debt financing.

His practice also includes tax credit finance utilizing New Markets and Historic tax credit programs on federal and multi-state levels. He has represented and structured numerous complex financings for non profit project sponsors including universities, churches and other nonprofit entities.

• Georgetown University – Washington, DC (1975)
• St. Mary’s University School of law (1978) – served as Articles Editor for St. Mary
• Selected as a Briefing Attorney for Supreme Court of Texas

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Dub represents both established and start-up private companies, financial institutions, non-bank lenders, and investment funds in day to day management. He also handles transactions, as well as all phases of the business life-cycle – including formation, acquisitions and dispositions, mergers, conventional debt financing, equity and debt securities offerings. In addition, he is experienced with commercial negotiations and transactions, executive compensation plans, and corporate governance.

Dub spent time early in his career in executive management positions in both the banking and manufacturing industries. He now approaches client matters with the same “owner” mentality he used while on the business side and a focus on efficient problem solving.

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Leroy Ramos handles a wide range of legal matters for clients.  He helps financial institutions in the commercial lending process and helps bring products to market by navigating an ever-changing legal and regulatory environment. He also counsels companies in everyday matters, including securities offerings and corporate governance.  Leroy enjoys playing chess and running, and is happiest when watching the Milwaukee Bucks with his wife and kids.

Education

• University of Wisconsin Law School, J.D. 2012
• Marquette University, B.A. 2006

Practice Areas

• Corporate Securities
• Regulatory Compliance
• Financial Institutions
• Mergers and Acquisitions
• Finance
• Commercial Lending

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Patrick III focuses his practice on tax, real estate, and business transactions. Based in Los Angeles, he has extensive experience structuring complex transactions combining tax incentives, such as New Markets Tax Credits, Historic Tax Credits, Low-Income Housing Tax Credits, Renewable Energy Tax Credits, and Opportunity Zones, with state tax credits and other financing sources in a variety of community development transactions. Patrick has represented institutional investors, lenders, developers, nonprofit organizations in transactions across the country. In addition to his tax credit financing and real estate expertise, Patrick regularly advises privately owned businesses, entrepreneurs, and nonprofit organizations on federal and state tax planning for partnerships, corporations, and tax-exempt entities.

Education

• Georgetown University Law Center, JD / LL.M. in Taxation, 2010
• Georgetown University, AB, 2007

Practice Areas

• Taxation
• Business Transactions
• Tax Credit Finance
• Community Development Finance
• Real Estate

Admissions

• California Bar
• Texas Bar

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Haley Metteauer is an associate attorney who offers counsel on a variety of corporate, financial and regulatory matters. With experience in corporate governance and aiding in the operations of complex business structures, Haley is well-suited to assist clients in navigating any operational challenges, opportunities, or transitions that their organization may encounter. Outside of the office, Haley enjoys being in nature, creating and observing art, and good food.

Education

• St. Mary's University School of Law, J.D., cum laude (2021)
• Texas A&M University, B.A. (2018)

Practice Areas

• Banking Compliance
• Corporate Governance
• Finance
• Financial Institutions
• Regulatory Compliance
• Commercial Lending

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Jason Shoup is a new associate attorney but has over a decade of legal experience most recently with a local Intellectual property firm. Jason has experience in a broad range of industries including assisting businesses with acquisition and sale transactions, private placements of debt and equity securities, financing transactions, SEC compliance, private equity investments, employee compensation plans, corporate governance, and other general corporate matters. Jason also has experience in assisting financial institutions in mergers, acquisitions, holding company formations, regulatory reporting, and applications. He is currently working towards a certificate as a data privacy specialist. Jason is originally from Boston and remains an avid Boston sport fan catching all the major Boston sports team’s games on a daily basis.

Education

• St. Mary’s School of Law JD ‘18
• St. Mary’s Greehey School of Business MBA ‘18

Practice Areas

• Corporate and Securities
• Regulatory Matters
• Data Privacy and Cyber Security

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Michael Finley is an attorney in Kennedy Sutherland’s Austin office who offers a wide range of services to financial institutions and other businesses. Michael specializes in regulatory compliance issues surrounding consumer and commercial lending, drafting lending documentation, and state and federal historic preservation tax credits. In his spare time, Michael enjoys fishing, hiking, and spending time with friends and family.

Education

• St. Mary’s University School of Law, J.D. Cum Laude (2019)
• The University of Texas at San Antonio, B.S. (2014)

Practice Areas

• Banking and finance services
• Financial and regulatory compliance
• State and federal historic preservation tax credits
• Lending documentation
• Treasury management and payment systems
• Entity formation, mergers, and acquisitions

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Kassady Thomas is an associate attorney who offers counsel on a variety of corporate, financial, and real estate matters. Representing both established and start-up private companies, financial institutions, and investment funds, Kassady specializes in business transactions at all phases of the business life-cycle - including formations, mergers and acquisitions, and debt financing. Outside of the office, Kassady enjoys reading, yoga, and foreign language courses.

Education

• St. Mary’s University School of Law, J.D. (2021)
• The University of Texas at San Antonio, B.A. (2018)

Practice Areas

• Corporate Securities
• Mergers & Acquisitions
• Finance
• Business Transactions
• Real Estate

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Daniel Koehl is a certified public accountant (CPA) who worked in public accounting as a financial statement auditor for 13 years prior to joining Kennedy Sutherland LLP in June of 2018. As Chief Financial Officer, Daniel oversees the firm’s financial management through his involvement in treasury management, financial reporting, payroll and incentive compensation management, and productivity reporting/monitoring. Daniel strives to be a team player who pitches in where he can regardless of how big or small the task might be. Daniel enjoys playing golf, watching sports, and being with his wife and 3 young children as much as he possibly can.

Education

• The University of Texas at Austin – Masters Degree in Professional Accounting
• The University of Texas at Austin – Bachelor of Arts in Government
• Certified Public Accountant

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Rebecca Lopez is a native Texan that has been a part of the Kennedy Sutherland team since June 2018. Her hybrid role with the firm comprises accounting, administration, and people services. Rebecca always strives to improve the flow of the KS team, and she lends a helping hand wherever the opportunity arises. In addition to visiting Texas State Parks with her husband, Rebecca enjoys music, skydiving, and just about any outdoor activity!

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Bradley joined Kennedy Sutherland in 2020 having earned his bachelor’s degree in finance from Brigham Young University – Idaho. Currently, Bradley serves as the Chief of Staff where he has been making significant contributions to the continued success of the company and its affiliates. Bradley works directly with our Founding Partner, Pat Kennedy, assisting with all day-to-day operations.

Apart from his professional commitments, Bradley is also an avid cyclist, a fitness enthusiast, and a food lover.

Education

• Brigham Young University, Finance

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John “Spencer” Kachmar joined the Kennedy Sutherland team in late 2022. Spencer currently acts as an assistant to the executive team at Kennedy Sutherland, helping with various tasks at the firm. Spencer also collaborates closely with the affiliated bank and development company, working to engage with and push projects through at various levels, as well as submitting federal grants and applications, most through the CDFI Fund.

Born and raised on an Island off the coast of Maine, Spencer enjoys sailing, skiing, the outdoors, and escaping the Texas heat whenever he gets the chance.

Education

• Villanova University, B.A. Economics & Psychology (2021)

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Kelli Huston joined Kennedy Sutherland in July of 2023 after completing her Paralegal certification from UTSA’s PaCE program. Her role as paralegal has her juggling many hats for the team and using her attention to detail and efficiency to help the team run smoothly. She has extensive knowledge in banking and mortgage loans, which helps her with her daily tasks. Kelli enjoys spending time with her husband and 2 children, watching her kids play sports (golf and volleyball), watching the Astros play baseball and enjoying a nice patio day.