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Public Investment Advisors
Making every investment dollar count.
As public entities face ever increasing budget constraints, the need to maximize investment earnings is more important than ever. With the economic environment changing, building a suitable portfolio of investments to meet current cash flow needs – while maximizing interest earnings – is very difficult, especially in a time when many public officials are asked to do more with less.
We understand these struggles and have the resources, experience and expertise to assist you in developing an investment strategy that works. We work directly with your administrative team to develop a specific portfolio of investments that seeks to maximize your interest earnings while maintaining safety and liquidity.
Our Investment Management Services
Portfolio Management and Analysis
Cash Flow Analysis
Bond Proceeds Management
Compliance Reporting
Comprehensive Accounting and Reporting
Training and Education
Investment Policy Reviews
About our team
Baird Public Investment Advisors team includes Ryan Nelson, Jennifer Trowbridge and Eileen Stanic. This portfolio management team has years of experience managing investment portfolios for public entities. Together, they provide portfolio management services, including the development of investment strategies for public entity clients. This involves a thorough knowledge of state investment statutes and client specific investment parameters.
Ryan Nelson
Director and Portfolio Manager
Ryan's fixed income management responsibilities include investment portfolio development and client relationship management. Prior to joining Baird, he was Chief Investment Officer of Cincinnati-based Seasongood Asset Management, LLC (now RBC Capital Markets), where he was responsible for all fixed-income investment management activities for the public fund clients. Ryan obtained his undergraduate degree in Accounting from the University of Kentucky and his MBA in Finance from Xavier University. Ryan has received the Chartered Financial Analyst designation and is a current member of the CFA Institute.
Jennifer Trowbridge
Vice-President and Portfolio Manager
Jennifer's fixed income management responsibilities include economic research, investment portfolio development and client relationship management. Prior to joining Baird, Jennifer was Director of Client Services at Cincinnati-based Renaissance Investment Management, where she was primary contact for all firm relationships and responsible for incoming marketing and financial advisor inquiries. Jennifer earned her undergraduate and MBA degrees in Finance from Xavier University. Jennifer has received the Chartered Financial Analyst designation and is a current member of the CFA Institute.
Eileen J. Stanic
Vice-President and Senior Relationship Manager
Eileen's
fixed income responsibilities include investment portfolio development and client relationship management. Based in Cleveland, Stanic will work alongside the Baird Public Investment team to assist in developing tailored investment strategies for public entities. In addition, Eileen manages communication and reporting requirements to all public entity clients. Prior to joining Baird, she was Managing Director and Chief Compliance Officer at Productive Portfolios, Inc. where she served as the primary economic analyst and led firm-wide investment strategy while advising numerous Ohio public entities on their investment needs. Prior to that, she served as Treasury Manager at the Richard E. Jacobs Group, Inc. for 18 years where she managed their sizable investment portfolio. Eileen obtained a bachelor degree in accounting from Cleveland State University and has successfully completed Level II of the CFA Exam. She is a member of the CFA Institute and the CFA Society of Cleveland.
Tony J. Martino
Portfolio Analyst
Tony joined Baird in 2011 as a Portfolio Analyst. He has several years of financial analysis experience. Tony brings his in-depth analytical skills and client service experience to his role at Baird. His responsibilities include client account analysis, reconciliation, investment reporting and other daily correspondence.
Prior to joining Baird, Tony was an investment officer for the Hamilton County Treasurer. His responsibilities included investing and managing the County’s investment portfolio. Within that position, he analyzed the current market, structured the investment portfolio, and provided financial reports to various departments of the County.
Tony obtained his undergraduate degree in Finance from the University of Cincinnati. He is a Level I candidate in the CFA Program.
Contact Information
Toll Free: 888-596-2293
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