Team

 

 

Ryan K. Nelson, CFA
Portfolio Manager: toggle

Ryan Nelson

Director

513-758-8494  •  Email

With nearly 20 years of experience managing fixed income products, Ryan creates tailored portfolio solutions addressing the unique investment needs of public sector clients. He is responsible for overseeing all aspects of the investment process and client servicing needs.

Jennifer C. Trowbridge, CFA
Portfolio Manager: toggle

Jennifer Trowbridge

Vice President

513-758-8493  •  Email

Jennifer has direct responsibility for the implementation of specific investment strategies and portfolio risk management controls for all clients. With nearly 15 years in the fixed income investment markets, she has the background and knowledge to build risk-adjusted client portfolios.

Eileen J. Stanic
Senior Relationship Manager: toggle

Eileen Stanic

Vice President

216-737-7332  •  Email

Eileen brings a thorough knowledge of state investment statutes and more than 25 years of experience to her clients’ investment needs. She is focused on building and maintaining public sector client relationships, which includes developing appropriate investment strategies and communicating results.

Tony J. Martino
Portfolio Analyst: toggle

Tony Martino

513-758-8496  •  Email

Tony provides the portfolio management team with comprehensive financial analysis of the fixed income markets. He performs in-depth client portfolio analysis and fixed income research, which includes following economic data, individual security analysis and understanding the specific investment needs of each client.

Racheal D. Griffin
Operations Specialist: toggle

Rachael Griffin

513-758-8483  •  Email

Racheal oversees the investment operations for public sector clients. Her background in the accounting industry gives her the ability to develop proper portfolio accounting and reporting standards, facilitate trade settlement and perform daily reconciliation of client accounts.