[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: (614) 357-0934

Jason Click holds a B.S. in Business/Finance from The Ohio State University, Fisher College of Business and has obtained his Certified Financial Planner™ certification. He has extensive investment experience and brings over 18 years of industry experience to his position. He has served in various management roles and financial advisory capacities throughout his career, and is currently a member of the firm’s executive management team. As well as being an instructor for State Treasurer’s CPIM training, State Auditor’s training, and various educational seminars, Jason is also a published contributor to industry publications.

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6125 Memorial Drive
Dublin, OH 43017
Phone: (614) 760-2111

Jason Headings holds a B.S. in Marketing and a B.S. in Finance from Miami University, Richard T. Farmer School of Business and is a Chartered Market Technician (CMT). He has over 12 years of investment experience. As Portfolio Manager of the Meeder Money Market Fund, he has been recognized with the Money Fund Intelligence Award by Crane Data in 2012 and 2013 and the “Top Manager Award” from iMoneyNet in 2011 and 2014. Each of those years the Fund ranked highest in the United States amongst all prime retail money market funds. He is an instructor at various educational seminars.

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10050 Innovation Drive
Suite 160
Miamisburg, , OH 45342
Phone: (937) 401-1920

Mike Fink is Managing Director of investments for Raymond James and Associates. Mike received his undergraduate degree in economics from Bowling Green State University, MBA from the University of Dayton and Certified Portfolio Manage designation from Columbia University. Mike has over 35 years of experience in the finance and investment  field the last 20 of which was working with public funds.

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4101 Wiseman Blvd.
San Antonio, TX 78251
Phone: 210-812-4119

Martita Corley has over 30 years mortgage banking experience managing escrow, payoff, and default groups.  Martita is currently the liaison between the taxing authorities and Wells Fargo.  Her focus is to build client relationships, identify process improvements, troubleshoot, and enhance the overall customer experience for the tax offices and homeowners.  What she likes most about her job is the opportunity to serve Wells Fargo, Taxing Authorities and Customers.

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4016 Allston Street
Suite 4
Cincinnati, OH 45209
Phone: (513) 758-8494

Ryan has over 25 years of experience in the investment industry with extensive knowledge concerning fixed income markets. For the last 18 years, he has specialized in assisting public entities and other agencies with their fixed income needs. Ryan leads business development at RedTree and oversees the firm’s investment process. His dedication to delivering unmatched service is evident by the many long-standing client relationships he maintains. 

Prior Experience
•  Baird Public Investment Advisors, Director and Portfolio Manager
•  Seasongood Asset Management, LLC, Chief Investment Officer 
•  Fort Washington Investment Advisors, Inc., Fixed Income Portfolio Manager 

Speaking Engagements
Ryan speaks regularly at professional development and continuing education training events, including those offered by the Ohio Treasury’s Center for Public Investment Management (CPIM). He is a sought-after speaker on financial topics and frequently presents to industry groups across the midwestern U.S.  Ryan’s speaking topics include:  Economic outlook, Interest rates, Ohio Revised Code (ORC) Chapter 135 Allowable Investments, and The Federal Reserve.

Education

Master of Business Administration, Xavier University

Bachelor of Science in Accounting, University of Kentucky

Certifications

Chartered Finance Analyst (CFA)

Series 7, 24, 65 (inactive)

[email protected]
2012 West 25th Street
Suite 504
Cleveland, OH 44133
Phone: 216-515-8300

Robin Darden Thomas brings a background in education and 28 years experience in county government to Western Reserve Land Conservancy’s Thriving Communities.

She served as Interim County Treasurer and as Chief Deputy Treasurer of Cuyahoga County, where she was responsible for the collection of nearly $2 billion of taxes annually and the investment of Cuyahoga County’s $500 million portfolio.

Robin negotiated the first tax lien sale/purchase agreement in Cuyahoga County and was instrumental inestablishing a funding mechanism for the county land bank. She streamlined the activities of the Treasurer’s office, drastically reducing the time required to disburse tax revenue to local schools, municipalities and other taxing entities.

Prior to joining the Cuyahoga County Treasurer’s office, her public service experience included the coordination of property assessments and real estate taxation for the Cuyahoga County Auditor’s office.

Robin joined Jim Rokakis at Western Reserve Land Conservancy’s Thriving Communities in August 2011 following her retirement from government service. Her primary role is working with Ohio counties in establishing county land banks. She is also an integral part of the operation of Thriving Communities.

Robin received her bachelor’s degree and master’s degree in education from the University of Virginia, and an MBA from Cleveland State University.

[email protected]
2012 West 25th Street
Suite 504
Cleveland, OH 44113
Phone: 216-515-8300

TBD

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75 East Wilson Bridge Road
Suite C3
Worthington, OH 43085
Phone: (614) 885-7596

Dennis Yacobozzi is the President and CEO of United American Capital Corporation (UACC), a registered investment advisor specializing in the management of public funds.  Founded in 1991, UACC provides investment management services to public entities throughout Ohio. The firm’s managed assets include counties, municipalities, school districts, institutions of higher learning, and other public entities.

UACC is a recognized name in the area of public funds.    With over $5 billion under discretionary management, UACC is the largest firm in Ohio to exclusively manage the investments of public entities.

Mr. Yacobozzi regularly participates as an instructor for many professional organizations including  CTAO, OASBO, OAPT.  He has authored several courses and continues to participate as an instructor for the Center for Public Investment Management.

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30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: 614-728-9251

Mrs. Lewis oversees the Legislative, Policy and Constituent Affairs Department which serves as the liaison between the Treasurer’s office and the General Assembly. The department also identifies, researches, and develops policy positions and initiatives affecting the Treasurer’s office. Prior to arriving at the Treasurer’s office, Lizz worked as a Policy Advisor for former Speaker of the House, William G. Batchelder. She graduated with a Bachelor of Arts in Political Science from Kent State University.