Dr. Lindsey Piegza is the Chief Economist for Stifel Fixed Income. She specializes in research and analysis of economic trends and activity, world economies, financial markets and fiscal policies.

Piegza joined Stifel in 2015 amid the merger with Sterne Agee where she was Chief Economist. Prior to her roles with Stifel and Sterne Agee, she was the Senior Economist for an investment bank for eight years in New York City.

In addition to more than 13 years of professional experience, Piegza has published academic papers in prestigious journals such as the Harvard Business Review and in textbooks from Northwestern University’s Kellogg Graduate School of Management.

Often quoted in the business press, Piegza is a regular guest on CNBC, Fox News, CNN and Bloomberg, as well as national radio and other business news outlets. She is also a highly sought after speaker across national and international forums.

Piegza is a member of the National Association for Business Economics (NABE) and American Economic Association (AEA). She holds a B.A. from Northwestern University in political science and a B.A. in economics with honors and distinction. She earned her Ph.D. in economics from the City University of New York. She is a native of Chicago and is based in Stifel’s downtown Chicago office.

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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)

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1950 North Mallway Drive
Upper Arlington, OH 43221
Phone: (614) 487-5000

Mr. Geistfeld joined the Upper Arlington City SD as Treasurer/Chief Financial Officer in November 2005.  Prior to joining Upper Arlington, he was the Treasurer of the Olentangy Local SD in Delaware County.  Mr. Geistfeld has served in public school districts since 2001 in various capacities. Before working for public schools, he worked in the private sector as a senior manager with the accounting firm, KPMG.

Mr. Geistfeld received a Master of Business Administration from Mount Vernon Nazarene University and a Bachelor of Science in Business Administration from The Ohio State University. He also is a certified public accountant.

He is a Past President of the Ohio Association of School Business Officials (OASBO) and a member in both the Government Finance Officers Association (GFOA) and the Tri-Village Rotary.

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41 South High Street
HC0810
Columbus, OH 43215
Phone: (614) 480-4368

Cheryl Schultz is a Vice President and Relationship Manager for Huntington Bank’s Government Banking Division.  In this capacity, Cheryl is responsible for the retention, deepening, and growing of business with political subdivisions in Central Ohio market by providing Huntington’s full array of financial services.  These services include treasury management, cash management, investments, public finance, trust, credit card, insurance and deposit products.  Cheryl serves as relationship manager for Treasurer of State of Ohio and City of Columbus along with 250 other government entities including School Districts, Townships, Cities and Counties in the Central Ohio region. 

Cheryl began her career in Government Banking in 2002 when she moved from Central Indiana to Central Ohio.  Cheryl has over 30 years of banking and relationship management experience in Government Banking, Corporate Trust and Trust Operations.  She holds a Bachelor of Science degree in Public Relations from Ball State University.

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2155 Miramar Boulevard
University Heights, OH 44118
Phone: 216-320-2069

Eric is currently serving as Assistant Treasurer of the Cleveland Heights-University Heights City SD and has been a school business official since 2012. He holds a Master of Business Administration and an Ohio School Treasurer's license, and also has a unique background in architecture/environmental design. He has a mindset to build trust and make a lasting impact in the field of education by demonstrating a hard work ethic, integrity, creativity, and an encouraging, yet humble, attitude.

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30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: 614-466-8046

Walt Myers is the Director of Trust in the Ohio Treasurer’s Office and has 32 years of financial industry experience.  Mr. Myers joined the Ohio Treasurer’s Office in 2014.  In his position, Mr. Myers remit in the Ohio Treasurer’s Office includes: Collateral Operations, Trust Operations, Trust Custody and Compliance, and CD Programs.  

Previously, Mr. Myers was a Managing Director at JPMorgan’s Corporate and Investment Bank.  He held several positions through his tenure at JPMorgan including an expatriate assignment as Client Service head for Investor Service’s European, Middle East and Africa Client Service organization.  Just prior to joining the Ohio Treasurer’s Office in 2014, Mr. Myers was responsible for a Columbus Ohio based institutional securities operations department including benefit payment services and institutional custody services.

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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.

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100 South Third Street
Columbus, OH 43215
Phone: (614) 227-8805

Jon is a partner in Bricker & Eckler's Litigation group. He represents hospitals, municipalities, businesses and individuals before courts and administrative boards throughout the state. He represents school districts before county boards of revision, the Ohio Board of Tax Appeals and the Supreme Court of Ohio.

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100 South Third Street
Columbus, OH 43215
Phone: (614) 227-8885

Megan is an attorney in Bricker & Eckler’ s Education practice group.  Megan regularly represents public school districts before county boards of revision, the Ohio Board of Tax Appeals, and the Ohio Supreme Court in disputes related to the valuation and exemption of real property.

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255 East 5th Street
Suite 1000
Cincinnati, OH 45202
Phone: (513) 826-0551

Mr. Cashell is a Managing Director in the Cincinnati, Ohio Municipal Finance office of RBC Capital Markets and manages Public Finance for Ohio.

Mr. Cashell joined RBC Capital Markets in 2002 after serving as Chief Operating Officer/Chief Information Officer for Cincinnati Public Schools. As COO/CIO, Mr. Cashell oversaw all non-instructional areas for the district. Prior to coming to Cincinnati, Mr. Cashell served for nine years in finance, policy and administrative positions in Delaware state government. His last position there was Associate Secretary of Education for Finance, Policy and Administrative Services. In the latter role, Mr. Cashell acted as the Chief Financial Officer for the State Department of Education.

Mr. Cashell specializes in education and local government transactions including tax increment financing (TIF). Mr. Cashell also administers several large structured pooled financing programs in the State of Ohio.

Mr. Cashell currently holds Series 7, Series 63, Series 53, Series 24 and Series 50 licenses. Mr. Cashell holds Bachelor of Science and Master of Science degrees in Economics from the University of Delaware, specializing in mathematical economics and econometrics.

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255 East Fifth Street
Suite 1000
Cincinnati, OH 45202
Phone: (513) 826-0547

Katie Kleinfelder has worked with municipal clientele since she began her career with Seasongood & Mayer 14 years ago. She was the first woman hired by the firm as a municipal investment banker while she completed her law degree. As a Director with RBC Capital Markets, she works with a broad array of general obligation and revenue credits in Ohio including school districts, universities and colleges, cities, villages, counties and townships.  Her career has allowed her to gain expertise in all sectors of Ohio public finance, and she is the company’s expert on Ohio municipalities, specifically.

Katie personally analyzed and structured over $6 billion of short- and long-term financings.  She has extensive experience financing and refinancing various revenue based funding programs, including various taxable and tax-exempt, fixed and variable rate structures.  Over the past five years, Katie has served a diverse list of municipal clients as senior managing underwriter including the following selected clients: City of Cleveland, Cleveland State University, the Cleveland Metropolitan School District, the City of Kettering, the City of Lima, Denison University, Lakewood City School District, Middletown City School District, The Ohio State University, Northwest Local School District (Hamilton County), and Youngstown State University.

Katie works to tailor the ideal plan of issuance considering the timing of the transaction with the current market environment, the plan of repayment, and to limit the risk of the issuer. Katie is an organized leader; her legal background has served clients well. She offers a critical eye to the bond documentation, compliance, disclosure and overall financing structure.

Katie’s prior experience includes a clerkship with Justice Evelyn Lundberg Stratton of the State of Ohio Supreme Court. She is an active member of the G.F.O.A. locally, and at the state and national levels. Along with her legal and securities licenses, Katie has a B.A. in Economics, Cum Laude, and is a graduate of the Honor’s Program of Denison University, Granville, Ohio. She obtained her Juris Doctorate from the University of Cincinnati, College of Law.  She is the proud mother of four children and resides in Montgomery, Ohio with her family.

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212 East Fifth Street
Suite 1000
Cincinnati, OH 45202
Phone: (513) 826-0582

Mr. Laskey is a Director in the Cincinnati, Ohio Municipal Finance office of RBC Capital Markets and has worked at RBC Capital Markets since July of 2006.  Andrew has worked with hundreds of local governmental entities throughout Ohio on debt offerings including school districts, cities, counties, townships as well as the State of Ohio.  Additionally, Andrew has presented at numerous conferences on a variety of topics related to municipal bond issues and the bond underwriting process.

Andrew currently serves on the Board of Trustees for the Ohio Municipal Advisory Council, a repository of statistical information relating to Ohio municipal issuers and their securities.  Mr. Laskey formerly served on the Board of Trustees for Clovernook Center for the Blind in Cincinnati but remains actively involved in the organization. 

Andrew attended the University of Cincinnati and graduated Magna Cum Laude from the Honors-PLUS business program. He is a Registered Securities Representative, registered with the NASD and SEC.

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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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1587 West Third Avenue
Columbus, OH 43212
Phone: (614) 485-4021

Beth joined Grandview Heights City School District as Treasurer on July 1, 2014, with 17 years of governmental accounting and financial reporting experience.  Prior to joining Grandview, Beth served as Treasurer of Pleasant Local Schools in Marion County since 2007.  Prior to becoming a school district Treasurer, she spent about 10 years with the State Auditor’s Office, serving most recently in the position of Senior Audit Manager.  Beth is a graduate of Heidelberg University with a Bachelor of Science Degree in Accounting.  She is also a Certified Public Accountant. 

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348 South Cassingham Road
Bexley, OH 43209
Phone: (614) 231-7611

Kyle F. Smith became the Treasurer/CFO of Bexley City Schools in January 2017. Since 2007 Kyle has served as Assistant Treasurer (2009) and Treasurer (2012) of Portsmouth City Schools and Assistant Treasurer at Upper Arlington City Schools (2016). He holds a bachelor’s degree in business administration (finance) from Ohio University’s Athens campus. He serves as a trustee on the Government Finance Officers Association of Ohio and on two committees (Legislative & Finance) of the Ohio Association of School Business Officials. 

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21 East State Street
Columbus, OH 43215
Phone: (614) 744-7595

Mr. Founds joined Fifth Third Securities in 2013 follow twenty-five years of combined experience in government finance and investment banking. His experience includes seventeen years as treasurer/CFO for various Ohio school districts and over nine years in public finance and municipal bond underwriting.

Mr. Founds has worked with school districts, municipalities, special taxing districts, and other municipal debt issuers. He has been involved in various types of financings including general obligation, certificates of participation (COPs), unvoted debt bond anticipation notes (BANs), rolling note programs, and permanent improvement borrowing.