[email protected]
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]
4900 Key Tower
127 Public Square
Cleveland, OH 44114
Phone: (216) 479-8331

Richard D. Manoloff is experienced as bond counsel in general obligation and special obligation bond financings and as general counsel for Ohio political subdivisions, particularly school districts.

His representation includes counseling public sector clients regarding financings, public records, open meetings, real estate, construction, elections and tax levies. He is frequently invited to make public presentations on these topics. As a co-author, Mr. Manoloff has contributed to Thomson/West’s Ohio School Law.

Mr. Manoloff is listed in The Best Lawyers in America.

Mr. Manoloff is a member of the Board of Trustees of the Children’s Museum of Cleveland, past president of the Board of Trustees of the Cleveland Metropolitan Bar Foundation, former member of the Board of Trustees of the Ohio State Legal Services Association (which provides direct legal services to the poor of Southeastern Ohio and supports legal aid societies statewide), former chair of the city of Lakewood Community Governance Task Force (which rewrote the city’s charter approved by the voters in 2000), former member of the Rocky River Charter Review Commission, past president of the Board of Trustees of the Cleveland Association of Phi Beta Kappa, 2003 recipient of the Crain’s Cleveland Business 40 Under 40 distinction, member of the Cleveland Bridge Builders class of 2002, and member of Leadership Cleveland’s class of 2006. 

[email protected]
175 South Third Street
Suite 230
Columbus, OH 43215
Phone: (614) 227-3792

Patrick King joined Stifel in March 2009 after working with several other national public finance firms since entering the public finance business in 2001. Mr. King has worked on hundreds of short and long-term bond issues with a par amount in excess of $4 billion. His experience includes bond issues for cities, school districts, libraries, counties, special districts, authorities and park districts. Mr. King has made Ohio school finance a focus area of his career and has been engaged by dozens of Districts across Ohio to work on financings. Prior to his investment banking career, Patrick worked in local government in central Ohio. Patrick holds his Masters of Public Administration from The Ohio State University and a Bachelor of Arts from the University of Dayton. Patrick is a general securities representative (Series 7). Patrick is active in the central Ohio community and currently serves on the Board of Trustees for the Solid Waste Authority of Central Ohio, The Franklin County Hospital Commission and the Friends of the Columbus Metropolitan Library.

[email protected]
200 Public Square
Suite 2955
Cleveland, OH 44114
Phone: (216) 592-6810

Mr. Franz joined STIFEL in February 2009 in the firm's Cleveland public finance office.  Prior to joining STIFEL, he was employed at Wachovia Securities where he served two Ohio public finance offices, providing analytical and supportive services for issuers at the state, county, city and school district levels.  Mr. Franz has experience with voted and unvoted general obligation bonds, various utility revenue bonds, and various types of economic development revenue bonds.  Mr. Franz has worked on numerous financings for school district issuers including voted and unvoted general obligation bonds and notes, public issuances and private placements, tax anticipation notes, and certificates of participation.  Mr. Franz received his Masters of Business Administration from Cleveland State University, graduated from the University of Dayton with a BS in finance and economics, and is a NASD registered representative (Series 7, 50 and 66). 

[email protected]
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.

[email protected]
155 East Broad Street
Columbus, OH 43215
Phone: (614) 463-8065

Patricia Jackson is a Senior Vice President - Ohio Public Finance Group Manager at PNC Bank and currently manages the Ohio Public Finance Banking team.  Her group is responsible for providing a variety of tax exempt and taxable financing solutions such as letters of credit, lines of credit, standby purchase agreements and privately placed bonds for non-profit, higher education and government entities in the State of Ohio.

Patti joined PNC in 1989 and spent two years with the Credit Administration Department before joining the Corporate & Institutional Banking team in 1991.  Patti was a team leader in the middle market segment primarily providing banking solutions for both public and privately held companies.  In 2009, Patti joined the Public Finance team.

Patti received a bachelor's degree in Business Administration and International Business from Bowling Green State University and an MBA from Capital University.  She holds the FINRA General Securities Representative (Series 7), Uniform Securities Agent (Series 63) and Municipal Securities Principal (Series 53) licenses.  Patti is active in numerous philanthropic and professional organizations including: Board of Trustees and Finance Chair for BalletMet, Finance Committee and Parish Counsel for Our Lady of Victory Church, United Way E3 Women's Mentoring Program.

[email protected]
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.