[email protected]
200 Public Square
Cleveland, OH 44114
Phone: 216-515-6906

[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: 614-923-1151

James McCourt joined the fixed-income investment management team at United American Capital Corporation in June 2008, and has over 11 years of financial industry experience. His duties include the daily management of UACC’s client portfolios, executing trades, and participating in the development of the firm’s overall fixed-income strategies. In addition, he is responsible for maintaining the performance records for the firm and conducting market research. Prior to joining UACC, Jim was a credit analyst in the Business Banking division at JPMorgan Chase. Mr. McCourt earned a B.S. degree from The Ohio State University and an M.B.A. from Capital University. He is also an active member of the CFA Institute and the CFA Society of Columbus. 

[email protected]
30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: (800) 228-1102

Jonathan Azoff is the Director of the Office of Debt Management and Senior Counsel with the Ohio Treasurer’s office.  In that capacity, he manages the debt issuance process for the various general obligation, revenue, and special obligations for which the Treasurer serves as the issuing authority. He also oversees the servicing of the State’s approximately $10.5 billion debt portfolio.

Jonathan is an advisory board member of the National Association of State Treasurers—State Debt Management Network.  Prior to joining the State, he was an attorney with the law firm of Arnall Golden Gregory LLP in Atlanta, Georgia.  Jonathan earned his J.D. from the Emory University School of Law and his B.A. from Tulane University.

[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]
30 West Spring Street
Columbus, OH 43215
Phone: (614) 466-7090

Susan Willeke is an accomplished government - relations professional with more than 20 years’ experience in public affairs, communication and public speaking.  Susan joined the Ohio Ethics Commission in 2005 as the Education and Communications Manager where she oversees and conducts educational and communication outreach.  In that position, Susan presents approximately 200 speeches annually, develops information strategies regarding agency programs and represents the Ethics Commission to Ohio citizens, the media and the Ohio legislature.  Prior to joining the Commission, Susan served in the communications office at the Ohio Environmental Protection Agency and as a legislative aide in the Ohio House of Representatives.   

Susan is a Summa Cum Laude graduate of Ursuline College in Pepper Pike, Ohio.  In 2011, she was selected to present at TEDx Columbus, a conference for “Ideas Worth Sharing” and identified as one of Central Ohio’s “Leading Thinkers and Doers.”

[email protected]
Phone: 216-787-3665

Katie Darno is an Audit Manager with the Ohio Auditor of State’s financial audit group in the northeast region. The Financial Audit Group is responsible for conducting financial audits of public entities as required by Ohio law. Katie has on-site responsibility for audits in Cuyahoga and Geauga counties.

Katie has been with the Auditor of State for 6 years. She has a Bachelor’s Degree majoring in Accounting and Financial Management from Hiram College.

[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: 614-923-1151

James McCourt joined the fixed-income investment management team at United American Capital Corporation in June 2008, and has over 11 years of financial industry experience. His duties include the daily management of UACC’s client portfolios, executing trades, and participating in the development of the firm’s overall fixed-income strategies. In addition, he is responsible for maintaining the performance records for the firm and conducting market research. Prior to joining UACC, Jim was a credit analyst in the Business Banking division at JPMorgan Chase. Mr. McCourt earned a B.S. degree from The Ohio State University and an M.B.A. from Capital University. He is also an active member of the CFA Institute and the CFA Society of Columbus. 

[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: 440-662-8268

Eileen Stanic is a Senior Public Funds Advisor with Meeder Investment Management. She has over 30 years of treasury management and investment management experience including more than a decade of Ohio public funds investment advisory experience. Over the years, she has presented at various Ohio public funds educational seminars and has served as a CPIM instructor. Eileen is a graduate of Cleveland State University where she was the recipient of the Wall Street Journal Award. She is a Certified Treasury Professional (CTP) and a member of AFP, the Association for Financial Professionals. Based in the greater Cleveland area, Eileen is also member of the CFA Institute and the CFA Society of Cleveland. 

Since 1974, Meeder Investment Management and its affiliates have provided comprehensive investment solutions to its clients. Meeder provides various investment advisory services to state and local governments in Ohio, as well as administrative and participant services to both STAR Ohio and STAR Plus.

[email protected]
30 West Spring Street
Columbus, OH 43215
Phone: (614) 466-7090

Susan Willeke is an accomplished government - relations professional with more than 20 years’ experience in public affairs, communication and public speaking.  Susan joined the Ohio Ethics Commission in 2005 as the Education and Communications Manager where she oversees and conducts educational and communication outreach.  In that position, Susan presents approximately 200 speeches annually, develops information strategies regarding agency programs and represents the Ethics Commission to Ohio citizens, the media and the Ohio legislature.  Prior to joining the Commission, Susan served in the communications office at the Ohio Environmental Protection Agency and as a legislative aide in the Ohio House of Representatives.   

Susan is a Summa Cum Laude graduate of Ursuline College in Pepper Pike, Ohio.  In 2011, she was selected to present at TEDx Columbus, a conference for “Ideas Worth Sharing” and identified as one of Central Ohio’s “Leading Thinkers and Doers.”

[email protected]
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.

[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: 440-662-8268

Eileen Stanic is a Senior Public Funds Advisor with Meeder Investment Management. She has over 30 years of treasury management and investment management experience including more than a decade of Ohio public funds investment advisory experience. Over the years, she has presented at various Ohio public funds educational seminars and has served as a CPIM instructor. Eileen is a graduate of Cleveland State University where she was the recipient of the Wall Street Journal Award. She is a Certified Treasury Professional (CTP) and a member of AFP, the Association for Financial Professionals. Based in the greater Cleveland area, Eileen is also member of the CFA Institute and the CFA Society of Cleveland. 

Since 1974, Meeder Investment Management and its affiliates have provided comprehensive investment solutions to its clients. Meeder provides various investment advisory services to state and local governments in Ohio, as well as administrative and participant services to both STAR Ohio and STAR Plus.

[email protected]
30 East Broad St
10th Floor
Columbus, OH 43215
Phone: 614-752-8479

Zach Prouty serves as the Assistant Manager of Treasury Services in the Office of Ohio Treasurer Robert Sprague. Treasury Services assists in managing the state’s banking relationships, providing operational oversight to various divisions within the office, and management of certain special projects. Zach has been in this role since January 2019.

He previously spent five years working in various legislative roles in the administration of former Governor John Kasich, including positions at the Ohio Department of Commerce, Ohio Department of Administrative Services, and the Governor’s Office.

Zach is a graduate of The Ohio State University where he earned a bachelor’s degree in Political Science, as well an MBA and MPA.

[email protected]
30. East Broad St, 9th Floorr
Columbus, OH 43215
Phone: 614-629-8374

Grew up in Dayton, Ohio. Graduated from The Ohio State University with a Bachelors in Finance.  Prior to joining the Treasurer’s Office I was an Financial Advisor for one of the country’s biggest financial firms.  I’ve been with the Treasurer’s Office for almost 2 years, and have been working with the Ohio Pooled Collateral System since the implementation.

[email protected]
191 West Nationwide Blvd
Suite 300
Columbus, OH 43215
Phone: 614-233-5392

Diana Vicen is a senior associate attorney in the Public Finance practice group of Dinsmore & Shohl LLP. She has extensive experience in both traditional governmental financings and conduit public finance transactions. Diana has worked with various school districts, cities and counties across the state on transactions to finance projects ranging from new school buildings, to county building improvements, to water and sewer facilities. Having worked as both bond counsel and underwriter’s counsel, as well as serving as issuer and disclosure counsel at the state level, Diana is adept at counseling clients through all stages of a financing.

[email protected]
9757 Fairway Drive
Powell, OH 43065
Phone: 614-306-6822

Mr. Prall serves as investment banker and financial advisor to municipal issuers, structuring new issue municipal bond financings, advance and current refunding issues, and other specialized financial modeling. Mr. Prall has vast experience structuring general obligation, revenue, certificates of participation, and other bond and note financings. Mr. Prall provides quantitative, analytical, and technical analysis for a variety of public clients, including State-level issuers, counties, municipalities, townships, schools, villages, higher education institutions, and health care systems.

Mr. Prall provides comprehensive investment management to a wide variety of public clients. Mr. Prall manages investment portfolios for public entities and provides portfolio analysis and investment policy review. Utilizing a thorough knowledge of state investment statutes, Mr. Prall develops and implements investment strategies providing safety, liquidity, and return within the projected cashflow needs of the client. Prior to joining Hilltop Securities Inc. in 2018, Mr. Prall worked at other investment banks for the past fourteen years.

Mr. Prall earned his Bachelor of Science in Business Administration from the Fisher College of Business at The Ohio State University where he majored in finance. Mr. Prall holds the FINRA, General Securities Representative License, Series 7; Muncipal Advisor Representative, Series 50; Uniform Securities Agent State Law License, Series 63; Uniform Investment Advisor Law Examination, Series 65; and Limited Representative – Investment Banking, Series 79.

[email protected]
37 West Broad St
Columbus, OH 43215
Phone: 614-480-5453

Cindy provides subject matter experience in HIPAA compliant wellness programs with an emphasis on developing results-based
wellness programs, including but not limited to:
• Analyzing existing medical risk, identify ongoing conditions and unhealthy lifestyle behaviors to be addressed
• Facilitating the development and implementation of the Wellness Committee
• Serving as liaison between the workplace and Wellness Committee
• Analyzing, recommending, implementing online programs and tools
• Identifying local partners, coordinating community events, health fairs and local wellness resources
• Establishing tracking process and reporting to measure program effectiveness and VOI
Cindy has a strong professional background holding positions such as executive director of the Associated Risk Managers of Ohio
and founder/president of Harmony House Wellness Center, a yoga and holistic health center focused on balancing the mind, body
and spirit. She also served as president of senior home healthcare and wellness programs at FirstLight HomeCare. During this
time, she also formed Well Health for Life which focuses on health and wellness workshops, coaching, and corporate wellness.
Prior to joining Huntington Insurance in 2014, Cindy worked for national broker as a wellness consultant and employee benefit
account executive. Throughout her career, Cindy has successfully designed, implemented, and presented organizational health
programs and monitored the effectiveness of these wellness initiatives.
Cindy earned her Bachelor of Arts in pre-law/psychology from The Ohio State University. She holds her Associates Risk
Management (ARM) designation, Certified Corporate Wellness Strategist (CCWS), and is also a registered yoga teacher, certified
hypnotherapist, wellness coach. She is one of 40 people in the country certified by CDC to teach the “work at health” program.

[email protected]
220 Market Ave S
Canton, OH 44702
Phone: 330-430-1316

Charlotte resides in Gnadenhutten, Ohio and holds a strong background in population health management. She previously
worked at the Army Wellness Center in Fort Bragg, NC as a health promotion technician before joining Huntington Insurance
in the fall of 2016.
As a Wellness Product Specialist, Charlotte works with clients to develop and maintain wellness programs while monitoring
each program for efficiency and productivity. Through programs such as smoking cessation, disease management options,
and wellness newsletters, Charlotte helps clients improve their VOI (value of investment).
Charlotte earned her Bachelors of Science in Exercise Science from Campbell University in Buies Creek, NC and is currently
attending the Public Health Graduate Program at Kent State University in Kent, OH. She holds her Behavior Change
Specialist (BCS) and Certified Corporate Wellness Specialist (CCWS) designations. Charlotte is also an active Army Reservist,
serving as a commissioned officer.

[email protected]
30 East Broad St
9th Floor
Columbus, OH 43215
Phone: 614-644-0169

TBA

[email protected]
30 East Broad Street
Columbus, OH 43215
Phone: 614-466-7752

Lisa Eisenberg is the Director of the Office of Debt Management with the Ohio Treasurer’s Office. She has been directly involved in the issuance and sale of over $7 billion in new money and refunding bonds comprising 50+ transactions across five unique credits for the State of Ohio. She also facilitates timely repayment of the State’s $10.5 billion debt portfolio and serves as administrator for the Ohio Market Access Program.

Lisa is a Certified Treasury Professional and is involved in local chapters of the local Women in Public Finance and Association for Financial Processionals organizations. Lisa earned her B.A. from The Ohio State University.

[email protected]
30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: (800) 228-1102

Dusten is the IT Director for the Ohio Treasurer’s Office and has nearly 20 years of experience in technology and project management.  In his position, Dusten manages all aspects of the IT department including daily operations, website initiatives, internal & external security controls, cybersecurity, and vendor management.  Before the Ohio Treasurer of State’s office, Dusten worked in project management at Nationwide Insurance and as Network Technology & Security Officer and Chief Information Officer at the Ohio House of representatives.

[email protected]
220 North Fifth St
Zanesville, OH 43701
Phone: (740) 453-0391 Ex 130

Stacey Russell is the Fiscal Officer of the Muskingum County Library System.  She is responsible for financial operations of the Library system, including planning, organizing, reporting and ensuring fiscal stability.  Stacey has a bachelor’s degree from Marietta College, is a CPA, and Certified Public Finance Officer.  Currently, Stacey serves as the president-elect of the Ohio Government Finance Officers Association and trustee representative for libraries.  She is a member of the GFOA, AICPA, Ohio Society of CPAs and is active with the Ohio Library Council.

[email protected]
30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: (800) 228-1102

Dusten is the IT Director for the Ohio Treasurer’s Office and has nearly 20 years of experience in technology and project management.  In his position, Dusten manages all aspects of the IT department including daily operations, website initiatives, internal & external security controls, cybersecurity, and vendor management.  Before the Ohio Treasurer of State’s office, Dusten worked in project management at Nationwide Insurance and as Network Technology & Security Officer and Chief Information Officer at the Ohio House of representatives.

[email protected]
13930 Brookpark Road
Cleveland, OH 44135
Phone: 330-696-9597

As Exec VP & Chief Solutions Officer, Randy leads Ownum’s product development and national expansion efforts. Ownum is devoted to making government more efficient, transparent and customer friendly through the digitization of paper-based processes, all recorded to the blockchain. Previously, Randy served as Executive Director of the Ohio Turnpike, Controlling Board President and Policy Advisor to the Ohio Office of Budget and Management and Director of Audit Services and Technology for the Ohio Auditor of State. Randy’s private sector experience includes six years as a sales and marketing executive with FirstEnergy Corp and four years as President of a technology company. He served as an initial advisory board member to DriveOhio from 2017-18. In 2013, Government Technology magazine named Randy as one of the nation’s Top 25 Doers, Dreamers & Drivers.

[email protected]
250 Civic Center Dre, Suite 550
Suite 550
Columbus, Ohio 43215
Phone: 614-806-1990

[email protected]
1900 East 9th St
Cleveland, OH 44114
Phone: 440-749-4583

Tom Walsh is an experienced professional with over 20 years in the financial services industry. He currently serves as SVP, Treasury Management Innovations.
In this capacity, Mr. Walsh has had a primary focus on development and deployment of healthcare revenue cycle solutions, and is now leading the exploration of distributed ledger, or blockchain technology at PNC. During his career Mr. Walsh has held a diverse set of roles providing him with broad-based experience spanning finance, strategic planning, and product development.
Prior to his current position at PNC, Mr. Walsh served in the Finance organization as Corporate and Institutional Bank Controller. Before joining PNC, Mr. Walsh served in a variety of finance roles at National City Corporation including Corporate Banking Business Unit CFO; Manager of Forecast and Budget; Manager of Funds Transfer Pricing; and Corporate Financial Analyst.
Mr. Walsh has a B. S. from Miami University in Oxford, Ohio and an MBA from Case Western Reserve University in Cleveland, Ohio.