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

Mr. Pisula oversees the investment of nearly $20 billion, including the Ohio treasury and the STAR Ohio local government investment pool.  Additionally, JD is the primary portfolio manager for the State’s long-term portfolio, manages the Ohio Market Access Program, and serves as an advisor for multiple state boards and commissions.  Prior to arriving at the Treasurer’s office, JD worked in the administration of Ohio Governor John R. Kasich. He graduated with a Bachelor of Arts in economics from Denison University and earned an MBA at the Fisher College of Business at The Ohio State University.

[email protected]
41 South High Street
5th Floor
Columbus, OH 43215
Phone: (614) 480-4314

Michael Valo is a Managing Director of Institutional Investments in Capital Markets for Huntington.  With over 13 years of investment experience, Mike works with Corporate, Government, Non-Profit and Higher Education entities to help them implement investment strategies designed to meet stated risk and return objectives while addressing unique liquidity needs.  Prior to his current role, he helped build the Equity Derivatives structuring department, which has provided valuable experience in strategic investment creation.  Mike has also held the role of Product Manager for Funds and Alternative Strategies.  During his time with Huntington, Mike has worked with various asset classes including equity, fixed income, commodities and currencies.  Mike obtained a Bachelor of Science with major focus in Finance and minor focus in Philosophy from The Ohio State University.  He holds the series 7 and series 66 licenses.  He currently lives in Columbus, Ohio with his wife, Stacey, and their dog, Jack.

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

Zach Amendolea joined the office of Ohio Treasurer Josh Mandel in March of 2015. Mr. Amendolea oversees daily operations of the Liquidity Fund of the Ohio Regular Account and assists with the management of STAR Ohio. Prior to arriving at the Treasurer’s office, Zach worked as a taxable fixed income trader at Huntington National Bank. He holds a Bachelor of Business Administration in finance from Kent State University and a Master of Business Administration from Ohio University. In addition, Mr. Amendolea is a CFA charterholder.

[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]
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.

[email protected]
6127 E Livingston Ave
Columbus, OH 43232
Phone: (614) 480-5526

Crystal Causey, Vice President, Treasury Management Sales Advisor II

Crystal Causey has over 25 plus years of banking experience with The Huntington.  She is currently a Vice President for the bank and serves as a Treasury Management Sales Advisor to middle market and government clients. She is a Certified Treasury Professional (CTP) and earned a Bachelor of Arts Degree from The Ohio State University as well as a Retail Management Degree from The Graduate School of Retail Bank Management from The University of Virginia.

Crystal is President of the National Coalition of 100 Black Women (NCBW), Central Ohio Chapter and an active member of WELD (Women for Economic Leadership and Development). As President of NCBW, she is a partner with Rise Sister Rise which advocates for the success of young girls between the ages of 10-18.  She and her husband, Bob, reside in Gahanna with their three daughters.

[email protected]
Phone: 614-480-3167

Lisa is a Commercial Card Solutions Consultant for all Central Ohio corporate, government and nonprofit clients at Huntington.

Using a highly supportive and consultative approach, Lisa works with clients to select, implement and optimize expense management and electronic payment solutions designed to make managing disbursements efficient and cost-effective.  Her comprehensive knowledge of managing cash, optimizing liquidity, mitigating financial risk and coordinating and streamlining financial functions within business operations of various sizes and complexity, assures integrated solutions and added value for clients.

Lisa joined Huntington in 1982 and has worked in  a variety of positions, primarily in Business Banking and Commercial Banking.

[email protected]
2000 Huntington Center
41 South High Street
Columbus, OH 43215
Phone: (614) 365-2799

  Allison Binkley focuses her practice on serving as bond counsel, underwriter’s counsel and purchaser’s counsel on general obligation financings, tax increment financings, utility revenue financings and special obligation financings. Her client base includes the State of Ohio, counties, municipalities, townships, port authorities, school districts, state universities, trustees, letter of credit banks, investment banking firms and financial institutions.  Allison has also served as bond counsel on 501(c)(3) and health care conduit financings. 
Allison has been recognized as a 2024 Best Lawyers in America for Public Finance Law and an Ohio Super Lawyer Rising Star from 2012-2017.  Allison is a member of the Ohio Government Finance Officers Association, for which she serves as a trustee and on the education committee.  Allison also serves on the board of Women in Public Finance – Ohio Chapter.  She is also a member of the National Association of Bond Lawyers.
Prior to beginning her legal career, Allison served as an economist for the Ohio Legislative Service Commission.  In that position, she staffed the Senate Finance and Financial Institutions Committee for which she drafted amendments to and coordinated the State of Ohio’s biennial operating and capital budget bills.

[email protected]
175 South Third Street
Suite 1250
Columbus, OH 43215
Phone: (614) 987-1681

Brian Cooper concentrates on general obligation, income tax revenue, non-tax revenue and special revenue bonds.  Since 2003, Cooper has worked on 120 distinct project financings in Ohio representing over $2.75 billion in financed projects for municipal finance, economic development, utilities and infrastructure.  Cooper graduated from the Ohio State University in 2001 and is a municipal advisor registered with the Securities and Exchange Commission (SEC) and with the Municipal Securities Rulemaking Board (MSRB).

He has been a presenter at the Council of Development Finance Agencies’ national conference and serves as their muni bond advisor for both beginner and advanced bond courses and has also presented at the annual conferences for the Ohio Economic Development Association, the Ohio Government Finance Officers Association and is a guest lecturer at the Ohio State University.

Cooper joined Umbaugh in 2015 when his practice, ACI Advisors, LLC, merged with Umbaugh.  He is based in Umbaugh’s Columbus, Ohio, office and lives in Worthington, Ohio with his wife Patty and their three boys, Alex, Calvin and Ivan.

[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]
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.

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

Jeremy Rzepka joined the Ohio Treasurer’s office in September 2016 as Deputy Legal Counsel. As Deputy Legal Counsel, Mr. Rzepka focuses on financial institutions, public finance, and public law. Prior to joining the Treasurer’s office, he worked in public accounting as a financial institutions auditor and he is a Certified Public Accountant. Mr. Rzepka received his Juris Doctor from the Moritz College of Law at The Ohio State University and his Bachelor of Science in Business Administration from The Ohio State University.

[email protected]
Phone: 614-466-7753

[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]
Phone: 614--752-8460

[email protected]
Phone: 614-995-3861

[email protected]
Phone: 614-705-1035

[email protected]
Phone: 614-466-6735

[email protected]
Phone: 614-995-1783