[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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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.”

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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.

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7251 Engle Road
Suite 115
Cleveland, OH 44130
Phone: (440) 239-7070

Bethany Pugh joined The PFM Group in 1998 and has advanced in the past thirteen years to currently serve as Managing Director in charge of the firm’s Ohio office. Ms. Pugh works with the firm’s state and local government, public utility and higher education clients throughout Ohio and the Midwest. She serves as lead advisor for the Ohio Public Facilities Commission and State of Ohio Treasurer of State on numerous new money and refunding transactions secured by general obligation, lease appropriation, federal transportation grants and liquor profits among others.

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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.”

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191 West Nationwide Blvd
Suite 300
Columbus, OH 43215
Phone: (614) 233-5391

With experience in many aspects of public finance law, Jennifer Blaser serves as bond and underwriters counsel in numerous traditional governmental financing transactions. Specifically, her focus includes working with cities, counties, townships and school districts throughout the State of Ohio to finance their capital projects.  As bond counsel, Jennifer has facilitated bond and note issues for traditional governmental projects such as primary and secondary education, fire and public safety buildings and equipment, building improvements and libraries. Jennifer also serves as special counsel in connection with lease and lease-purchase financings.  Jennifer also assists a majority of the Columbus office's municipal clients with their SEC annual disclosure requirements.  Ms. Blaser is a frequent speaker at firm-sponsored client seminars, as well as for the Buckeye Association of School Administrators, the County Auditor’s Association of Ohio, the Ohio Association of School Business Officials and the Ohio School Boards Association.

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Columbus, OH
Phone: 614-463-6614

Ms. Cannon is a Director in PNC’s Columbus Public Finance Group and is responsible for expanding PNC’s presence in the local government sector in Ohio.  She has over 13 years of experience in public finance with a primary focus on Ohio school districts and local government issuers.  Ms. Cannon recently joined PNC after spending the last four years as a municipal advisor with Rockmill Financial Consulting, where she was a founding member.  She has served as lead banker or lead municipal advisor on over $1.5 billion in financings and refundings in the capital markets, both on a negotiated and competitive bid basis, as well as leading direct placement transactions for school districts and local municipalities.  Ms. Cannon graduated from Mount Saint Joseph University in Cincinnati with a Bachelor of Science degree and later obtained an MBA from Ohio Dominican University in Columbus.  She currently maintains the FINRA Municipal Securities Representative (Series 52) and Uniform Securities Agent (Series 63) licenses.

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Douglas has been with the Auditor of State’s office for over 32 years.  He has been a Senior Audit Manager in the Northwest Region for the last 12 years.  He manages a group of 9 staff members who work on audits of local government within Fulton and Williams Counties.  He lives near Defiance. 

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88 East Broad Street
Columbus, OH 43215
Phone: (614) 460-3463

David Tiggett is a Director with KeyBanc Capital Markets.  Mr. Tiggett joined Key in 2017.  Prior to joining Key, Mr. Tiggett worked for William Blair & Co. and Fifth Third Securities, where he helped led the firm’s expansion in the Midwest region.  Mr. Tiggett has over 12 years of experience underwriting transactions for Ohio municipalities, school districts, higher educational institutions and agencies of the State of Ohio, totaling over $7 Billion.  Having previously served as an issuer official with the Office of Debt management for the Ohio Treasurer’s Office, Mr. Tiggett brings a valuable perspective of both issuer and municipal banker.

Mr. Tiggett is a Board Member of the Central Ohio Diabetes Association,  Board Member of Life Care Allicance, Vice President of the Russ Hellickson Central Ohio Youth Wrestling League, the Director of the Upper Arlington Mat Cubs Wrestling Program, a past Finance Committee Member for the Wexner Heritage Village, a past Member of the Citizen’s Advisory Committee for the Franklin County Children’s Services and a past Volunteer for the Big Brothers and Big Sisters of Columbus, Ohio.

Mr. Tiggett holds a Bachelor of Science from The Ohio State University in Columbus, Ohio.  He also has his Series 7 and 63 licenses.

[email protected]
88 E Broad St, 7th Floor
Columbus, OH 43215
Phone: 614-460-3416

Sam Adams joined KeyBanc Capital Markets Inc. in 2016. He was previously at PNC Capital Markets and Lancaster Pollard (a boutique mortgage and investment bank). He has been working with public finance clients for 6 years.  Mr. Adams has experience structuring debt solutions for clients in public finance, including Municipalities, School Districts and project developments ranging from affordable housing to healthcare. Mr. Adams specializes in assisting school districts with structured debt solutions and credit rating analysis and optimization. He has been the lead banker on both publically offered issues, rated and unrated, as well as privately placed issues.  His clients include school districts, state agencies, cities, counties, various not-for-profit entities and private developers. 

Mr. Adams graduated from Northwestern University with a B.A. in Economics, from the Ohio State University Moritz College of Law with a J.D. and from the Ohio State University Fisher College of Business with an M.B.A. He holds the FINRA Series 7, 63 and 79 licenses. Prior to his career in finance, he worked in management consulting. He is a former Board Member of the Ohio Municipal Advisory 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.

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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.

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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]
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]
Phone: 614-466-7753

[email protected]
Phone: 614-466-6735

[email protected]

Eric Ochmanek is the Director of Special Projects in the Office of the Ohio Treasurer. Eric has served in the office since 2015, previously as Deputy Chief of Staff. He helped build the nation’s first ABLE platform, an impactful savings and investment program for people with disabilities. He has traveled the country to raise awareness and built partnerships for ABLE since early 2016. Eric currently focuses on increasing participation for Treasury initiatives, generating program enhancements, and representing the office at public engagements. Prior to joining the Treasurer’s Office, he worked for British Petroleum in the Gulf Coast and for the Federal Government in Washington, D.C. Eric was born and raised in Michigan, and now resides with his wife, Claire, and three young sons in Ohio.

[email protected]
Phone: 614-705-1035