[email protected]
9120 Union Centre Blvd
West Chester Township, Ohio 45069
Phone: 513-415-9233

Caroline Bove joined First Financial Bank in 2015 and has been working exclusively with Public Fund Entities for the past 5
years. Caroline is a Vice President and Certified Treasury Professional with a passion for assisting clients find the best
solution for their needs. Caroline sees herself as a financial advisor in the Public Fund space and truly enjoys giving advice
to entities surrounding anything and everything banking. Caroline has presented in front of small and large groups in the
past.

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4455 Carver Woods Drive
Blue Ash, Ohio 45242
Phone: 513-617-4961

Dan Biser joined i3 merchant solutions as a payment processing advisor in 2017 to begin the partnership with First
Financial Bank. Dan works with primarily public entities, B2B, and retail businesses within the partnership. Dan is an
advocate for all merchants with the desire to accept electronic payments faster, safer, and smarter. Dan has presented
in several local municipalities, cities, and townships groups in the past.

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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]
4016 Allston Street
Suite 4
Cincinnati, OH 45209
Phone: (888) 596-2293

Jennifer is a Managing Principle and Portfolio Manager at RedTree Investment Group.  She has been in the investment industry for over 17 years with a primary focus on the fixed income markets. For over 10 years her experience has centered on developing fixed income investment strategies for public entities and other agencies.  At RedTree, she is responsible for the implementation of each client's specific investment strategy and portfolio risk management.

Jennifer earned her undergraduate and MBA degrees in finance from Xavier University.  She has received the Chartered Financial Analyst designation.

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191 West Nationwide Boulevard
Suite 300
Columbus, OH 43215
Phone: (614) 233-5399

Mr. Schwallie's entire legal career has been spent in the area of public law, representing public bodies as an attorney in the Columbus office of Peck, Shaffer & Williams, which merged with Dinsmore & Shohl LLP in 2014. He has served as bond counsel to numerous counties, municipalities, townships, school districts and special districts and authorities throughout Ohio, and to various state agencies. He has helped draft revisions to the Ohio Revised Code relating to public finance and particularly, the 1989 revisions to the Uniform Public Securities Law (Ohio Revised Code Chapter 133).   Dennis Schwallie has also represented counties, municipalities and school districts in matters related to tax increment financing, joint economic development districts, enterprise zones and other economic development activities.  He is a frequent speaker at conferences sponsored by various groups, including the Ohio Municipal League, the Ohio Municipal Attorneys Association, the Ohio School Boards Association and the Ohio Association of School Business Officials.  Mr. Schwallie is a member of the American, Ohio and Columbus Bar Associations and the National Association of Bond Lawyers. 

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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: 614-923-1151

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]
6125 Memorial Drive
Dublin, OH 43017
Phone: 866-633-3371

Not available at this time