[email protected]
4016 Allston Street - Suite 4
Cincinnati, Ohio 45209
Phone: 888-596-2293

With over five years of experience in the investment industry, Joe has had exposure to both equity and fixed income markets. Much of this time has been spent working with fixed income products and portfolios. He brings a focused and detailed approach to portfolio management. From developing investment strategies, risk management, and portfolio analysis, Joe is determined in his work to provide investment counsel to the highest degree.

Prior Experience

• Fidelity Investments, Financial Representative
• Wedgewood Partners, Internship
• Parkside Financial Bank & Trust, Internship

Education

• Bachelor of Science in Economics, Saint Louis University

Certifications

• Chartered Financial Analyst (CFA)®
• Series 7, 63 (inactive)

[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]
130 West Second Street
Suite 2040
Dayton, OH 45402
Phone: (937) 285-6671

Kelly Berger-Davis is a Quality Assurance and Technical Specialist in the Center for Audit Excellence Division of the Ohio Auditor of State’s Office.  She has held various other positions as well in her 17 years with the Auditor’s office, ranging from intern to Senior Audit Manager in the West Regional Office.  Kelly’s areas of specialty include federal grants and community schools.

Kelly has a Bachelor of Science in Accounting from the Bowling Green State University, and was a lead adopter of the AICPA’s Advanced Single Audit Certificate.   She is an active member of the Central Ohio Chapter of the Association of Government Accountants (AGA), serving as current President, past Education Chair, as well as sitting on the Executive Board and National Board of Directors.  Kelly also serves on the single audit and training committees for the National State Auditors Association (NSAA), and has represented the Ohio Auditor’s Office at several Single Audit Roundtable meetings.

[email protected]
25 South Front Street
Columbus, OH 43215
Phone: (877) 644-6338

Aaron Rausch serves as the Director of Budget and School Funding at the Ohio Department of Education. Prior to coming to the department, Aaron worked for the Ohio Office of Budget and Management as a budget analyst in the education section, and as a performance auditor focusing on school district performance audits at the Ohio Auditor of State's Office. 

[email protected]
25 S Front St
Columbus, OH 43215
Phone: (614) 752-1561

Elena Sanders is a Financial Manager at the Ohio Department of Education Office of Budget and School Funding. Prior to coming to that office she was an Assistant Director in the Office of Federal programs. She has an Ohio Treasurer’s license and Master’s Degree in Educational Administration and Supervision.

[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.”