This course will cover economic and market updates.
The course will provide information for decision makers on investing funds in today’s markets. It will include a discussion on changes in the economic environment and its related changes in the fixed income markets.
Statement of Accreditation Rationale: It is important for school business officials to remain in touch with current market trends as they make investment decisions.
[email protected] 4016 Allston Street
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.
Master of Business Administration, Xavier University
Bachelor of Science in Accounting, University of Kentucky
Chartered Finance Analyst (CFA)
Series 7, 24, 65 (inactive)
[email protected] 4016 Allston Street - Suite 4
Cincinnati, Ohio 45209
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.
Fidelity Investments, Financial Representative
Wedgewood Partners, Internship
Parkside Financial Bank & Trust, Internship
Bachelor of Science in Economics, Saint Louis University