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

Margaret Leary joined the Office of the Ohio Treasurer of State in March 2013, and currently serves as Deputy Legal Counsel. The focus of her work in the Treasurer’s office has included custody, banking, and employment law. Leary received her B.A. from John Carroll University and her law degree from Emory University School of Law.

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

Robin Williams joined the Office of Ohio Treasurer Josh Mandel in June 2015 as the Deputy Director of Trust.  Ms. Williams came to the Treasurer’s office from FacilitySource, a Warburg Pincus portfolio company, where she worked as a Director of Client Services.  Prior to FacilitySource, she worked at JPMorgan as a Vice President in Investor Services.  Ms. Williams holds a Bachelor of Specialized Studies from Ohio University.

[email protected]
270 E. State St
Columbus, OH 43215
Phone: (614) 365-6405

Stan Bahorek was appointed Treasurer/CFO for Columbus City Schools August 1, 2014.  Immediately prior to that, he was Senior Public Funds Adviser at Meeder Investment Management in Dublin, Ohio.

Stan has over 20 years of experience as a school treasurer/CFO having served the districts of Norton City, South-Western City, Groveport Madison Local, and Worthington City Schools.  His 17 years of private sector experience include working with a variety of Ohio’s public entities advising them on both debt issuance and the investment of public funds in his roles as underwriter and registered investment adviser during his time with Huntington National Bank, Ehrlich Bober, Productive Portfolios, Productive Capital Management and Meeder Investment Management.

Stan holds a Bachelor of Science degree in Marketing and an MBA degree, both from The Ohio State University with additional post-graduate work at Temple University in Philadelphia and the State University of New York at Buffalo.

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

Frank Kohstall is the Deputy Director of Public Affairs for the Office of the Treasurer of State.  Frank hails from Cedarville, Ohio in Greene County and attended the University of Dayton where he was a four-time letter winner on the football team.  He resides in Columbus, Ohio with his wife, Olivia.

[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.”

[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]
212 East Fifth Street
Suite 1000
Cincinnati, OH 45202
Phone: (513) 826-0582

Mr. Laskey is a Director in the Cincinnati, Ohio Municipal Finance office of RBC Capital Markets and has worked at RBC Capital Markets since July of 2006.  Andrew has worked with hundreds of local governmental entities throughout Ohio on debt offerings including school districts, cities, counties, townships as well as the State of Ohio.  Additionally, Andrew has presented at numerous conferences on a variety of topics related to municipal bond issues and the bond underwriting process.

Andrew currently serves on the Board of Trustees for the Ohio Municipal Advisory Council, a repository of statistical information relating to Ohio municipal issuers and their securities.  Mr. Laskey formerly served on the Board of Trustees for Clovernook Center for the Blind in Cincinnati but remains actively involved in the organization. 

Andrew attended the University of Cincinnati and graduated Magna Cum Laude from the Honors-PLUS business program. He is a Registered Securities Representative, registered with the NASD and SEC.

[email protected]
65 East State Street
Suite 2000
Columbus, OH 43215
Phone: (614) 586-7257

Don joined Schneider Downs in 2007 as director of the firm’s Internal Audit and Risk Advisory Services practice in Ohio. His career spans 30 years in the profession.  Don delivers various risk mitigation services to the marketing including: internal audit sourcing, SOC examinations, Sarbanes-Oxley assessments, forensics and other relevant risk advisory services (enterprise-wide risk and fraud risk assessments, process improvement reviews, etc.) to clients including government, not-for-profit, public and private entities. In addition to client service, Don is a lead member of the firm’s quality advisory group, which conducts research on the profession as well as its standards and authoritative materials. He routinely conducts training seminars on the topic of effective risk mitigation for professional organizations and clients.

Prior to joining Schneider Downs, Don worked for a multi-state builder where he headed the corporate risk management function and had direct responsibility for evaluating risk in all the business units. For a span of eight years, he was with the Advisory Services practice of PricewaterhouseCoopers LLP where, having risen to director in the practice, had responsibility for managing national and multinational engagements.

Education
B.S. - Accounting, California University of Pennsylvania

Professional & Community Involvement
Member and Trustee—Central Ohio Chapter of The Institute of Internal Auditors
Member—American Institute of Certified Public Accountants
Member—The Ohio Society of Certified Public Accountants
Member—Pennsylvania Institute of Certified Public Accountants
Member—Risk Management Association
Member—Association of Certified Fraud Examiners
Member—Bank Administration Institute
Ryan William Owens Foundation 

[email protected]
88 East Broad Street
Columbus, OH 43215
Phone: (800) 282‐0370

Tim is a Quality Assurance and Technical Specialist in the Center for Audit Excellence Division of the Ohio Auditor of State’s Office.  He started with the office 17 years ago as a staff auditor out of the North West/Toledo Region.  He managed engagement audit teams prior to taking a position within the Center.  Prior to working for the Auditor of State, Tim worked as supply chain analyst for most of the major US retail and manufacturing companies.

Tim is a graduate of Ohio Northern University; he is a CPA and a member of the American Institute of CPAs.  Tim lives in the Napoleon area.

[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.”

[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]
6711 Monroe Street
Building IV; Suite A
Sylvania, OH 43560
Phone: (419) 885-2626

Kirk has been involved in the investment business for over 20 years. Before joining SJS in 2004, he served as Vice President with Sky Trust, N.A. as Portfolio Manager for the Institutional Asset Management division. Specializing in fixed-income strategies, Kirk has successfully served the public funds sector in its need for short-duration fixed income portfolios. Kirk is on the Board of Trustees for Toledo Area Regional Transit Authority, as well as a board member for The Arc of Lucas County. He holds the Certified Fixed Income Practitioner (CFIP) designation, and studied Business Administration at the University of Toledo, and completed his Bachelor of Science requirements with the University of Phoenix. Kirk grew up in Toledo, Ohio and from his earliest years spent his days on the ice playing hockey. He’s been coaching youth leagues for over 20 years. An outdoor lover, he enjoys running, fishing and vacationing with his wife and three children. Two things about his work give Kirk the greatest satisfaction: The wonderful relationships he has with clients and co-workers. And seeing the real-life impact of a successful investment plan. If a community can give an extra scholarship to a child, or if a school is able to purchase much needed equipment for their classrooms, you can see if your investment plan helped make a difference. To Kirk, that’s the best part, that’s the reward.

 “What I love most about my work is actually two things: the wonderful relationships I have with clients and co-workers and seeing the difference we are making in communities.”

[email protected]
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.

[email protected]
175 South Third Street
Suite 230
Columbus, OH 43215
Phone: (614) 227-3792

Patrick King joined Stifel in March 2009 after working with several other national public finance firms since entering the public finance business in 2001. Mr. King has worked on hundreds of short and long-term bond issues with a par amount in excess of $4 billion. His experience includes bond issues for cities, school districts, libraries, counties, special districts, authorities and park districts. Mr. King has made Ohio school finance a focus area of his career and has been engaged by dozens of Districts across Ohio to work on financings. Prior to his investment banking career, Patrick worked in local government in central Ohio. Patrick holds his Masters of Public Administration from The Ohio State University and a Bachelor of Arts from the University of Dayton. Patrick is a general securities representative (Series 7). Patrick is active in the central Ohio community and currently serves on the Board of Trustees for the Solid Waste Authority of Central Ohio, The Franklin County Hospital Commission and the Friends of the Columbus Metropolitan Library.

[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]
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.

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

Jim works in the Economic Development Department in the Ohio Treasurer's office.

[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.