Brian joined Ehlers as our Director of Investment Services in 2024, bringing our clients more than 20 years’ experience in developing fixed-income portfolio strategies, cash flow forecasting and investment policies for public funds investors. He previously worked for nearly a decade for a public-sector asset management firm, where he provided fixed-income investment services to municipalities, […]
Jim serves as an Adviser on our Investment team, where he helps Minnesota and Wisconsin clients with public funds portfolio strategy, development and management. He brings more than 13 years of retail and institutional investment experience to the firm, most recently working as a Vice President and Financial Consultant with a national brokerage firm, where […]
Ryan joined Ehlers in 2018 as a Senior Investment Advisor and was promoted to Managing Director in 2021 after helping lead the growth and expansion of the firm’s investment services platform. He advises public-sector clients on investment strategy, cash management, and fixed income solutions, and plays a key role in advancing the firm’s investment capabilities, […]
Tami joined Ehlers in 2016 on the Wisconsin Education team and was later named Senior Investment Advisor with our Investments team. She assists clients with the development and implementation of investment strategies for bond proceeds and general funds. Prior to joining Ehlers, Tami spent 14 years gaining expertise in the financial services industry. Tami enjoys […]
Patrick is a Senior Client Service Advisor supporting Ehlers’ clients with bond market investing, analytics, reporting, and client engagement. Since joining the firm in 2018, he has held a series of analytical roles focused on debt structuring, financial modeling, and quantitative analysis. Prior to working at Ehlers, Patrick served as a legislative policy aide in […]
Brian is a Senior Municipal Advisor and works with local units of government, special districts and authorities, and public agencies in the areas of debt issuance, fiscal planning, special studies, economic development and tax increment. He has advised clients on billions of dollars in debt issuance and also has experience with non-profit and municipally owned […]
