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, […]
Abby is a Client Service Specialist on our Investments Team where she helps clients with account opening, monthly reporting needs and other portfolio requests. A recent college graduate, she brings early career experience in financial services to her role with the firm, but also has more than 10 years experience serving customers at her family’s […]
Logan provides operational and analytical support for our Investment Team, helping with fixed income trading, cash flow and account balance forecasting, and market research and analysis. He joined Ehlers as a Public Finance Analyst in 2016 after working as an Analyst with Wells Fargo. Although Logan is actively studying for the Chartered Financial Analyst exam, […]
Keith serves as Ehlers’ Investment Operations Manager where he oversees our Client Service and Investment Trading Desk functions. Prior to joining Ehlers in 2014, Keith spent six years with Piper Jaffray & Co. Keith resides in St. Louis Park and enjoys spending time outdoors with family and friends. Mountain biking, spending time at the cabin […]
James is a Fixed Income Trader who helps Ehlers’ Investment Team manage clients’ portfolios by providing fixed income trading, cash flow and account balance forecasting, market research and analysis and direct client support. He joined Ehlers in December 2016 as a Public Finance Analyst. James lives in Minneapolis with his partner, Krystal, their two cats, […]
