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 […]
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 […]
Tess is a Public Finance Analyst on our Documents team, where she regularly assists clients by preparing offering documents, completing pre- and post-sale reporting, and coordinating closings. Prior to joining Ehlers in 2023, she amassed more than 12 years of experience in the financial services industry where she focused primarily on retail and commercial banking […]
Beth is a Municipal Advisor with our School Finance team. She brings nearly two decades of public finance experience to her role with the firm, most recently serving as the Director of Business Services for ROCORI school district. Prior to that, she worked as a Business Manager with Holdingford Public Schools and a governmental audit […]
April, a Senior Fiscal Consultant with our Minnesota Municipal Finance team, regularly assists clients with long-term financial management planning, utility rate studies, and tax increment financing administration and reporting. Prior to joining Ehlers, April amassed more than seven years of direct local government experience, most recently serving as the Finance Manager for the City of […]
Schane serves as a Municipal Advisor on our Minnesota Municipal Finance team where he primarily assists Ehlers’ clients with their Economic Development and Redevelopment initiatives. Prior to joining the firm, Schane spent 11 years as Bloomington’s Port Authority Administrator, leading over $1.3 billion in public and private investment in the South Loop District. His work […]
Pam is Ehlers’ Chief Compliance Officer, bringing more than 30 years of progressive responsibilities and achievements in financial services to her role with the firm. Over the course of her career, Pam has created and implemented policies and procedures to help ensure compliance with FINRA, MSRB, SEC, State, NFA, CFTC, Fannie Mae, and HUD for […]
Betty serves as a Senior Public Finance Analyst for all Ehlers’ market areas, assisting our municipal advisor teams with competitive bond marketing and sale coordination, as well as paying agent services. After graduating from the University of Minnesota Duluth with a bachelor’s degree in finance and prior to joining Ehlers, she worked for a regional […]
Randy is a Product Manager with our School Finance team, bringing nearly 25 years of school finance experience to his role with the firm. Prior to joining Ehlers, he led the Business Services functions for several Minnesota school districts, including New Prague, Elk River, Lakeville and North St. Paul-Maplewood-Oakdale. Since retiring from North St. Paul […]
