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, […]
Casey is a Senior Financial Specialist with our Wisconsin Municipal Finance team, supporting our Municipal Advisors with debt planning and issuance, as well as tax incremental financing and utility rate studies. Prior to joining Ehlers, Casey served more than 13 years in administrative positions with Wisconsin municipalities. He was the first City Administrator for the […]
Public Finance Analyst Alicia Gerosa joined our Wisconsin Municipal Finance team in 2024, and regularly assists clients with preparation of offering documents, pre- and post-sale reporting, and closing coordination. Prior to joining Ehlers, Alicia worked for a financial services technology platform for five years and served as a Benefits Analyst and Team Lead for a […]
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 […]
Tess is a Public Finance Analyst supporting municipal bond issuances for school districts, cities and counties. Known for her precision and process-driven approach, she plays an integral role in delivering accurate, efficient, and well-coordinated financings, with a focus on transaction documentation. Prior to joining Ehlers in 2023, Tess built over 12 years of experience in […]
Kayla is an Municipal Advisor with our Wisconsin Municipal Finance team, helping clients with public debt planning and issuance, project management, long-term financial management planning, economic development and redevelopment, and utility cash flow modeling. Kayla brings nearly 15 years of local and federal government experience to her role with the firm, most recently serving as […]
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 […]
Ariana is an Associate Municipal Advisor with our Wisconsin Municipal Finance team, supporting our clients with debt planning and issuance, as well as tax incremental financing and utility rate studies. Prior to joining Ehlers in 2023, she gained nearly eight years of progressive experience in healthcare administration, earning advanced responsibilities and promotions along the way. […]
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 […]
