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 […]
Ariana 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 in 2023, she gained nearly eight years of progressive experience in healthcare administration, earning advanced responsibilities and promotions along the […]
Matt is a Senior Investment Adviser and Portfolio Manager serving Ehlers’ local government and school district clients across Minnesota. He brings more than 15 years of investment and municipal bond trading and market analysis experience to his role, most recently serving as an Analyst and Trader with a Minnesota-based advisory firm. Matt holds bachelor’s degrees […]
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 […]
Nha is a Lead Public Finance Analyst who coordinates all aspects of bond sales to help Ehlers’ clients obtain the best available cost structure. He collaborates with underwriters, receives competitive bids on sale day and completes closing documentation. In addition, Nha supports our Investment Team with market research and analysis, fixed-income trading, cash flow and […]
Ryan joined Ehlers as a Senior Investment Adviser in 2018, bringing more than 10 years’ financial and investment management experience to his role. Instrumental in driving the growth of our Investment services and capabilities, he was promoted to Managing Director in 2021. Previous to joining Ehlers, Ryan served as a Cash Management Officer with a […]
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 and […]
Patrick joined Ehlers in 2018 as a Public Finance Analyst for our Bond Marketing and Sales Team. After gaining vital experience with the firm, he was promoted to Financial Analyst, supporting our Municipal Advisors with debt structure, modeling and analysis. In 2022, Patrick was again promoted to Client Service Advisor with our Investments Team. In […]
