The 2022 Fall Conference Presenters are listed in order of appearance.
Caroline Bove joined First Financial Bank in 2015 and has been working exclusively with Public Fund Entities for the past 5 years. Caroline is a Vice President and Certified Treasury Professional with a passion for assisting clients find the best solution for their needs. Caroline sees herself as a financial advisor in the Public Fund space and truly enjoys giving advice to entities surrounding anything and everything banking. Caroline has presented in front of small and large groups in the past.
Dan Biser joined i3 merchant solutions as a payment processing advisor in 2017 to begin
the partnership with First Financial Bank. Dan works with primarily public entities, B2B, and retail businesses within the partnership. Dan is an advocate for all merchants with the desire
to accept electronic payments faster, safer, and smarter. Dan has presented in several local municipalities, cities, and townships groups in the past.
Ryan Nelson, CFA, is Co-Founder and Portfolio Manager at RedTree Investment Group. He has over 27 years of experience in the invest industry with extensive knowledge in the fixed income market. For the last 20 years, he has specialized in assisting public entities and other agencies with their fixed income needs. Ryan leads business development at RedTree and oversees the firm’s investment process.
Jennifer Trowbridge, CFA, is Co-Founder and Portfolio Manager at Red Tree Investment Group. With over 20 years of experience in the investment industry, Jennifer offers clients a wealth of specialized knowledge as well as highly personalized care and attention. She
has focused her career on developing fixed income investment strategies for public entities and other agencies. Jennifer co-founded RedTree Investment Group in 2014 and oversees the implementation of each client’s specific investment strategy and portfolio risk management.
Dennis Schwallie has more than 34 years of experience in the field of public finance and has assisted with a multitude of financings by Ohio state agencies as well as various political subdivisions throughout Ohio. As bond counsel, he has facilitated bond and note issues for traditional governmental projects, such as water and sewer systems, primary and secondary school facilities, fire and public safety buildings and equipment, building improvements, airports and libraries. His bond counsel work also includes innovative structured financings, such as those for convention centers in Cincinnati and Columbus, and for political subdivisions undergoing fiscal distress.
Jason Click, CFP, joined Meeder in 2009. With over 20 years of experience in the financial services industry, Jason serves as Senior Vice President of Meeder Investment Management and President of Meeder Public Funds. Jason oversees the strategic direction and management of Meeder’s Public Funds, Private Client Services, and Retirement Plan Services businesses. Jason is a member of the executive team working to define growth and innovation strategies for the firm.
Jim McCourt, CFA, joined Meeder in 2008. With over 14 years of investment management experience, Jim’s responsibilities include client relationship management, business development, and working directly with their clients to implement investment strategies best suited for their entity. He is also a frequent speaker at conferences and seminars relating to all aspects of public funds investment management.
Jim Rokakis spent 19 years as a Cleveland City Councilman and 14 years as the Cuyahoga County Treasurer, from 1997 to 2010. As Treasurer, Jim was responsible for many changes in Ohio law that affected the role of Treasurers including the bill that allowed for the sale of property tax liens, an expedited foreclosure bill, and most significantly, the passage of SB 353—the bill that allowed for the creation of county land banks. Jim stepped down as County Treasurer at the end of 2010 and joined the Western Reserve Land Conservancy where he created the Thriving Communities Institute. In his role at Western Reserve, Jim helped to create over 60 county land banks and has raised hundreds of millions of dollars at the State and Federal level.
Eileen Stanic, CTP, is a Senior Public Funds Advisor with Meeder Investment Management. She has over 30 years of treasury management and investment management experience including more than 15 years of Ohio public funds investment advisory experience. Over the years, she has presented at various Ohio public funds educational seminars and has experience as a CPIM instructor.
Scott Gruber, CMT, joined Meeder in 2011 as a Performance Reporting Analyst. Today, Scott’s role as a Client Portfolio Manager focuses on our public funds solutions, working with clients to implement and maintain investment objectives, manage future cash flows, and provide reporting on investment results. Scott also manages fixed income trading, including trading strategy and cash management, and provides technical inputs and research for the management of the Total Return Bond portfolio. He currently holds FINRA series 7 license.
Douglas E. Duckett is a labor and employment attorney who provides legal and training services for public and private-sector employers. In August 2009, Mr. Duckett established his private law practice, now known as the Duckett Law Firm, LLC, which is focused primarily on training for management and employees in areas dealing with problem employees, collective bargaining and labor relations, conducting internal investigations, sexual harassment and discrimination prevention, as well as other human resources issues. Prior to this, Mr. Duckett served for nearly 24 years as in-house labor counsel and personnel administrator for Butler County, Ohio. He also served the City of Loveland from 2010-15 as the part-time Human Resources Manager and Assistant City Solicitor, where he oversaw the city’s human resources and labor relations functions while developing his private practice.