Deanne Woodring, CFA

Ms.Woodring is a co-founder and principal of Government Portfolio Advisors and serves as President and Senior Portfolio Advisor. She is responsible for directly advising clients on all aspects of the portfolio management process, overseeing the management of the company, client relations and the strategic direction for investment holdings. She is responsible for managing over $5 billion in separate portfolios for public entities and consults on an additional $5.5 billion. Her clients include state general funds, cities, counties, water districts, power districts, university funds, and other public finance authorities. Assets under management include operating funds, reserve funds, project funds and bond proceeds. Ms. Woodring works in collaboration with clients to develop best practice procedures, increased accountability and the installation of transparent strategies. Ms. Woodring and her GPA partners, Mr. Westcott and Ms. Walton, have served together as a team since 1983. This fixed income partnership is most likely one of most experienced teams in the industry advising public entities.

Prior to co-founding GPA, she was a Managing Director for Davidson Fixed Income Management from 2002 until 2014 and Piper Jaffray from 1986 to 2002. While at DFIM she was responsible for the management and development of the Portland, Oregon, office overseeing $5 billion in total assets. Ms. Woodring is a pioneer in implementing benchmark strategies into public entity investment programs through developing short and long range investment strategies, risk analysis and performance tracking.

Ms. Woodring graduated from the University of Oregon with a Bachelor of Science degree in Finance. She earned a Master’s of Business degree from the University of Washington. She holds the designation of Chartered Financial Analyst (CFA-1989) through the CFA Institute, and is a member of the Portland Society of Security Analysts. She also holds Series 63, 65, 24, 3, and 7 licenses from the Financial Industry Regulatory Authority (FINRA). She has been an Investment Advisory Representative since 1995. Ms. Woodring currently serves as the investment advisor to the New Mexico State Treasurer’s Office. She was also appointed in 2006 by Oregon’s Treasurer to serve as a board member of the Oregon Short Term Fund Board and recently served as an advisor on the Government Finance Officers Association Treasury and Management Committee. She appears often at industry workshops, as a speaker at the Government Finance Officers Association national meetings, and is actively involved in a number of state finance organizations including Oregon Government Finance Officers Association, New Mexico Finance Officers Association and the Washington Finance Officers Association.