Meet The Team

Deanne-Woodring
Deanne Woodring CFA
Principal

President, Senior Portfolio Advisor
Serving public entities since 1982
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Dave Westcott CFA
Principal

Chief Compliance Officer, Chief Executive Officer, Senior Portfolio Advisor
Serving public entities since 1977
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Garrett Cudahey CFA, CPA, CAIA
Principal

Chief Investment Officer, Senior Portfolio Advisor
Serving public entities since 2009
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Rashad Masri
Vice President, Senior Portfolio Advisor
Years of Fixed Income Experience 10
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Mike Clark
Principal

Head of Trading & Senior Portfolio Advisor
Serving public entities since 1993
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Whitney Maher
Client Service Manager
Serving public entities since 2005
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Ryan-Haidar
Ryan Haidar
Operations Manager
Serving public entities since 2018
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Erik Otterholt
Innovative Development
Serving public entities since 2013
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