Meet The Team
Deanne Woodring CFA
Principal
President, Senior Portfolio Advisor
President, Senior Portfolio Advisor
Serving public entities since 1982
Dave Westcott CFA
Principal
Chief Executive Officer, Senior Portfolio Advisor
Chief Executive Officer, Senior Portfolio Advisor
Serving public entities since 1977
Garrett Cudahey CFA, CPA, CAIA
Principal
Chief Investment Officer, Senior Portfolio Advisor
Chief Investment Officer, Senior Portfolio Advisor
Serving public entities since 2009
Rashad Masri
Director of Client Services- Senior Portfolio Advisor
Years of Fixed Income Experience 10
Mike Clark
Principal
Director of Trading and Operations, Senior Portfolio Advisor
Director of Trading and Operations, Senior Portfolio Advisor
Serving public entities since 1993