CALIFORNIA CONSUMER - Key Persons
Aaron assists public entities throughout the Western states with a full range of public funds investing services. This includes establishing Investment Policies aligning with GFOA's Best Practices, opening necessary custody accounts, defining portfolio structure and risk tolerance, and finding investments that fit within the given portfolio structure. Aaron regularly attends statewide public entity finance conferences and has frequently been involved in teaching public funds investing sessions, including TVI's popular "Public Funds Investing Made Easy" class.
Aaron is a Chartered Financial Analyst (CFA) Charter holder.
Alex graduated from Southern Oregon University with a Bachelors of Science degree in Communication. She has been a Series 7 licensed broker since 1997. She has managed the operations functions of several institutional bond departments during her 30 year career including US Bancorp Investments. She has recently transitioned into her new role of managing director and provides fixed income securities to over 150 clients across the West Coast.
Chris Bateman helps institutional investors implement new investment programs and review the structure of existing investment portfolios. He has been invited to speak on public funds investing at the Washington Finance Officers Association conference and the California Municipal Treasurers Association conference. Chris graduated with honors from Seattle University School of Law and obtained his Bachelor's degree in Philosophy from Brigham Young University.
Job Titles:
- Institutional Investment Specialist
- Institutional Investment Specialist for Public
Harrison works as an institutional investment specialist for public entities across several states. His objectives include tailoring investment recommendations to local and state policies. Harrison received his degree in Finance from the University of Washington's Foster School of Business as one of six Foster graduates to also earn University Honors distinction.
Peter has been assisting public funds investors since he joined TVI in 2011. He graduated from the University of Washington's Foster School of Business with a bachelors degree in Business Administration and a concentration in Finance. He holds several certifications, including Series 7, 63, and 66. Peter's primary roles at TVI include assisting institutional investors with the implementation and continuation of their investment portfolios. He is also a regular speaker at various public entity conferences and trainings regarding public funds investing.