MEET OUR TEAMExperienced professionals, assisting institutions in achieving investment excellence. Alex McCann Managing Director (206) 365-3000 email@example.com 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 28 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.View Alex's Resume Paul Jarvis Managing Director (206) 365-3000 firstname.lastname@example.org Paul’s primary roles within the firm include supervising the Seattle office, providing fixed-income securities to over 100 institutional investors as well as providing management for a number of institutional investment portfolios. Paul has served public entity investors since 1988. He is currently on the board of Alaska Government Finance Officers Association and is a frequently requested speaker on the topic of public funds investing throughout the western states.Paul earned his MBA from Indiana University’s Kelley School of Business in 1988.View Paul's Resume Peter Becker Vice President (206) 365-3000 email@example.com Peter’s main role at TVI is to assist institutional investors with the implementation and continuation of their investment portfolios. He also frequently speaks at various public entity conferences and trainings regarding public funds investing. Peter currently serves over 100 institutional investors and has been in his current role with TVI since 2011.View Peter's Resume Chris Bateman Vice President (208) 529-9229 firstname.lastname@example.org 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.View Chris' Resume Aaron Bonck, CFA Institutional Investment Specialist (206) 365-3000 email@example.com 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.View Aaron's Resume Harrison Stenberg Institutional Investment Specialist (206) 365-3000 firstname.lastname@example.org 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.View Harrison's Resume Jack Sloat Portfolio Manager (206) 365-3000 email@example.com Jack provides investment advisory services to institutional clients throughout the western states. He has a thorough understanding and deep experience in the industry. Jack has been instrumental in development of TVI’s Platinum Bond Reporting system. TVI’s Platinum Reporting is utilized extensively by institutional accounts throughout the Western States. Jack’s strong quantitative and mathematics background have proven to be very valuable to TVI’s institutional investment clients.Jack graduated from the University of Washington with a Bachelor of Science degree in Economics and a minor in Mathematics.View Jack's Resume Noah Fenz Institutional Investment Specialist 206-365-3000 firstname.lastname@example.org Noah works as an institutional investment specialist for TVI. His main role is to tailor and assist in implementing investment recommendations to local and state public entities. Noah received a Bachelor of Business Administration in Finance from the University of Washington’s Foster School of Business.View Noah's Resume Question? Name Email Address Phone Question Thank you! Oops!