Board of Trustees

Kenneth C. Blocker

Assistant District Manager, The Villages
Board of Trustees
Term: Indefinite

Kenneth Blocker is the Assistant District Manager and previously served as the Director of Finance for the Villages Community Development Districts.  In his current role, he serves as the Chief Financial Officer for the 17 Community Development Districts with budgets totaling over $300 Million.  Kenneth also manages all issuance of debt for the Community Development Districts and an investment portfolio of over $200 Million.  He has over 15 years of experience working in school districts and non-profits serving as the Chief Financial Officer.

Kenneth earned a bachelor’s degree from the University of South Florida and a Master’s in Business Administration from Saint Leo University.  He also obtained the designation of a Certified Public Funds Investment Manager.

Ira P. Cohen

Executive Vice President, Recognos Financial
Board of Trustees
Term: Indefinite

Ira Cohen is the Executive Vice President for Recognos Financial. He currently oversees the firm’s product, marketing, consulting and business development efforts for their asset management division.  He has over thirty-eight years of industry experience, including his past work as an independent consultant to industry-leading firms such as the Depository Trust & Clearing Corporation (DTCC), FINRA and DST.  Earlier in his career, Ira served as SVP of INVESCO Fund Services (formerly AIM Investments).  He has also held senior management positions at Bank of New York and Prudential Mutual Fund Services.

Ira serves as the Committee Chairman for the Midwest NICSA and sits on several advisory committees, including ICI, NASD, DST and NSCC. He previously held FINRA Series 6, Series 26 and Series 63 registrations.

 

Laurence Galvin

Principal, Sparrow Family
Office Consulting, LLC
Board of Trustees
Term: Indefinite

Laurence Galvin is a results-driven strategic planner with a passion for helping privately held companies and family offices grow operations, improve technologies, expand business models and return-on-investments. He specializes in operational management, financial advisory, and helping firms source capital for business growth. Prior to becoming a principal at Sparrow, Laurence founded his own FINRA Member firm, Sinclair & Company, LLC, which specialized in the distribution of Regulation D Private Placement Securities and Insurance Products to an Institutional Client base. During that same period, he was a Partner with RingsEnd Partners, LLC, a Corporate Advisory Firm that complimented his activities in Sinclair & Company, LLC.

Laurence holds a BA from Rutgers University in Business Administration and Economics and resides in Dallas.

David Jang

Managing Partner
Water Walker Investments
Board of Trustees
Term: Indefinite

David Jang is a Managing Partner at Water Walker Investments responsible for directing the firm’s marketing, business development and client advisory services. He serves on the firm’s investment committee and authors the firm’s weekly economic updates. David’s investment advisory experience coupled with his client-focused approach enables him to work with each entities’ investment team then tailor advice to meet their unique investment goals, objectives and adherence to all applicable state investment statutes. His ability to understand and assess the multi-layered components affecting local governments enables him to provide valuable insight to the firm’s treasury management, investment management and consulting clients. David routinely speaks at Florida’s Government associations, chapters, annual conferences, and various CPE seminars customizing his discussions to locale, current economic conditions and the challenges that face Florida’s entities.

Prior to joining Water Walker Investments, David spent 14 years working with Florida local government clients and 28 years overall in investment advisory services.

David earned his Bachelor’s degree in Economics from the Wharton School, University of Pennsylvania. He earned the Association of Financial Professionals (AFP) designation of Certified Treasury Professional (CTP). David also has FINRA Series 7, 24, 63, and 65 licenses and is a Registered Investment Advisor with the Florida Department of Financial Regulation.

Randy K. Sterns, Esq.

Shareholder, Bush Ross, P.A.
Board of Trustees
Term: Indefinite
 

Randy Sterns has extensive experience representing financial institutions, credit union service organizations, and public and private companies. His transactional practice focuses on federal and state securities law reporting and compliance. He also advises on intellectual property matters and represents tax-exempt organizations including charities, schools, social service entities and religious organizations.

Randy began his career serving as a Legislative Assistant and Counsel to U.S. Senator Mark O. Hatfield (R- OR).  He currently serves as trustee for the WY Fund, a Tampa-based mutual fund which serves as a short-term investment bond fund for governmental institutions. He is a member of the Business Law Section of the American Bar Association and Non-Profit Organizations, State Regulation of Securities, Exempt Transactions and Exempt Securities sub-committees.

Randy obtained his B.A. from Oral Roberts University with magna cum laude distinction, M.B.A. and J.D. from Willamette University, and LL.M. from Georgetown University.

 

M. Brent Wertz

Managing Partner,
Water Walker Investments
Board of Trustees
Term: Indefinite

Brent Wertz is the Managing Partner at Water Walker Investments. Brent provides strategic leadership for the company and is responsible for overseeing all aspects of the firm’s investment process. He heads implementation of the firm’s investment strategies and portfolio risk management. He serves on the firm’s investment and credit committees.

Brent started Water Walker based on his experience serving as a consultant to special taxing districts throughout the State of Florida assisting these districts in bond offerings, assessment allocation and collections, as well as assisting District Managers with treasury management.

Brent is a graduate of Virginia Military Institute with a B.A. Economics. Brent received his Master’s in Business Administration from the University of Tampa.

Jeffrey D. Kohlenberg, CPA, RTSBA

Controller
Clear Creek ISD
Participant, Advisory Board Member
Term: Indefinite

Jeff graduated Magna Cum Laude from Southwest Texas State University in San Marcos, TX with a Bachelor of Business Administration in Accounting. He earned the CPA designation in 1994 and also has the designation of Registered Texas School Business Administrator through the Texas Association of School Business Officials.

Jeff started his accounting career with Kenneth Leventhal & Company in 1991. In 1996 he became the Chief Accountant for Stafford Municipal School District and moved to Clear Creek ISD in 1998 as an Accountant. He has been the Controller at Clear Creek ISD since 2000.

Kelly Logsdon

Director of Business Operations
Dickinson ISD
Participant, Advisory Board Member
Term: Indefinite

Kelly Logsdon is the Executive Director of Business Operations for Dickinson Independent School District. Kelly is responsible for preparing the budget, overseeing the daily operational functions of the Business Office, and also serves as the District Investment Officer.

Before joining the District in 2005, Kelly held multiple positions for H-E-B Grocery Company and continues to be employed with over 20 years of service.

Kelly is a graduate of Sam Houston State University with a Bachelors of Business Administration in Accounting. Kelly is an active member of Texas Association School Business Officials and holds her Registered Texas School Business Administrator certification.

Wesley Janecek, CPA

Assistant Finance Director
City of Victoria
Participant, Advisory Board Member
Term: Indefinite

Wesley Janecek, CPA, has been the Assistant Finance Director for the City of Victoria, Texas since April 2019.  His role includes daily oversight of the Finance department, managing the City’s investments, and overseeing the Purchasing and Municipal Court operations.

Wesley previously worked at the public accounting firm, Bumgardner Morrison & Company, LLP, for 7 years, attaining the position of Audit Supervisor.  He currently serves as the Treasurer for the Victoria Chapter of the Texas Society of Certified Public Accountants and is a member of the Government Finance Officers Association.

He earned a Bachelor of Business Administration in Accounting from the University of Houston – Victoria in 2011 and obtained his Certified Public Accountant license in 2014.  

Myra Conklin

Treasurer
City of Plano
Participant, Advisory Board Member
Term: Indefinite
 

Myra Conklin currently serves as the Treasurer for the City of Plano beginning in 2009. As City Treasurer, she serves as an investment officer and manages an investment portfolio of over $600 million, facilitates cash management, the debt management program, credit card processing, banking services, and various other functions. Myra began her career with KPMG and worked several years in internal audit for various banks. She then shifted focus to public service and worked for Plano Independent School District where she performed the budget function along with demographic and boundary functions.

Myra holds a Bachelor’s of Accountancy from New Mexico State University. Myra is past President of the Government Treasurers’ Organization of Texas, and holds the designations of Certified Public Accountant, Certified Public Funds Investment Manager and Advanced Certified Public Funds Investment Manager.

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This communication and the products and services described within are intended solely for Texas public institutions and is not an offer to sell or buy any investments or services offered by Water Walker Investments to any public institution in any jurisdiction in which such offer or solicitation would be unlawful under the securities laws of such jurisdiction.