- Mariko Boswell
- Susan Chen
- Anca Ion*
- Kelly Klingaman
- Denise Xue
Mariko Boswell, CFA, CAIA
Ms. Boswell is a senior vice president and account manager in PIMCO’s Austin office and leads the local institutional coverage. Prior to joining PIMCO in 2010, she worked as an equity research associate on the energy team at Credit Suisse. Ms. Boswell was previously a senior associate covering utilities in the corporate finance group at Moody’s Investors Service. She holds an MBA from the University of Chicago Booth School of Business as well as an undergraduate degree from Yale University.
Director of Public Markets, UTIMCO
Susan Chen joined UTIMCO in September 2008 as Director of Public Markets. Prior to UTIMCO, she worked as a portfolio manager and analyst at a $5 billion alternative investment firm investing in distressed debt, event-driven equity, private debt, and special assets. Previously, Susan worked in the corporate planning department of The Washington Post Company, on the risk arbitrage research team at Bear Stearns, and in investment banking at Merrill Lynch.
She received an MBA and JD, cum laude, from Harvard Business School and Harvard Law School, respectively, and an AB in economics, magna cum laude and Phi Beta Kappa, from Harvard College.
Anca Ion Oancea, CFA
Deputy Director of Internal Investments, Texas Treasury Safekeeping Trust Co.
Chairman Education Committee, Austin
Anca Ion is currently the Deputy Director of Internal Investments at the Texas Treasury Safekeeping Trust Company which invests, manages and oversees over $45 billion in assets. Investments include funds such as the Treasury Poll and separately managed portfolios for various Texas state agency clients.
Anca is responsible for managing the MBS /ABS portfolios of the $30 billion Treasury Pool portfolio as well as overseeing the investment of corporate, U.S Agency securities and short term fixed-income. Before moving to Austin, Anca worked as Treasury and Investment Officer for Eureko Romania, her responsibilities including cash-flow analysis and managing the company’s investment portfolio. Anca holds a Bachelor’s Degree in Finance and is a CFA Charterholder.
Kelly Klingaman, CFP
Regional Director, Dimensional Fund Advisors
As a Regional Director on the Financial Advisor Services team at Dimensional, Kelly Klingaman works with advisors from across the US on investment, messaging, and business development issues in order to sustain, improve, and grow their practice. She is also a frequent speaker for Dimensional’s live video webcast content and virtual programs. Kelly graduated from the University of Texas at Austin’s McCombs School of Business with a finance degree and a concentration in investment management. She also holds the CERTIFIED FINANCIAL PLANNER™ designation.
Denise Xue, MBA
Sr. Financial Analyst, Intel Corporation
Denise has been employed at Intel corporation in the FP&A (Finance Planning and Analysis) department for over seven years. She’s held a variety of Finance positions while working at Intel, including managing over $6Billion of annual budget for Intel’s Technology Development organization. Prior to joining Intel, she worked at Amazon’s Seattle headquarter in the Retail Finance team. She holds a BBA in Finance degree from the University of Washington (Seattle campus), and MBA degree with honors from the University of Texas in Austin.
Deloitte & Touche LLP
Anida is an audit senior manager in the Financial Services practice, specializing in investment management and broker-dealer audits. Anida has twelve years of public accounting experience, including 6 years of experience overseas (IFRS). She served hedge funds, fund of funds with various capital structures and strategies, venture capital, broker-dealer (both introducing and clearing brokers) and other financial services companies. Anida is a licensed CPA in Texas, Connecticut and Alaska, as well as member of the American Institute of Certified Public Accountants.
Deputy Chief of Staff
Teacher Retirement System of Texas
Stephanie Daul is the Deputy Chief of Staff to the Chief Investment Officer. In her role, Stephanie is responsible for coordinating the activities of the Executive Office across the Investment Management Division, including analysis, research, and special investment projects. Additionally, Stephanie is responsible for facilitating effective communication with key internal and external stakeholders. Previously, Stephanie was a Senior Investment Analyst in the Real Assets Group where she was responsible for managing and underwriting real estate fund and principal investments across various asset types and strategies. Stephanie received her BBA from Texas State University and is a CFA Level III candidate.
First Trust Portfolios, UCIT Product Manager
Hannah is a native of Philadelphia and moved to Texas 3 years ago. Graduating from Temple University with a double major of Spanish and Urban Planning, she spent her first-year post-grad working in Lima, Peru at a non-profit, Medlife. Upon returning state side, she accepted a bilingual job in the Institutional Investment Group at Vanguard for two years working with 401k’s and other retirement plans.
Hannah moved to Texas to join First Trust Portfolios, a Chicago based asset manager, to start their US Offshore business. She spent her first three years at FT wholesaling and working on new product development of UCIT products. As of the 4th quarter of 2018, she moved to our Key/National Accounts team as a Product Manager to act as a liaison for First Trust’s relationship with the major broker dealers both here in the US and abroad.
Chairman Networking Committee, Austin
Jena Michels is an Associate on UTIMCO’s $10 billion hedge fund team. Since joining in 2013, Jena has focused on sourcing, due diligence and monitoring of existing long/short equity, distressed credit, event, multi-strategy and global macro hedge fund strategies. Prior to joining UTIMCO, Jena held similar positions at Ascension Health, a large non-profit hospital system based in St. Louis, Missouri and The University of Arizona Investment Office. She holds a B.S. in Business Administration and an M.S. in Finance from The University of Arizona.
Advisor Edge, Noble Capital
Tammie Tirres is the Manager of Noble Capital’s Advisor Edge initiative. She builds and cultivates Noble Capital’s relationships with its many outside financial advisors who utilize Noble Capital’s private investment funds as an income planning tool for their clients. She is the company’s primary liaison to recruit financial advisors, provide training, and ensure ongoing support.
She came to Noble Capital in 2014 and spent three-and-a-half years as the Company’s Senior Associate of Capital Markets. In that role, she coordinated investment opportunities through Noble’s Private Lender Network (PLN). In 2017, she helped launch Advisors Edge which made Noble Capital’s real estate investment platform available to financial advisors across the country.
Client Services Associate
Durbin Bennett Private Wealth Management
Dianne supports the advisory team at Durbin Bennett Private Wealth Management and assists in a variety of client service related functions including client reporting, account maintenance and operations. Previously, she served as Operations Manager at Enclave Advisors, LLC in overseeing the day-to-day operations of the office along with providing client support and administrative duties. Prior to joining Enclave Advisors, Dianne worked as the executive assistant to the Director of Client Development for McVean Trading & Investments, LLC in Memphis, TN.
In her spare time, Dianne enjoys running on the trail around Town Lake in Austin, playing with her dog and spending time with friends and family.
Anna V. Bodine
Chief Operating Officer / Senior Advisor, Harrell Investment Partners, LLC
With over 20 years of financial services experience, Anna utilizes her skills and expertise to help individuals and families navigate the complexities of their financial lives.
Anna began her career with MONY Life Insurance Company in 1996. Prior to joining Harrell Investment Partners, LLC, Anna served as Branch Manager and First Vice President, Investments with Raymond James & Associates, Inc. for eight years. She holds the professional designation of Accredited Asset Management Specialist (AAMS℠). Anna is passionate about serving her community through her work on the advisory board of Literacy First and on the philanthropy committee of Texas Women of Wall Street.
Anna was born, raised, and currently lives in Austin, Texas with her husband Donovon and their two daughters, Alexa and Ava. In addition to spending time with her family, Anna loves watching movies, the Dallas Cowboys, and playing golf.
Sarah A. Markell*
Tax Director, PricewaterhouseCoopers, LLP
Chairman Philanthropy Committee, Austin
Sarah is a native of New Yorker who spent time in Boston earning her undergraduate and masters degrees from Northeastern University. Sarah soon realized that the cold New England winters were not for her and traded in her snow boots for cowboy boots and moved to Austin 6 years ago.
Sarah is a tax director in the Financial Services practice, specializing in state and local taxes. She has 11 years of public accounting experience and serves clients that sit in the fund of fund, private equity/venture capital and real estate space. Sarah is a licensed CPA in Massachusetts and Texas, as well as a member of the American Institute of Certified Public Accountants.
In additional to her passion for state and local taxes, Sarah has a love for animals and children. She is active with the Heart of Texas Lab Rescue, a local animal rescue in Austin, where she serves as a foster mom to labs waiting to find their fur-ever home. When Sarah is not playing a round of golf herself, she is volunteering for First Tee of Austin which teaches kids and teens how to play golf along with life lessons and leadership skills.
Heather L. Traeger
Chief Compliance Officer and Compliance Counsel, Teacher Retirement System of Texas
Heather L. Traeger serves as the Chief Compliance Officer and Compliance Counsel for the Teacher Retirement System of Texas. TRS is one of the largest public pension plans in the country.
Ms. Traeger has significant experience advising a variety of financial institutions. Immediately prior to joining TRS, Ms. Traeger was a partner at O’Melveny & Myers LLP, in Washington, D.C., in the Financial Services Practice. Previously, she served as an Associate Counsel at the Investment Company Institute (ICI) and in several positions at the U.S. Securities and Exchange Commission, including as the Senior Counsel to Commissioner Roel Campos, Counsel to Commissioner Issac Hunt, and Senior Counsel in the Division of Market Regulation (now Trading and Markets). She also clerked for the Texas First Court of Appeals.
Ms. Traeger has written numerous articles and chapters on investment adviser and broker dealer regulatory and compliance issues. She also participates regularly in industry panels. Ms. Traeger is a faculty member for the Regulatory Compliance Association’s CCO University, a member of the Board of Editors for the Investment Lawyer, and serves on the Board of the Association of Securities and Exchange Commission Alumni. She is a member of Texas Wall Street Women and participates in the National Society of Compliance Professionals, the Austin and Houston Compliance Roundtables, and the Council of Public Fund Compliance Officers. While in Washington, D.C., she was a faculty member for Operation HOPE, Banking on Our Future, as well as a member of the Women’s White Collar Defense Association and Women in Housing and Finance.
Ms. Traeger is a member of the Texas and District of Columbia bars.
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