Client Team
Donald J. Klotter | Senior Vice President, Client Service & Marketing
Investment Experience: since 1988
Firm Experience: since 2001
Mr. Klotter is a senior member of the client service & marketing team, working closely with the Portfolio Management team to communicate the portfolio positioning and outlook to clients and the institutional community. Prior to joining Mazama, Mr. Klotter spent over four years with State Street Corporation as a Senior Vice President, Managing Director and co-manager of the office in Munich, Germany, responsible for building an investment banking division throughout Europe. He was also responsible for sell-side products and relationship management with the largest institutional investors in the region. Before that Mr. Klotter was responsible for the structured finance department at US Bancorp for 5 years, his last two years working as a Senior Vice President and Managing Director. Currently, Mr. Klotter is on the Alumni Advisory Council, Robert D. Clark Honors College at the University of Oregon, as well as the national Board of Directors for the University of Oregon Alumni Association. Mr. Klotter received a Bachelor of Arts in Political Science/German Literature from the Robert D. Clark Honors College at the University of Oregon and a MA in International Business from Columbia University.
Derek A. Ebel | Vice President, Client Service & Marketing
Investment Experience: since 1998
Firm Experience: since 2004
Mr. Ebel is a senior member of the client service & marketing team working closely with the Portfolio Management team to communicate the portfolio positioning and outlook to clients and the institutional community. His most recent investment experience was as a derivative sales executive at UBS where his responsibilities included providing various hedging and procurement strategies utilizing derivative instruments for institutions around the globe. In addition, Mr. Ebel has held sales & marketing positions at Nortel Networks and AT&T. Mr. Ebel earned a MBA from The University of Portland, where he was a member of the Beta Gamma Sigma honor society and earned a Bachelor of Science in Business Administration from Oregon State University.
Fredric M. Poust | Vice President, Client Service & Marketing
Mr. Poust is a senior member of the client service & marketing team, working closely with the portfolio management team to communicate the portfolio positioning and outlook to clients and the institutional community. Prior to joining Mazama, Mr. Poust held a number of senior sales and marketing jobs, primarily in the media industry. Most recently he was Senior Vice President of Corporate Sales and Marketing at Time Inc., with responsibility for managing the company's largest institutional advertising relationships. He holds a Bachelor of Arts in Economics from the Robert D. Clark Honors College at the University of Oregon. He currently serves on the National Board of Directors for the University of Oregon Alumni Association.
Shannon M. Lynch | Chief Compliance Officer
Investment Experience: since 2000
Firm Experience: since 2000
As Chief Compliance Officer, Ms. Lynch monitors the firm's compliance and operational risk. She focuses on the ongoing review and monitoring of the firm's operations to ensure compliance with all applicable regulatory and client guidelines, including client reporting and the development and enforcement of the firm's compliance policies and procedures. Ms. Lynch has developed the firm's compliance program to accommodate firm growth and additional regulatory requirements. Ms. Lynch is a Certified Compliance Specialist, National Regulatory Services and is active in the National Society of Compliance Professionals. Ms. Lynch earned her BA in Speech Communication from Oregon State University.
Clifford M. Yount | Vice President, Client Service Manager
Investment Experience: since 1994
Firm Experience: since 2000
Mr. Yount works closely with all members of the Mazama client service team in managing the day-to-day client service functions for all Mazama clients, including consultants in the institutional community. Using a relationship-driven approach that is at the heart of Mazama's focus on client service, Mr. Yount ensures that each client's specific reporting needs and other requests are met. Prior to joining Mazama in 2000, Mr. Yount worked as Compliance Officer at Black & Company, which is now part of Wells Fargo Investments.
Amanda A. Meyer | Client Service & Marketing Associate
Investment Experience: since 1998
Firm Experience: since 2004
Ms. Meyer works closely with all members of the Mazama client service & marketing team in both ongoing client service functions and external marketing. She is also responsible for preparing performance analytics and attribution for all Mazama accounts. Prior to joining Mazama, Ms. Meyer worked in various roles in the investment management industry since 1998, including positions with US Bancorp/Piper Jaffray; Wealth Enhancement Group; and Dain Rauscher. Ms. Meyer received her BA in Mass Communications from the University of Minnesota.