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Client Team

Client Team

Donald J. Klotter | Senior Vice President, Client Service and Marketing

Investment Experience: since 1988

Firm Experience: since 2001

Mr. Klotter is a senior member of the client service and 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. Previously, Mr. Klotter was responsible for the structured finance department at U.S. Bancorp for five years, the last two years as a senior vice president and managing director. 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. 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.

Derek A. Ebel | Vice President, Client Service and Marketing

Investment Experience: since 1998

Firm Experience: since 2004

Mr. Ebel is a senior member of the client service and 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. Previously, Mr. Ebel held sales and marketing positions at Nortel Networks and AT&T. Mr. Ebel earned an MBA from The University of Portland, where he was a member of the Beta Gamma Sigma honor society, and a Bachelor of Science in Business Administration from Oregon State University.

Shannon M. Makuakane | Chief Compliance Officer

Investment Experience: since 2000

Firm Experience: since 2000

As Chief Compliance Officer, Ms. Makuakane 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. Makuakane has developed the firm's compliance program to accommodate firm growth and additional regulatory requirements. Ms. Makuakane earned a Bachelor of Arts in Speech Communication from Oregon State University. Ms. Makuakane is a Certified Compliance Specialist, National Regulatory Services and is active in the National Society of Compliance Professionals.

A. Kristy Kadlub | Client Service and Marketing Associate

Investment Experience: since 2008

Firm Experience: since 2008

Ms. Kadlub works closely with Mazama’s client service and marketing team, providing support to all client service and marketing functions. She coordinates client reporting and RFP responses, and prepares performance analytics and attribution reports for internal and external distribution. Prior to joining Mazama, Ms. Kadlub was a manager with Nordstrom, where she learned the importance of customer service. Ms. Kadlub earned a Bachelor of Science degree in Merchandising Management from Oregon State University.

Amanda A. Meyer | Performance Accounting Associate

Investment Experience: since 1998

Firm Experience: since 2004

Ms. Meyer works closely with all members of the Mazama client service and marketing team in both ongoing client service functions and external marketing. Also, she is 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, including positions with U.S. Bancorp/Piper Jaffray, Wealth Enhancement Group and Dain Rauscher. Ms. Meyer earned a Bachelor of Arts in Mass Communications from the University of Minnesota.