Meet Our Team

First Public's leaders are proud to be shaping one of the country's most responsive and client-friendly financial groups. Each brings a unique perspective to First Public, drawing from experience in mutual funds, financial operations, and leading-edge technology. Meet the team that can help you and your organization set and reach your investment and financing goals.
 

Management Team


Chris Szaniszlo, Managing Director
Bill Mastrodicasa, Chief Operating Officer
Tammy Davis, Compliance Officer
Steve Orta, Director of Sales
Trent Toon, Vice President
 

Sales Team

North/Northeast

Nathan S. Smith
William Jaramillo
 

South/Southeast Texas/West

Cole Hentschel
Edward M. Contreras
 

South/Southwest/South Central Texas

Steve Orta

 

Chris Szaniszlo
Managing Director

Since 1992, Chris Szaniszlo has supervised the staff involved in carrying out the day-to-day operations of the Lone Star Investment Pool. Chris has a strong background in management, leadership, business development, and sales. He was instrumental in the development of the three Lone Star funds and has played a key role in the program’s growth. He also oversees the administration of the TASB Benefits Cooperative. Chris is an investment officer and currently holds the following FINRA registrations: Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 53 (Municipal Securities Principal), Series 63 (State Securities Agent), and he holds a general lines agent license with the Texas Department of Insurance.

 

William (Bill) Mastrodicasa
Chief Operating Officer/Investment Officer

Bill Mastrodicasa has been with First Public since 2003 and has over 20 years of financial industry experience. As the chief operating officer, he is responsible for oversight and administration of First Public's overall business activities. Bill is also an investment officer for the Lone Star Investment Pool and responsible for oversight of pool assets and other duties required under the Public Funds Investment Act.

With extensive securities industry expertise, Bill has served in executive management roles for several large financial services firms since 1993. Prior to joining First Public, he was president and chief compliance officer for Patagon.com Securities Corp., a wholly owned subsidiary of Banco Santander. He also worked at The R.J. Forbes Group, Inc., where he was president of Electronic Brokerage Services. Prior to that, he worked at Waterhouse Asset Management, a wholly owned subsidiary of TD Waterhouse (now TD Ameritrade), where he was assistant vice-president of Operations and Compliance.

Bill holds the Certified Regulatory and Compliance Professional™ (CRCP™) designation and is registered Series 4 (General Options Principal), Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 53 (Municipal Securities Principal), Series 57 (Securities Trader License), and Series 63 (State Securities Agent).
 

Tammy Davis
Compliance Officer

Tammy Davis came to First Public in 2015 with extensive compliance experience, having served in management positions since 2001. She was managing principal at Lincoln Financial Advisors for 14 years, responsible for covering the East Coast OSJ (Office Supervisory jurisdiction), providing management support for 25 registered offices and more than 200 financial advisory and licensed CPAs. Tammy holds the following FINRA licenses: Series 7 (General Securities Representative, Series 24 (General Securities Principal), Series 53 (Municipal Securities Principal), and Series 63 (State Securities Agent).

 

Trent Toon
Vice-President

With more than 14 years of trading and fixed income sales experience, Trent Toon brings valuable knowledge of the marketplace and products. With First Public since 2005, he has gathered experience from such firms as Wells Fargo Investments, NFP Securities Trading Desk, and First Global Fixed Income Trading Desk. He currently holds his Series 6 (Investment Contract and Variable Contract Representative), Series 7 (General Securities Representative), Series 63 (State Securities Agent), Series 24 (General Securities Principal), and General Health and Life Insurance License. Trent graduated with a BBA in finance from Baylor University.

 

Steve Orta
Director of Sales

Steve Orta has been with First Public since 2004 and has over 20 years of financial services industry experience in financial management, business development, investments, insurance, and sales. Steve is responsible for the strategic sales plan and implementation for the Lone Star Investment Pool and TASB Benefits Cooperative. Before joining First Public, Steve worked for E*Trade Securities, managing the fixed income trading desk in New York City and Washington, DC. He also worked as a mutual funds sales supervisor for Franklin Templeton Funds.

Steve holds these FINRA registrations: Series 6 (Investment Contract and Variable Contract Representative), Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 53 (Municipal Securities Principal), and Series 63 (State Securities Agent). He also holds a General Health and Life Insurance License.

Steve served in the US Marine Corps and earned a BS in managerial economics from University of California, Davis.

 

Edward M. Contreras
Assistant Vice-President

Edward Contreras joined the First Public team in January 2016, bringing more than 15 years of experience in bilingual sales and outstanding new business development strategies. He previously led and owned his own insurance agency, served as district manager for Bilingual Media and Advertising Sales for Texas, Mexico, and Midwest Regions, and served in the US Marine Corps. He holds a Series 6 Securities License, (Investment Contract and Variable Contract Representative), Series 63 (State Securities Agent), a General Health and Life Insurance License and Property and Casualty License.

 

Cole Hentschel
Vice-President

Cole Hentschel joined the First Public team in January of 2013. Through his previous positions at JPMorgan Chase and American Funds, Cole brings ten years of knowledge in banking, employee benefits, and public funds management.  He currently holds FINRA Series 7 (General Securities Representative) and Series 63 (State Securities Agent) registrations and a General Health and Life License. He received a BA in economics from the University of Arkansas.

 

William Jaramillo
Assistant Vice-President

Will Jaramillo joined First Public in 2015 and brings five years of experience in the financial industry after coming from JPMorgan Chase Bank. He assists Nathan Smith in the Northern half of Texas with his 10 years of sales experience across various industries. Will holds a Series 6 (Investment Contract and Variable Contract Representative), Series 63 (State Securities Agent), and a General Health and Life Insurance License. Will has earned an AA in Spanish and AS in Business Administration from Austin Community College and is currently studying at the University of Texas at Arlington and is expected to earn his Business degree in the Spring of 2017.

 

Nathan S. Smith
Vice-President

Nathan Smith joined First Public in April 2013, bringing experience in investments, portfolio management, and insurance. He was formerly vice-president/portfolio manager with First Southwest Asset Management (FSAM), financial analyst at the Lower Colorado River Authority (LCRA), and credit specialist at Comerica Bank. He holds a Series 7 (General Securities Representative), Series 63 (State Securities Agent), and a General Health and Life Insurance License. After four years in the US Marine Corps, Nathan earned a bachelor's of business administration from LeTourneau University.