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.
Bill Mastrodicasa, Managing Director
Tammy Davis, Director of Investments/Chief Compliance Officer
Trent Toon, Director of Operations
Nathan S. Smith
Edward M. Contreras
William (Bill) Mastrodicasa
Bill Mastrodicasa has been with First Public since 2003, first as Director of Operations & Chief Compliance Officer followed by a stint as Chief Operating Officer in 2014 and most recently as First Public’s Managing Director. Bill is responsible for overall management and operation of First Public and all aspects of the investment and insurance services that First Public offers to its clients. Bill has over 24 years experience in the financial services industry, which includes several major Wall Street firms.
Bill is an investment officer for the Lone Star Investment Pool. He holds the Certified Regulatory and Compliance Professional™ (CRCP™) designation, the Texas General Lines Insurance license (life, accident, health, HMO), and is registered Series 4 (General Options Principal), Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 53 (Municipal Securities Principal), Series 63 (State Securities Agent).
Director of Investments/Chief Compliance Officer
Tammy Davis came to First Public in 2015 with extensive compliance experience, having served in management positions since 2001. Tammy is 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.
She was managing principal at Lincoln Financial Advisors for 14 years. She was responsible for covering the East Coast OSJ (Office Supervisory Jurisdiction), and 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), Series 63 (State Securities Agent), and General Health and Life Insurance License.
Director of Operations
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), Series 51 (Municipal Fund Securities Limited Principal), and General Health and Life Insurance License. Trent graduated with a BBA in finance from Baylor University.
Edward M. Contreras
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 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.
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 a Bachelor's degree in University Studies at the University of Texas at Arlington. He is currently working toward his MBA at the University of Dallas and expects to finish in 2019.
Nathan S. Smith
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.