To ensure consistent communications and transparency, experienced relationship and portfolio management professionals have been selected from the SBA and Federated to work with Pool participants. The SBA and Federated teams are committed to communicating with participants on a regular basis about the Pools’ management strategies and holdings. Participants will personally see and hear more from these teams through focus groups, structured conference calls, and regular website updates.

 

The Client Support Teams will work closely with pool participants to address any immediate questions or issues that may arise and will work to make sure that you have easy access to information.

 

The Federated and SBA teams are vested in the long-term success of the Florida Prime.

Contact: SBA Support Team

 

 

Kelly oversees all financial operations for the State Board of Administration. Those duties include the operation of the Local Government Investment Pool, trade processing and cash management related to the Florida Retirement System portfolios, oversight of accounting information systems, accounts payable, payroll, and the purchasing card program. Kelly has been an employee of the SBA for more than 20 years.

 

Shoana manages an Investment Operations unit responsible for trade settlements and financial operations related to FRS portfolios, legislative mandates, as well as the Local Government Investment Pool. She has many years of investment operations experience.

 

As the client support representative for PRIME, Donna is the day to day contact for pool participants. She joined the State Board of Administration in 2007 and has been the voice of Florida PRIME since June, 2012. Donna capitalizes on skills honed from previous jobs in banking and state treasury functions. She is a native of the South Georgia North Florida region.

 

Mike is responsible for investment program client service and corporate governance activities. He coordinates investment program client service, including relationship management, communication with government and non-governmental clients and constituent groups, client advocacy, account and portfolio reporting, and oversight of externally managed portfolios.

Ms. Michaliszyn is Federated's manager of the State Board of Administration of Florida relationship. A 27-year veteran with Federated, Ms. Michaliszyn is responsible for working with public entities to develop creative solutions within statutory and investment policy guidelines that leverage a combination of legal, investment, and servicing solutions.

 

Ms. Wilhelm is responsible for leading the day-to-day management of the Pools. She has more than 17 years of experience in managing money market products for Federated, including four years running one of the nation's largest LGIPs.

 

Mr. Sanchez is responsible for the sales and marketing efforts of Florida PRIME on behalf of Federated. He has been with Federated for 5 years and has over 17 years of experience working with cities, counties, public schools and other types of local governments in meeting their investment and cash management needs through fixed and variable rate securities, including local government investment pools.

If you have any questions about the Florida Prime Investment Fund or the website, contact us at: (850)488-7311 or Submit a Question.