The Valley View Team
Back Row: Jamie Hobbs, Johnny Phifer, Ben Day, Emily Upshaw, E.K. Hufstedler, Tim Pinon
Front Row: Susan Anderson, Dick long, Julie Gerhardt, Tom Ross, Teresa Mendoza
Richard G. Long, Jr. - Manager
- Founded Valley View in 1998
- Investment industry since 1981
- Public Funds dedication since 1988
- Registered Investment Advisor Representative
- Phone: (540) 297-3419
Emily A. Upshaw, C.P.A.
- Background in accounting, client service, cash flows, and facilitating transactions
- Experience in market analysis, trading, and fund management
- Certified Public Accountant
- Registered Investment Advisor Representative
- Phone: (512) 633-4093
Jamie D. Hobbs, C.P.A.
- Twenty years of 401k plan administration experience
- Accounting and client services background
- Certified Public Accountant
- Registered Investment Advisor Representative
- Phone: (512) 468-7799
Susan K. Anderson
- Investing Public Funds since 1981
- Former City of Austin Treasurer & Investment Officer
- Served as Chief Investment Officer for State of Texas
- Registered Investment Advisor Representative
- Phone: (830) 637-7755
E.K. Hufstedler, III
- Former Texas-bank regional President
- Banking industry since 1982
- Depository banking service experience
- Registered Investment Advisor Representative
- Phone: (254) 396-2949
Johnny L. Phifer
- Retired Director of Finance, City of Keller
- Public funds experience since 1985
- Prior experience includes financial and budget administration, financial reporting, and debt and treasury management.
- Phone: (817) 821-3011
Thomas H. Ross
- Retired Director of Administrative Services, City of Bedford, Texas
- Public-sector experience since 1992
- Lengthy corporate finance and accounting career
- Primary depository banking service experience
- Registered Investment Advisor Representative
- Phone: (817) 706-0471
Timothy D. Pinon
- Banking industry since 1987
- Government banking relationship manager
- Depository banking service experience
- Registered Investment Advisor Representative
- Phone: (214) 329-6763
Ben F. Day
- Investment markets since 1984
- Diversified background in sales and trading
- Extensive client based risk/return analysis experience
- Registered Investment Advisor Representative
- Phone: (540) 817-5491
M. Teresa Mendoza
- Extensive background in Accounting & Finance (since 2007)
- Financial reporting experience
- Government experience since 2010
- Phone: (817) 721-0841
Julie S. Gerhardt
- Investment industry since 1993
- Responsible for administration and organizational issues
- Experience in customer support and reporting issues
- Web Developer
- Phone: (434) 426-1583
William J. Koch (retired with limited availability)
Public-sector consulting since 1990
- Over forty years financial management experience
- Management positions in Fortune 500 companies
- Registered Investment Advisor
Corrine Steeger (retired with limited availability)
Over forty years of government entity cash and treasury management
- Former City of Dallas Treasurer
- University of North Texas – Center for Public Management staff
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