About

Monte L. Miller

Founder & Executive Chairman

Monte Miller has over 40 years investment management and trust banking experience. Prior to founding The KeyState Companies, he served as SVP and Trust Division Manager for Valley Bank of Nevada (now Bank of America Nevada) and serviced over $4 billion in assets. Monte holds a B.S. in Business Administration from the University of Nevada Reno and his M.A. in Economics from the University of Nevada Las Vegas. He serves on the Executive Committee of the Board of Trustees of the Nevada Development Authority, on the University of Reno Foundation Board, and on the boards of a Nevada business interest group and a Nevada free market political think tank. From 2004 to 2007 he served on the Board of Directors of the Federal Home Loan Bank of San Francisco.

Joshua C. Miller

Chief Executive Officer

Josh Miller joined The KeyState Companies in 1993. He received his B.A. in Economics and Foreign Affairs from the University of Virginia. Josh serves on the executive committee of the Board of Public Education Foundation, the Board of Advisors of the Las Vegas Chamber of Commerce, the Board of the Nevada Captive Insurance Association, and is actively involved in legislative efforts that affect Nevada businesses.

Hillary Frei

EVP - Executive VICE PRESIDENT

Hillary Frei joins KeyState with over 15 years of finance and marketing experience. She began her career in investment banking at Ryan, Beck and Associates which was later acquired by Stifel Financial Corporation. She went on to run several businesses in the cereal and snacks division at consumer packaged goods giant General Mills. In her last position there, she worked on a two person team which recommended potential M&A targets to the CEO and his senior leadership team. For five years she served as Vice President at pediped Footwear, the country’s second largest children’s footwear company. In that role she oversaw marketing, ecommerce and retail operations. Hillary has a B.S. in Finance from Georgetown University and an MBA from the University of Texas at Austin.

Larry M. Wood

Evp - financial institutionS group

Larry Wood joined The KeyState Companies in 2008 with 20 years of capital markets experience. As EVP of the Financial Institutions Group, he is a senior member of the team of investment officers. Previously, Larry served as the corporate investment portfolio manager for Associated Bank (a $21 billion regional bank) and prior to this ran the fixed income investment portfolio for the Employees Retirement System of Texas. He holds an MBA from the University of Texas, a BSBA in Finance & Banking from the University of Arkansas, a Certified Treasury Professional accreditation from the Association of Financial Professionals, and Series 7 & Series 66 licenses.

Ivan Farris

SVP - Financial InstitutionS Group

Ivan Farris joined The KeyState Companies as Vice President in the Financial Institutions Group in October 2011 following KeyState's acquisition of M&I Portfolio Services from BMO Financial Group. Ivan joined M&I Portfolio Services in 1995. Ivan holds the position of President and Investment Officer for numerous investment subsidiaries of financial institutions and corporations. Ivan received his B.S. from the University of Nevada, Las Vegas in 1988. After college, Ivan spent 7 years at Valley Bank of Nevada and Bank of America where he performed supervisory, audit, conversion, and settlement functions.

Travis Holdman

SVP-National Sales Mgr/Financial Inst Grp

Through an independent consulting arrangement, Travis Holdman serves as SVP & National Sales Manager for KeyState's Financial Institutions Group. Travis has over 15 years of banking experience, having served on a community bank board prior to being asked to lead the bank as CEO. He has experience in bank mergers, investment and REIT subsidiaries, and has conducted an number of strategic planning sessions for banks and bank related entities. He is also a former Board Chairman for a statewide banking association and also served on the public board of a state banking regulator. In addition to his work with KeyState, Holdman is a licensed attorney and currently serves as a member of the Indiana Senate.

Nick Miller

SVP - Operations

Nick Miller joined The KeyState Companies in 2007 as a management analyst and has worked in various areas within the firm during his tenure. Nick currently serves as Senior Vice President of Operations, leading all efforts in operations management, IT, and human resources. He received his B.S. in Business Administration with an emphasis in Finance from Brigham Young University.

Craig Thieben

VP - Client Accounting

Craig Thieben joined The KeyState Companies as VP of Accounting in October 2011 following KeyState's acquisition of M&I Portfolio Services from BMO Financial Group. Craig joined M&I Portfolio Services, Inc. in 1997 and oversaw the operations and accounting unit. With over 14 years of experience, Craig has a background in financial accounting, operational management, portfolio analysis and product distribution. He received a BA degree in 1991 from Michigan State University.

Lorine D. Ellwood

VP- Client Accounting

Lorine Ellwood joined KeyState in 2007 through KeyState's acquisition of a business segment from a strategic partner. Prior to joining KeyState, Lorine had been working with KeyState in our Nevada offices for over 15 years. Lorine has over 20 years of portfolio accounting experience and she serves as a VP of Client Accounting and a member of the Financial Institution Group's portfolio accounting team. She holds a BA in accounting and economics from Thiel College, Pennsylvania.

Thomas P. Laskaris

Managing Director

Tom Laskaris has over 28 years of Trust Banking Experience and joined KeyState in 2004 as the Managing Director of KeyState's Delaware office. Prior to joining KeyState, Tom served as the Division Vice President of Corporate Trust for Wilmington Trust Company for over 8 years. His professional banking career began in 1976 with Farmers Bank of the State of Delaware (now BNY Mellon) as Vice President and Trust Department Manager. He holds a BA from the University of Delaware and an LLB from the University of Maryland.

Brian Amend

Managing Director & VP Sales – Eastern Region

Brian Amend joins KeyState with over 20 years of service in senior leadership positions in government and business. In addition to working at KeyState, he is a Lieutenant Colonel in the Marines and an active Reserve member. Brian spent ten years as a logistics officer before transferring to the Reserves. He left active duty to pursue additional education and serve in business leadership positions at various institutions including Amazon and DynCorp International. During his time at DynCorp Brian worked in Afghanistan as the Site Manager, leading nearly 3,000 employees of the largest camp supporting US Marines. He holds a B.S. in Business Administration--Finance from the University of Nevada, Las Vegas and an MBA from the Kogod School of Business at American University, Washington, D.C.

Bo Wu, CFA

Senior Investment Analyst

Bo Wu joined The KeyState Companies in 2013 as an investment analyst. Bo currently serves as Senior Investment Analyst of the Financial Institution Group. In his role, Bo assists senior investment officers in managing institutional fixed income portfolios and analyzes and trades fixed income securities, including municipal bonds, structured products such as Agency MBS & Agency CMOs, and agency debentures. Bo holds his CFA designation and Series 65 license. He serves as the treasurer and board member of the CFA Society Nevada. He received his M.S. in Applied Finance from Pepperdine University with a concentration in Investments. Bo also serves as board member of Pepperdine University’s Las Vegas Alumni Chapter.