Public Trust Advisors Announces New Chief Executive Officer

Mar 22, 2023

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From the Desk of Public Trust Advisors, LLC

Public Trust Advisors Announces New Chief Executive Officer, Todd Alton, CFA®

Denver, Colorado – March 22, 2023 – Public Trust Advisors, LLC (Public Trust) is pleased to announce that Todd Alton, CFA® has unanimously been appointed by the firm’s Board of Managers as the company’s next Chief Executive Officer, effective immediately.

Prior to becoming CEO, Todd previously served as Public Trust Advisors’ President and led the firm’s Executive Management Team. He has been instrumental in the enhancement of the services we provide to our clients. His deep industry knowledge has aided in further developing the firm’s investment advisory capabilities while enhancing the automation of workflows that are critical in providing client-centric services. Additionally, under Todd’s leadership, the company has increased scalability and expanded its nationwide footprint.

“Todd previously worked for Public Trust in various capacities and across many functions of the firm during the company’s formative years. His intimate understanding of our business and industry coupled with his extensive background, personal drive, and leadership experience uniquely qualify Todd for his current role as CEO,” said Thomas Jordan, Public Trust Advisors’ Chairman Emeritus.

As CEO, Todd will continue to guide the organization in its mission to create trusted investment management solutions that safeguard our clients’ assets while delivering exceptional customer service. Through our continued team approach and with Todd’s leadership, our goal is to strengthen local communities nationwide.

More About Todd Alton:

Prior to Public Trust, Todd most recently served as a Managing Director for Bear Creek Asset Management where he helped develop and expand their Private Equity platform and manage other elements of the firm. Over the past two decades, Todd led and managed business units and teams in such sectors as banking, investment banking, and structured finance. During tenures at CCB Corp and Piper Jaffray, Todd held roles in institutional bond sales, trading, asset liability management, as well as investment portfolio management. After the 2007 Financial Crisis, Todd led a unit of structured finance and commercial real estate experts at Frederick Ross-Asset Advisory Alliance focused on providing tranche-level assessments to special servicers of CMBS securities. He also served in public sector roles at both the FDIC and Federal Reserve where he was responsible for resolving failed banks, participating in material loss reviews, and serving as a subject matter expert in the areas of capital markets, interest rate risk, and commercial real estate lending.

Todd received a Bachelor of Business Administration in Finance from the University of Arkansas, is a CFA® charterholder, and a member of CFA Society Colorado. He is an active member of Legatus Denver; an Economic Development Council Member for the Downtown Denver Partnership; an Advisory Board Member for Franchise Evolution Partners; and is a member of the President’s Advisory Council at FOCUS.

About Us: Public Trust Advisors® investment services for the public sector include the management of local government investment pools (LGIP) and separately managed, individual investment accounts (SMA). Public Trust Advisors LGIP investment management services include administration (fund accounting, participant accounting, transfer agency, client services, sales, and marketing) and/or investment advisory (portfolio management, credit research, risk management, and portfolio valuation). For more information, visit us at www.publictrustadvisors.com.
 
This press release is for informational purposes only and should not be considered a solicitation of investment advisory services. All comments and discussion presented are purely based on opinion and assumptions, not fact. These assumptions may or may not be correct based on foreseen and unforeseen events.

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