A Letter from Tom Jordan, Public Trust Advisors’ Chairman Emeritus

Mar 21, 2023

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From the Desk of Public Trust Advisors, LLC

Dear Friends of Public Trust:

I am both pleased and proud to share news of exciting changes ahead for Public Trust Advisors.

Following a unanimous vote of the firm’s Board of Managers, Todd Alton has been appointed to serve as the company’s next Chief Executive Officer, effective immediately. After a decade at the helm, I am relinquishing my Denver-based, day-to-day responsibilities to Todd, and I look forward to continuing to serve Public Trust in new ways that add value and create efficiencies for our clients.

Prior to becoming CEO, Todd served as Public Trust Advisors’ President and led the firm’s Executive Management Team. Under Todd’s leadership, the company has grown, and I am confident the firm will continue to flourish by expanding both business opportunities and our nationwide footprint. We all welcome and applaud Todd in his new role as CEO and look forward to the future success to come under his direction.

In addition, I am pleased to point out two recent noteworthy promotions. Matt Starr has been promoted to Managing Director of Client Relations for Public Trust nationally, and Molly Brown has been promoted to Vice President of Client Relations. Both Matt and Molly’s ongoing efforts have contributed to the overall success of Public Trust and continue to positively impact the firm’s expansion.

As always and going forward, please continue to expect the same level of exceptional service. We understand and embrace that nothing less works for either your team or ours.

I am available to answer any question you may have as we remain dedicated to placing the needs of our clients first and foremost.

Warm Regards, 

Tom Jordan
Chairman Emeritus 
Public Trust Advisors, LLC 

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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