Jen Welsh is the General Counsel and Chief Compliance Officer of Public Trust where she oversees the legal and compliance functions for the firm. Jen has extensive experience in legal and regulatory compliance for investment advisers and investment funds. Prior to joining Public Trust Advisors, Jen was General Counsel and Chief Compliance Officer for Myriad …
Neil is the Chief Investment Officer (CIO) for Public Trust, a position he has held for the past five years. As CIO, Neil is responsible for the development and implementation of firmwide investment strategy as well as the oversight of the portfolio management team. Previously, he has served as both a Director and a Senior …
Nick currently serves as an Accountant for Public Trust where he is responsible for accounts receivable, asset reconciliation for separately managed account clients, and various other operational accounting tasks. Prior to joining Public Trust, Nick worked for Blue Sky Neurology as a Registered Electroencephalogram Technologist where he performed EEG tests, provided excellent care to patients, …
Shoshana is a Marketing and Sales Support Analyst for Public Trust where her responsibilities include conference and event coordination, monthly reporting tasks, and general marketing support. In addition, Shoshana assists the team in the implementation of client-facing marketing communications and is a key point of contact on internal marketing projects. Prior to this role, Shoshana …
Dylana is a Director of Investment Services for Public Trust based in Colorado where she is responsible for maintaining current relationships with participants as well as developing new relationships. She serves as a resource for all participants in Colorado as it pertains to education on local government investment pools, local and regional economies, and the …
Molly is the Vice President of Client Relations for Public Trust. In this position, Molly oversees interactions with Public Trust-managed local government investment pool elected board members and arranges all logistics related to board meetings. Prior to joining Public Trust, Molly most recently held the position of Private Sector Coordinator for the International Crisis Group …
Sindhuja is a Business Systems Analyst in the Information Technology Department for Public Trust where she is responsible for creating the applications for the service portal, service catalog creations, monthly reporting, and a variety of other IT related tasks. She joined Public Trust as an IT Intern in 2018 before joining the firm full time …
Joey is a Senior Business Analyst at Public Trust where he supports several departments in evaluating and improving processes through strategic use of technology. Prior to this position, he served as a Senior Systems Administrator for several years, responsible for systems and end-user support, as well as the implementation of firmwide IT solutions. Prior to …
Ute is a Business Services Manager for Public Trust where she is responsible for a team of business analysts that support the various departments within the company in evaluating and improving business processes to mitigate risk and create operational efficiencies. She also contributes to the overall IT strategy and budget planning. Prior to this role, …
Ryan is the Manager of IT Infrastructure for Public Trust where he is responsible for managing the team that designs, deploys, and supports solutions in the areas of IT infrastructure, security, cloud, and compliance. He previously served as a Senior Systems Administrator for Public Trust. Prior to joining Public Trust, he held the position of …
