Danielle is a Sales and Relationship Management Associate for Public Trust where she provides support of the firm’s strategic sales initiatives through engagement with clients, continual interaction with the Relationship team, and by interfacing with the Client Services team. Additionally, Danielle is responsible for the planning, goal setting, and gathering of information to assist in …
David is a Fund Accountant in Client Services at Public Trust where he is responsible for generating ratings’ fillings, approving client billings, reviewing cash availability statements, performing asset and cash reconciliations, and providing fund information for the websites. Prior to joining Public Trust, David most recently served as a Financial Services Representative Intern for Northwestern …
Alicja is a Fund Accountant in Client Services for Public Trust where she is responsible for generating weekly ratings’ filings, reviewing and approving monthly client billings, helping to onboard new clients, overseeing daily accounting processes for the local government investment pools (LGIP), and assisting with the preparation of monthly and quarterly reporting for the annual …
Tegan is the Lead Fund Accountant for Public Trust where she is responsible for the training and assistance of new employees on the Fund Accounting side of the Client Service department, daily operations of local government investment pool funds, and the monthly maintenance of separately managed accounts clients. Prior to joining Public Trust, Tegan worked …
Audrey is a Marketing Data & Documentation Specialist for Public Trust where she is responsible for the accuracy and reliability of marketing data. In this role, she helps to maintain contact databases, marketing and sales report information, and campaign data. Her role involves generating detailed marketing activity reports, analyzing data to identify market trends, and …
Johnny is a Credit Research Analyst for Public Trust where he is responsible for covering the corporate sectors. He analyzes trends and data to prioritize risk associated with a range of fixed-income securities. Prior to joining Public Trust, Johnny most recently worked for Partners Group where he was the project manager of several private equity …
Taylor is a Senior Credit Analyst for Public Trust where he is responsible for providing credit research and counterparty evaluation within the global banking sector. Prior to joining Public Trust, Taylor most recently held the position of Associate Director at S&P Global where he evaluated and assigned credit ratings to a variety of fixed-income securities …
Patrick is a Senior Credit Analyst for Public Trust where he is responsible for covering and providing counterparty research and analysis for companies in which portfolio management may invest. His sectors include corporates (industrials, technology, and insurance), government-sponsored enterprises, and municipals. Prior to joining Public Trust, Patrick most recently held the position of Financial Planning …
Carter is a Credit Trader for Public Trust in the Portfolio Management Department where he supports the firm’s portfolio managers in the development and execution of the investment strategies on behalf of Public Trust clients. His focus is on identifying investment opportunities in fixed-income markets and coordinating with the Credit Research Department to identify relative …
Sean is a Portfolio Manager for Public Trust where he is responsible for identifying various investment opportunities in the fixed-income markets, analyzing market and economic conditions, and assisting in the development and execution of portfolio strategy. Within the company, he previously served as a Senior Credit Analyst on the Public Trust Credit Team where his …
