Cory is a Director in Portfolio Management for Public Trust and is responsible for providing institutional portfolio management and investment advisory services to discretionary clients as well as communicating investment ideas and strategies. Before joining Public Trust, Cory worked for Bank of the West and Trust Point, Inc. as a Senior Portfolio Manager where he …
Acacia is the Chief Marketing Officer for Public Trust where she manages the Marketing Department and oversees the internal and external branding of the firm. She focuses on strategic marketing initiatives; brand compliance; digital marketing; and the implementation of newly designed marketing campaigns. She is responsible for website enhancements and marketing software implementation. Additionally, she …
Randy is a Managing Director and Partner for Public Trust and has been with the firm since inception as a founding member. With over thirty years of industry experience, he provides seasoned leadership to both the credit and portfolio management teams. Randy offers support and training to members of the team and participates in the …
Christa currently serves as the Director of Operations for Public Trust Advisors where she is responsible for overseeing the daily operations of client services and fund accounting, the coordination of the annual audits of the various Public Trust-managed LGIPs nationwide, and the preparation of the annual reports. Since joining Public Trust in 2014, Christa has …
Jen is a Vice President of Client Services and Operations for Public Trust where she is responsible for the management of the client onboarding process, provides hands-on training and support for clients, and develops and maintains relationships with key administrators. She has more than twenty years of industry experience in fixed-income securities for local government …
Sandra is the Chief Financial Officer and Head of Human Resources for Public Trust where she oversees the administrative, financial, and human resource operations for the company. She has extensive experience in strategic planning, budgeting, operational oversight, and senior corporate compliance responsibilities. Prior to joining Public Trust, Sandra served as the Chief Financial Officer for …
Kevin is the Head of Credit Research for Public Trust where he is responsible for team management, issuer research and selection, macroeconomic research and analysis, and issuer and investor communication. Prior to joining Public Trust, Kevin worked in sell-side equities and institutional asset management. He also spent seven years as a Senior Legislative Staff Member …
Todd is Public Trust’s Chief Executive Officer appointed unanimously by the Board of Managers. Prior to becoming CEO, Todd served as the President of Public Trust where he was responsible for establishing short- and long-term objectives for the firm; presiding over the workforce; and ensuring proper resource allocation that empowered all departments to meet their …
