Public Trust Announces New Director of Investment Advisory Services

May 07, 2020

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From the Desk of Public Trust Advisors, LLC

Public Trust Advisors Announces New Director of Investment Advisory Services based in Denver, Colorado

Denver, May 7, 2020 – Public Trust Advisors, LLC (Public Trust) is pleased to announce that Brian Kelso has recently joined Public Trust as a Director of Investment Advisory Services based in Denver where he will be responsible for assisting state and local governments throughout the central and western parts of the United States with their investment management needs. Brian brings with him seventeen years of industry experience, leadership skills, and a robust background within the public finance investment banking sector, all of which make him an excellent addition to the Public Trust National Sales Team.
Before joining Public Trust, Brian most recently held the position of Managing Director for Robert W. Baird & Co, Inc. where he was responsible for business development in multiple states where the firm had no previous experience and structuring and executing municipal bond transactions to fund capital and infrastructure needs for the benefit of local communities. His prior experience also includes working for A.G. Edwards & Sons, Inc., also in public finance investment banking. Brian has worked with a variety of state and local governments and non-profits throughout his career including cities, school districts, transportation departments, utilities, institutions of higher education and charter schools, among others.  
 
“Brian brings an extensive amount of experience and working knowledge of municipal finance. I am confident he will make an immediate contribution to Public Trust,” said Chris DeBow, Managing Partner.
 
Brian received a Bachelor of Arts in Business with a focus on Finance and Information Systems from Colorado State University. He holds both the FINRA Series 7 and Series 66 licenses and is an Investment Advisor Representative. We are excited to have Brian join the team and look forward to his contributions that will enhance the quality client experience associated with the Public Trust separately managed accounts nationwide.
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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