Public Trust Announces New Director of Investment Advisory Services

Aug 24, 2020

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From the Desk of Public Trust Advisors, LLC

Rod Bettini to Serve as New Director of Investment Advisory Services based in Tampa, Florida

Denver, August 24, 2020 – Public Trust Advisors, LLC (Public Trust) is pleased to announce that Rod Bettini has recently joined Public Trust as a Director of Investment Advisory Services based in Tampa, Florida, where he will be responsible for business development and client relationships across the state of Florida. In this role, Rod will provide clients with technical and analytical resources for treasury management and investment strategies. He brings with him more than 15 years of broad reaching financial and investment advisory experience including time spent on Wall Street and in municipal advisory, where he worked with more than 40 public entities to recommend and implement fixed income investment strategies.
Before joining Public Trust, Rod most recently served as Director of Business & Program Development for the Milken Institute, a California based think-tank; he focused on developing and implementing their expansion into Latin America where he served as point person to the region’s Family Office Principals, Pension Fund CIOs, and Fortune 100 corporate leaders. Additionally, Rod lead Investor Relations for the Brazilian branch of QVT, where he marketed the firm’s proprietary asset-backed security structures to investors in the Americas, Europe, and the Middle East.
 
“Rod’s client-focused approach to building investment advisory relationships is a natural fit in our organization,” said John Grady, Managing Partner. “His depth of knowledge paired with his financial and investment experience will increase our fixed income capabilities, extend our analytical resources and expertise, and allow us to continue to provide value-add services to our public sector clients. With such a well-respected reputation, we are fortunate that Rod will be bringing his trusted and valued experience to Public Trust.”
 
Rod received a Bachelor of Arts in Marketing from the University of South Florida and a Master of Business Administration from the University of Florida. He currently holds the FINRA Series 7, Series 66, and Series 50. Rod has been a featured speaker at regional, national, and global conferences for many organizations including the Government Finance Officers Association, the California Municipal Treasurers’ Association, the California Society of Municipal Finance Officers, and more. He is a proud member of the Local Government Hispanic Network, a regional Board Member of the National Academy Foundation, and a LATAM Advisor to the Milken Institute. He is fluent in Spanish and Portuguese. 
 
We are excited to have Rod join us and assist in the continued growth and success of Public Trust.
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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