At Public Trust, we work in offices across the nation from our headquarters in Colorado to California, Florida, Texas, Michigan, and more. Our employees have diverse backgrounds, unique skillsets, and combined experience that contribute to the quality client experience associated with Public Trust.
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 …
Adam is a Director of Investment Services for Public Trust where he is based in the Midwest region and travels the state of Indiana to meet with local government officials to offer an investment option for public funds. Additionally, Adam facilitates and maintains all bank relationships for Public Trust to develop and cultivate new and …
Kristin is a Senior Director of Investment Services for Public Trust based in Michigan where she is responsible for business development, the management of current and future client relationships, and client education. Prior to joining Public Trust, she held the position of Business Development Manager at Lansing Community College where she was responsible for the …
Matt is a Senior Director of Investment Services for Public Trust based in Florida and is responsible for business development, investor relations, and client services. He works closely with clients’ staff to provide vital analytical resources including cash flow analysis, portfolio strategy recommendations, and investment report modeling. Matt also serves as a liaison between the …
Tony is a Director of Investment Services for Public Trust based in Texas and is responsible for current and future client relationships, client education, and speaking at a variety of conferences. Prior to joining Public Trust, he served as a Managing Director of Fixed Income Securities at Coastal Securities for nearly twenty-five years where he …
Karen is a Senior Director of Investment Services for Public Trust based in Texas where she is responsible for strengthening and preserving current relationships with Texas clients; new business development and cultivating new relationships; and participating, attending, and presenting at conferences across the state for many government organizations. Prior to joining Public Trust, she was …
Danny is a Director of Investment Services for Public Trust based in Texas where his responsibilities include new business development, sales, and customer service for the Texas CLASS program. He has experience working with clients across the entire state of Texas, developing business with local government finance officials by calling on cities, counties, and school …
Kathy is a Director of Investment Services for Public Trust based in New York and is responsible for strengthening and preserving current relationships with municipal corporations in New York, upkeep of participant data, and expanding relations across the state. Prior to joining Public Trust, Kathy worked in the public sector for nearly 30 years as …
Lyn is a Director of Investment Services based in New York where she focuses on providing support to current clients, meeting with prospective clients, serving as a liaison to the local government investment pool board, and contributing to the overall strategies and planning for marketing. Prior to joining Public Trust, Lyn spent her entire career …
Ash is a Director of Investment Services for Public Trust where he focuses on offering investment advisory solutions to clients in Arizona, Texas, and New Mexico; additionally, he is responsible for managing current client relationships and expanding the awareness of Public Trust products and services to current and potential clients. Prior to joining Public Trust, …
