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.
Steve is a Director of Investment Services for Public Trust where he focuses on the business development of separately managed accounts for public sector clients nationwide. Prior to joining Public Trust, Steve most recently held the position of Senior Vice President for Fidelity Institutional Asset Management where he was responsible for relationship management, sales and …
Mary is a Senior Associate in Marketing for Public Trust where she is responsible for Request for Proposal (RFP) administration, creating monthly and quarterly client reports, managing conference registration and preparations, and planning an annual investment seminar held in Orlando every fall. Prior to joining Public Trust, she held the position of Executive Director for …
Molly is the Vice President of Client Relations for Public Trust. In this position, Molly oversees interactions with Public Trust-managed local government investment pool elected board members and arranges all logistics related to board meetings. Prior to joining Public Trust, Molly most recently held the position of Private Sector Coordinator for the International Crisis Group …
Pam is the Director of Marketing and Sales Support for Public Trust where she is responsible for the Request for Proposal (RFP) process, responding to and completing all requests for services, and providing support for other marketing collateral and processes. Prior to joining Public Trust, Pam most recently held the position of Vice President and …
Sindhuja is a Business Systems Analyst in the Information Technology Department for Public Trust where she is responsible for creating the applications for the service portal, service catalog creations, monthly reporting, and a variety of other IT related tasks. She joined Public Trust as an IT Intern in 2018 before joining the firm full time …
Joey is a Senior Business Analyst at Public Trust where he supports several departments in evaluating and improving processes through strategic use of technology. Prior to this position, he served as a Senior Systems Administrator for several years, responsible for systems and end-user support, as well as the implementation of firmwide IT solutions. Prior to …
Ute is a Business Services Manager for Public Trust where she is responsible for a team of business analysts that support the various departments within the company in evaluating and improving business processes to mitigate risk and create operational efficiencies. She also contributes to the overall IT strategy and budget planning. Prior to this role, …
Ryan is the Manager of IT Infrastructure for Public Trust where he is responsible for managing the team that designs, deploys, and supports solutions in the areas of IT infrastructure, security, cloud, and compliance. He previously served as a Senior Systems Administrator for Public Trust. Prior to joining Public Trust, he held the position of …
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 …
