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.
Patrick is a Senior Credit Analyst for Public Trust where he is responsible for covering and providing counterparty research and analysis for companies in which portfolio management may invest. His sectors include corporates (industrials, technology, and insurance), government-sponsored enterprises, and municipals. Prior to joining Public Trust, Patrick most recently held the position of Financial Planning …
Carter is a Credit Trader for Public Trust in the Portfolio Management Department where he supports the firm’s portfolio managers in the development and execution of the investment strategies on behalf of Public Trust clients. His focus is on identifying investment opportunities in fixed-income markets and coordinating with the Credit Research Department to identify relative …
Manuel is a Vice President and Portfolio Manager for Public Trust where he is responsible for the development and execution of portfolio strategy. He works closely with portfolio management to review market conditions and manage client portfolios in accordance with pre-established policy, statutes, and strategic guidelines. Prior to joining Public Trust in conjunction with the …
Mark is a Director and Senior Portfolio Manager for Public Trust where he is responsible for providing daily portfolio management oversight and investment advisory services for strategic clients in California and nationwide. He joined Public Trust in 2016 in conjunction with the acquisition of the BLX Group Investment Management, where he served as the Chief …
Joel is a Senior Director of Investment Services at Public Trust where he focuses on offering investment advisory solutions to clients in the northeast region of the United States as well as business development for local government investment pools nationally. He is devoted to maintaining key relationships with various institutional funds and separately managed accounts. …
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 …
Matt is the Managing Director of Client Relations for Public Trust. He serves as the key contact and fund administrator for all local government investment pool (LGIP) clients as well as members of the boards of trustees nationwide. Over the past decade, Matt has been instrumental in the firm’s development and implementation of all investment …
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 …
