Investment Advisory Services
John has more than 15 years of government, investment management and public finance experience serving as investment advisor for more than $5 billion in public funds fixed income assets. His specific areas of expertise include investment program implementation with a full scope treasury management approach, public finance debt transactions and bond proceeds investment strategies, development of customized cash flow models, and creating tailored investment reports to meet industry and client-specific requirements. John’s primary focus at Public Trust is managing investment advisory client relationships, investment analytics and treasury management consulting services. Prior to joining Public Trust, John held the position of Vice President for investment advisory and client relationships for government and institutional clients where he provided asset management and financial advisory services with Cutwater Asset Management. He also served as a senior managing consultant for PFM Asset Management LLC. In that capacity, John acted as the primary relationship manager for investment advisory clients, developing and enhancing client-specific investment strategies and cash flow models. He also served as the Fiscal Administrator for Orange County, Florida. John received his Bachelor of Science in Business Administration (BSBA) majors in Finance and Insurance from the University of Florida and earned a Master of Business Administration (MBA) degree from the Graduate School at the University of Florida. He is Series 7 registered through the Financial Industry Regulatory Authority (FINRA) and holds the designation of Certified Treasury Professional (CTP) through the Association for Financial Professionals.