Head of Credit Research
Sheila serves as the Head of Credit Research and leads Public Trust’s credit committee. She is one of Public Trust’s original members, with significant experience in public funds and investment management. Sheila began her career in the mid-1980s as an analyst covering the banking industry: first for the Federal Reserve Bank of New York; then for Standard & Poor’s on the fixed income side; and finally for Davis Funds as a buy-side bank equity analyst. She then applied her knowledge of finance to capital markets. Sheila worked for a major commercial real estate developer, structuring Public Private Partnership financing for infrastructure projects, which introduced her to the public sector where she gained critical knowledge of public policy, process, governance and tax strategy. In 2009, Sheila was appointed Chief Investment Officer by the New Mexico State Treasurer. In her role as CIO, she was in charge of managing investment portfolios totaling $3.5 billion, which included the State’s general funds and bond proceeds, in addition to the Local Government Investment Pool (LGIP). She graduated with a Bachelor of Arts (BA) from Colby College and holds Master of Business Administration (MBA) degree from New York University’s Stern School of Business.