Investment Advisory Services
Matt joined Public Trust as Vice President, Sales and Marketing in March of 2012. He has more than 14 years of investment management and public funds finance experience. Matt’s responsibilities include business development, investor relations and client services. He works closely with our clients’ staff to provide vital analytical resources, including cash flow analysis, portfolio strategy recommendations and investment report modeling. He also serves as liaison between the client and the portfolio management team. Prior to his position at Public Trust, Matt held the position of Regional Director of Institutional Sales at Cutwater Asset Management. He has held similar titles at Friedman, Billings and Ramsey Inc., and Timber Hill Inc. in New York and Chicago. Matt earned a Bachelor of Arts (BA) from Pepperdine University. He previously held FINRA licenses Series 7 and 63.