TRUST IN SERVICE

Professionals

“Public Trust, Because Trust Matters”

Matthew A. Tight

Vice President, 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.


Executive Team

Thomas D. Jordan

Tom currently heads Public Trust Advisors, LLC, a leading investment and treasury management provider headquartered in Denver, Colorado, having regional offices strategically located throughout the country.

Greg S. Wright

Greg brings an exceptional history of public funds and Local Government Investment Pool (LGIP) management to his role as President.

Randy S. Palomba, CFA

Randy has over 25 years of financial management experience, covering a wide range of fixed income products, including corporate bonds, asset-backed securities, treasuries, government agencies and commercial paper.

Thomas N. Tight II

With more than 20 years of investment management and public funds finance experience, Tom is a key member of the Public Trust team.

John F. Grady III, CTP

John has almost 20 years of government, investment management and public finance experience serving as investment advisor for more than $5 billion in public funds fixed income assets.

Chris M. DeBow

Chris has more than 15 years of investment experience assisting public clients nationwide with their investment management needs.

Sandra K. Fitzgerald

Sandra is the Chief Financial Officer for Public Trust and is responsible for the administrative, financial and human resource operations of the company.

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Portfolio Management Team

Randy S. Palomba, CFA

Randy has over 25 years of financial management experience, covering a wide range of fixed income products, including corporate bonds, asset-backed securities, treasuries, government agencies and commercial paper.

Neil S. Waud, CFA

Neil is the Head of Portfolio Management for Public Trust, having joined the firm shortly after its founding.

Mark J. Creger

Mark is a Director and Senior Portfolio Manager for Public Trust and is responsible for providing daily portfolio management oversight and investment advisory services for strategic clients in California and nationwide.

Thomas N. Tight II

With more than 20 years of investment management and public funds finance experience, Tom is a key member of the Public Trust team.

John F. Grady III, CTP

John has almost 20 years of government, investment management and public finance experience serving as investment advisor for more than $5 billion in public funds fixed income assets.

Chris M. DeBow

Chris has more than 15 years of investment experience assisting public clients nationwide with their investment management needs.

Manuel N. San Luis

Manuel is a Vice President and Portfolio Manager for Public Trust and is responsible for supporting the portfolio management and trading operations of client portfolios in California and strategically nationwide.

Stephanie L. Harter

Stephanie is a Senior Credit Analyst and a member of the Public Trust Credit Committee. She is responsible for credit analysis for corporate and financial issuers.

Kevin K. Berents

Kevin is a Senior Credit Analyst responsible for issuer research and selection, macroeconomic research and analysis, and issuer and investor communication. He is a Level III CFA Candidate.

Carter K. Genoar

Carter is a credit research analyst versed in fundamental credit analysis and also serves on Public Trust’s credit committee.

Sean J. Fitzgerald

Sean Fitzgerald is a credit research analyst proficient in fundamental credit analysis and is an active member of Public Trust’s credit committee.

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Relationship Management Team

Sheila A. Duffy

Sheila focuses on offering investment advisory solutions to clients in the southwest of the United States for Public Trust Advisors.

Joel Friedman

As a senior member of our investment advisory team, Joel focuses on offering investment advisory solutions to clients in the northeast of the United States for Public Trust Advisors.

Matthew D. Starr

Matthew joined Public Trust shortly after the firm’s formation to better serve his local government clients.  For over a decade, he has developed investment programs utilizing his extensive hands-on experience in both sales and marketing.

Matthew A. Tight

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.

Danny A. King

Danny has been associated with the Texas CLASS Local Government Investment Pool for more than 15 years where his responsibilities include new business development, sales, and customer service.

Karen A. Proctor

Karen has an extensive background working with public sector clients for the past 15 years. She has worked closely with state and local government entities throughout the southwestern United States.

Benjamin P. Mendenhall

Ben is a Vice President of Sales and Marketing for the COLOTRUST Local Government Investment Pool (LGIP) and has been active in Colorado public finance for nearly a decade.

Joseph J. Carroll

Joe joined Public Trust Advisors as Vice President of Sales and Marketing in June of 2014 with more than seven years of investment management and public funds finance experience.

Richard J. Garay

Rich is currently the director of marketing for the Michigan CLASS Local Government Investment Pool (LGIP). He is the former city treasurer for the City of Ann Arbor, Michigan.


Operations and Accounting

Barry S. Howsden

Barry is Public Trust’s Chief Compliance Officer and the Director of Client Services and Operations. His role at Public Trust encompasses oversight of accounting and client services related to Pooled products and all separately managed accounts.

Jen C. Gosselin

Jen serves as Public Trust’s Vice President of Client Services and Operations. Her role at Public Trust encompasses accounting and client services related to Pooled products and all separately managed accounts.

Stephen J. Dixon

With over 25 years of comprehensive business experience, Steve specializes in facilitating effective compliance programs by initiating, developing, maintaining, and strengthening compliance-related business operations and their related activities.

Christa M. Kronquist

Christa serves as Vice President of SMA Operations for Public Trust. Her resume encompasses almost 20 years of experience in accounting for a variety of security types, including fixed income and equity securities, for mutual funds.

Mary K. Rose

Mary is a Senior Associate in the Marketing Department at Public Trust.

Audrey L. Parker

Audrey is an Associate in the Operations and Accounting Department for Public Trust Advisors.

Aaron B. Joseph

Aaron is an Associate in the Client Service and Fund Accounting Department for Public Trust Advisors.

Josh Palacios

Josh is an Associate in the Operations and Accounting Department for Public Trust.

Evan M. Hurley

Evan is an Associate in the Information Technology Department for Public Trust.

Ute I. Gumm

Ute is the Office Manager at Public Trust Advisors where she maintains office efficiency by planning, implementing and maintaining various office systems as well as numerous staff and client activities throughout the country.

Acacia C. Scavone

Acacia is an Associate at Public Trust Advisors where she is responsible for the marketing, communication, and business development for the firm as well as its clients.

Chris R. Salinas

Chris is an associate in the Information Technology Department for Public Trust.

 

 

 

This Web site is being provided for informational purposes only and should not be considered a solicitation or recommendation to buy or sell any securities. Complete information about the services provided by Public Trust Advisors is contained in our Form ADV Part 2A which can be obtained upon request.

Public Trust Advisors, LLC is not a chartered bank, trust company or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority.