“Public Trust, Because Trust Matters”
Associate, Client Services and Operations
Josh is an Associate in the Operations and Accounting Department for Public Trust. Prior to joining Public Trust, Josh was a coordinator for Community Rides, which offers transportation to students volunteering in the Greencastle area. He managed and scheduled 10 student drivers. Josh recently graduated from DePauw University with a Bachelor of Arts (BA) in Economics and a minor in Computer Science.
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 brings an exceptional history of public funds and Local Government Investment Pool (LGIP) management to his role as President.
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.
With more than 20 years of investment management and public funds finance experience, Tom is a key member of the Public Trust team.
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 has more than 15 years of investment experience assisting public clients nationwide with their investment management needs.
Sandra is the Chief Financial Officer for Public Trust and is responsible for the administrative, financial and human resource operations of the company.
Neil is the Head of Portfolio Management for Public Trust, having joined the firm shortly after its founding.
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.
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 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 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 is a credit research analyst versed in fundamental credit analysis and also serves on Public Trust’s credit committee.
Sean Fitzgerald is a credit research analyst proficient in fundamental credit analysis and is an active member of Public Trust’s credit committee.
Sheila focuses on offering investment advisory solutions to clients in the southwest of the United States for Public Trust Advisors.
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 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.
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 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 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.
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.
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.
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.
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 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.
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 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 is a Senior Associate in the Marketing Department at Public Trust.
Audrey is an Associate in the Operations and Accounting Department for Public Trust Advisors.
Aaron is an Associate in the Client Service and Fund Accounting Department for Public Trust Advisors.
Josh is an Associate in the Operations and Accounting Department for Public Trust.
Evan is an Associate in the Information Technology Department for Public Trust.
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 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 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.