News

Feb 8, 2017

Public Trust Advisors Welcomes New Director of Investment Advisory Services


Public Trust Advisors Welcomes New Director of Investment Advisory Services

PRESS RELEASE
Public Trust Advisors, LLC

Public Trust Advisors Welcomes Joel Friedman to its Investment Advisory Team

Denver, February 8, 2017
 - Public Trust Advisors, LLC (Public Trust) is pleased to announce that Joel Friedman has joined Public Trust as a senior member of our Investment Advisory Team.  With more than 25 years of investment management experience, Joel brings a strong leadership and analytical background coupled with longstanding relationship management skills proven throughout the institutional marketplace.  “These skills are a perfect fit to assist Public Trust in ensuring exceptional client service as we continue to expand across the country.  Joel’s skills are a compliment to strong client relationships that specifically tailor investment solutions to our existing market” said Chief Executive Officer, Thomas Jordan.  

Before joining Public Trust, Joel was most recently a Senior Director at Standard & Poor’s in New York where he led their global fund ratings activities representing more than $2 trillion of rated mutual funds, ETF’s, and separate accounts.  During his career, Joel has been devoted to maintaining key relationships with various institutional funds and separate account clients as well as providing analysis of fund management capabilities, strategies, and risk management practices.

During his time at Standard & Poor’s, Joel assigned ratings to and was a committee chair for hundreds of fund ratings and evaluations. Joel earned an M.B.A. from Pace University and a Bachelor of Business Administration from University of Massachusetts at Amherst. 

ABOUT PUBLIC TRUST ADVISORS: Public Trust Advisors™ investment services for the public sector include the management of local governments investment pools (LGIP) and separately managed, individual investment accounts (SMA). Public Trust Advisors LGIP investment management services include administration (fund accounting, participant accounting, transfer agency, client services, sales, and marketing) and/or investment advisory (portfolio management, credit research, risk management, portfolio valuation). Public Trust Advisors brand LGIP investment management services are used by eight local government investment pools and nearly 3,000 participating entities nationally. Public Trust Advisors LGIPs include the Colorado Local Government Liquid Asset Trust (COLOTRUST PRIME and COLOTRUST PLUS+), Florida Cooperative Liquid Assets Securities System (FLCLASS), New York Cooperative Liquid Assets Securities System (NYCLASS), Texas Cooperative Liquid Assets Securities System Trust (Texas CLASS and Texas CLASS Government), Michigan Cooperative Liquid Assets Security System (Michigan CLASS), TrustINdiana, Louisiana Asset Management Pool (LAMP), and VACo/VML Virginia Investment Pool (VIP). For more information, visit us at www.publictrustadvisors.com.

 

This press release is for informational purposes only and should not be considered a solicitation of investment advisory services.