Public Trust Advisors Announces New Chief Investment Officer, Othneil Waud
Denver, February 21, 2018 - Public Trust Advisors, LLC (Public Trust) announces the appointment of Othneil (Neil) Waud, CFA to the position of Chief Investment Officer. Since 2011, Neil has served on the Public Trust Portfolio Management team, professionally positioning the firm across various asset classes throughout the country. With nearly two decades of asset management experience, Neil brings a rich background in market analysis, risk management, and portfolio construction to the organization. He will continue to serve as Managing Director and will now lead the trading desk as well as firmwide investment strategy.
“Neil’s extensive experience will allow us to continue delivering strategic advice and investment solutions to our clients,” said Tom Jordan, CEO of Public Trust. “Our strong investment team continues to be well positioned to guide our clients and serve our program participants with all of their investment related needs,” said Jordan.
As Chief Investment Officer, Neil replaces Randy Palomba, CFA who will assume additional responsibilities throughout the growing firm. Randy has served in the role of Chief Investment Officer since the inception of Public Trust and will continue to hold integral responsibilities within the organization and management team.
Neil graduated from the University of Colorado with a Bachelor of Arts in Economics. He is an investment adviser representative (IAR) and holds the designation of Chartered Financial Analyst (CFA) through the CFA Institute.
About Us: Public Trust Advisors® investment services for the public sector include the management of local government 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, and sales & marketing) and/or investment advisory (portfolio management, credit research, risk management, and portfolio valuation). Public Trust Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940, as amended. Registration with the SEC does not imply a certain level of skill or training.
This press release is for informational purposes only and should not be considered a solicitation of investment advisory services.