Public Trust Advisors, LLC
John Lynn is a seasoned finance professional with a Bachelor Degree in Business Administration - Finance from the University of North Carolina Wilmington. Currently serving as a Portfolio Analyst at Public Trust Advisors, LLC since May 2023, John previously held roles at DaVita Kidney Care as an Analyst in Operations Innovation and at Credit Suisse as an Operations Analyst, where responsibilities included creating and maintaining instrument data and enhancing processes through stakeholder collaboration. John’s earlier experience includes supporting client transitions at Envestnet | Tamarac and Schwab Performance Technologies, alongside analytical roles in equities and internship experience at Live Oak Bank focusing on loan production processes.
Public Trust Advisors, LLC
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Public Trust Advisors, LLC is an investment advisory firm based in Denver, Colorado that provides investment management and advisory services for the public sector including the management of local government investment pools and separately managed accounts. Public Trust offers public-sector clients high quality, cost-efficient investment management services that rely on market experience and proven processes. With coverage spanning the nation, Public Trust works closely with thousands of local governments to help develop and implement comprehensive and highly communicative investment strategies that best meet our clients’ needs.