Public Trust Advisors, LLC
Patrick Edler, CFA, currently serves as a Senior Credit Research Analyst at Public Trust Advisors, LLC, where responsibilities include conducting in-depth fundamental research on large global banks and life insurance companies, with a keen focus on credit rating migration. Prior to this role, Patrick held positions as a Credit Research Analyst, where development of an expedited review process for municipal issuers was a key achievement. Experience extends to AMG National Trust Bank as an Analyst, providing comprehensive financial services, and includes roles at Colorado State University Summit Fund as Chief Economist, Merrill Lynch Wealth Management as a Seasonal Client Associate, and Allianz Group as a Summer Analyst. Patrick Edler earned a Bachelor's Degree in Finance, specializing in Investment Analysis, from Colorado State University.
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.