Rodrigo Bettini

Senior Director, Investment Advisory Services at Public Trust Advisors, LLC

Rodrigo Bettini, MBA, has extensive experience in the financial industry, with a focus on investment management and advisory services. Rodrigo currently serves as the Director of Investment Advisory Services at Public Trust Advisors, LLC, where they work closely with public-sector clients to develop and implement investment strategies tailored to their needs.

Prior to their current role, Bettini worked as an Advisor for Latin America at the Milken Institute. Rodrigo also held the position of Director of Municipal Asset Management at First Allied Securities, Inc., where they managed portfolio strategies and raised funds for various municipal entities.

Bettini's previous experience includes serving as the VP of Sales for the Arbitrage Management Group at Sterne Agee, where they specialized in fixed-income portfolio management and bond proceeds optimization for tax-exempt bond-issuing entities. Rodrigo also worked as the Head of Investor Relations at LIVRA Group.

Throughout their career, Bettini has demonstrated a strong understanding of the financial market and a proven track record in raising and managing substantial funds for investment.

Rodrigo Bettini, MBA, has a solid educational background in business and finance. Rodrigo obtained their Master of Business Administration (MBA) with a specialization in Finance and Financial Management Services from the University of Florida - Warrington College of Business, where they attended from 2009 to 2011. Prior to that, they received their Bachelor's degree in Business Administration and Marketing from the University of South Florida, completing their studies from 1994 to 1998.

In addition to their degrees, Rodrigo has pursued additional certifications in the financial industry. Rodrigo holds a Series 50 certification from FINRA, as well as a Series 66 and Series 7 certification from the Financial Industry Regulatory Authority (FINRA). The specific details regarding the dates when these certifications were obtained are not provided in the given information.

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Timeline

  • Senior Director, Investment Advisory Services

    March 1, 2024 - present

  • Director, Investment Advisory Services

    August, 2020