Crystal L.
Director, Investment Services | PTMA Financial Solutions | California CLASS
- Role
- Director - Investment Services at PTMA Financial Solutions
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Crystal L.
California CLASS is a joint powers authority (JPA) local government investment pool that provides public agencies with the opportunity to invest funds on a cooperative basis in rated pools managed in accordance with state law, with the primary objectives of offering Participants maximum safety, daily and next-day liquidity, and optimized returns.
Experience
Director - Investment Services
May 2023 — Present · CA, US
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 client’s needs.
Education
Stevens - The Institute of Business & Arts
Tourism, Hospitality Management
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