Neil Waud
Direttore degli Investimenti presso Public Trust Advisors LLC
Profilo
Mr. Othneil S.
Waud is a Chief Investment Officer at Public Trust Advisors LLC.
He was promoted to CIO at the beginning of 2018.
He is responsible for the development and implementation of firmwide investment strategy as well as the oversight of the portfolio management team.
Previously, he has served as both a Director and a Senior Portfolio Manager for Public Trust where his focus was on the management of local government investment pools and select separately managed accounts across the country.
Prior to joining Public Trust, he worked for Cutwater Asset Management as both a Vice President and Portfolio Manager.
His responsibilities were similar though he primarily focused on the management of the separately managed accounts.
He received a Bachelor of Arts in Economics from the University of Colorado, Boulder.
He is a CFA charterholder and an Investment Advisor Representative.
Posizioni attive di Neil Waud
| Società | Posizione | Inizio |
|---|---|---|
Public Trust Advisors LLC
 Public Trust Advisors LLC Investment ManagersFinance Public Trust Advisors LLC (Public Trust) is a SEC-registered investment advisor and holding firm headquartered in Denver, Colorado. The firm was founded by Randy S. Palomba in 2011. Public Trust offers investment advisory services to state and local US government entities, non-profit corporations, charitable organizations, and other institutional clients. | Direttore degli Investimenti | 01/02/2018 |
Precedenti posizioni note di Neil Waud
| Società | Posizione | Fine |
|---|---|---|
Cutwater Investor Services Corp.
 Cutwater Investor Services Corp. Investment ManagersFinance Founded in 1990, Cutwater Investor Services Corp. is a registered investment advisor located in New York City. The firm is a subsidiary of Cutwater Holdings LLC and their ultimate parent is MBIA, Inc. (NYSE: MBI). They manage fixed-income institutional funds, including MBIA's insurance-related investment portfolio, as well as those held by state and local government entities, school districts, municipalities, insurance companies, unions and corporations. | Portfolio Manager-Fixed Income | 01/11/2011 |
Formazione di Neil Waud
| University of Colorado Denver | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Cutwater Investor Services Corp.
Cutwater Investor Services Corp. Investment ManagersFinance Founded in 1990, Cutwater Investor Services Corp. is a registered investment advisor located in New York City. The firm is a subsidiary of Cutwater Holdings LLC and their ultimate parent is MBIA, Inc. (NYSE: MBI). They manage fixed-income institutional funds, including MBIA's insurance-related investment portfolio, as well as those held by state and local government entities, school districts, municipalities, insurance companies, unions and corporations. | Finance |
Public Trust Advisors LLC
Public Trust Advisors LLC Investment ManagersFinance Public Trust Advisors LLC (Public Trust) is a SEC-registered investment advisor and holding firm headquartered in Denver, Colorado. The firm was founded by Randy S. Palomba in 2011. Public Trust offers investment advisory services to state and local US government entities, non-profit corporations, charitable organizations, and other institutional clients. | Finance |
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