Public Trust Advisors Announces New Vice President of Investment Advisory Services in Arizona
Public Trust Advisors, LLC Announces New Vice President, Ash Mehta
Denver, August 28, 2019 – Public Trust Advisors, LLC (Public Trust) is pleased to announce that Ash Mehta has recently joined Public Trust as a Vice President of Investment Advisory Services based in Arizona where he will focus on separately managed accounts as well as managing client relationships and expanding the awareness of Public Trust products and services. With a career spanning more than 15 years in the finance sector, he has developed a broad range of operational, oversight, and relationship management expertise.
“Ash is a team player, an innovative thinker, and a proven problem solver. He brings a strong background in finance, and I know together we will do great work in Arizona and provide excellent service to our clients,” said Sheila Duffy, Director of Investment Advisory Services.
Before joining Public Trust, Ash most recently worked for a private equity firm as a Capital Markets Executive where he raised awareness of the fund and the opportunities to invest in non-correlated investment asset classes. He also previously worked for JRP Wealth Management as a Senior Analyst in Portfolio Management where he oversaw portfolio allocation and selected investment vehicles for high net worth families.
Ash received a Bachelor of Arts in Interdisciplinary Studies with a focus on Finance, Economics, and Political Science from the University of Arizona and a Master of Business Administration in Finance from the WP Carey School of Business at Arizona State University. He has passed Level I of the CFA program.
We are excited to have Ash join the team and look forward to his contributions to the quality client experience associated with Public Trust.
About Us: Public Trust Advisors® investment services for the public sector include the management of local government investment pools (LGIP) and separately managed, individual investment accounts (SMA). Public Trust Advisors LGIP investment management services include administration (fund accounting, participant accounting, transfer agency, client services, sales, and marketing) and/or investment advisory (portfolio management, credit research, risk management, and portfolio valuation). For more information, visit us at www.publictrustadvisors.com.
This press release is for informational purposes only and should not be considered a solicitation of investment advisory services. All comments and discussion presented are purely based on opinion and assumptions, not fact. These assumptions may or may not be correct based on foreseen and unforeseen events.