Matt is a Senior Director of Investment Services for Public Trust based in Florida and is responsible for business development, investor relations, and client services. He works closely with clients’ staff to provide vital analytical resources including cash flow analysis, portfolio strategy recommendations, and investment report modeling. Matt also serves as a liaison between the client and the Portfolio Management team. 

Prior to joining Public Trust, Matt was a Regional Director of Institutional Sales at Cutwater Asset Management and held similar titles at Friedman, Billings and Ramsey, Inc and Timber Hill Inc. He received a Bachelor of Art in Englis

Rene is a Director of Investment Services for Public Trust based in Florida where she is responsible for marketing and growing the Florida market through the FLCLASS program as well as separately managed accounts. She is a frequent speaker on banking strategies and investment of revenues at local chapter events. Prior to joining Public Trust, Rene served as a Senior Vice President for PMA Financial Network, LLC, as a Vice President of Government Bandann for TD Bank, and as a Treasury Management Officer and Director of Public and Institutional Banking for RBC Bank. In these roles and throughout her entire career, she has been focused on the Florida public sector marketplace.  

Rene is a Board Member for Women in Public Finance as well as a member of the Association of Financial Professionals and the Florida Government Finance Officers Association. She currently holds the FINRA Series 6 and 7 licenses and has received various certifications from the American Institute of Banking.  

Rod is a Director of Investment Services for Public Trust based in Florida where he is responsible for business development and client relationships across the state. In this role, Rod provides clients with technical and analytical resources for treasury management and investment strategies. Before joining Public Trust, Rod most recently served as Director of Business & Program Development for the Milken Institute, a California based think-tank; he focused on developing and implementing their expansion into Latin America and served as point person to the region’s Family Office Principals, Pension Fund CIOs, and Fortune 100 corporate leaders.  

Rod received a Bachelor of Arts in Marketing from the University of South Florida and a Master of Business Administration from the University of Florida. Rod has been a featured speaker at regional, national, and global conferences for many organizations including the Government Finance Officers Association, the California Municipal Treasurers’ Association, and more. He is a proud member of the Local Government Hispanic Network, a regional Board Member of the National Academy Foundation, and serves as a LATAM Advisor to the Milken Institute. He is fluent in Spanish and Portuguese.  

Kathy is a Director of Investment Services for Public Trust and is responsible for strengthening and preserving current relationships with local governments and investment professionals. Kathy has previous experience in New York where she serves as a Director for the NYCLASS program and is now lending her expertise to serve Florida local governments.

Prior to joining Public Trust, Kathy worked in the public sector for nearly 30 years as a Finance Director for city and town governments. In addition, Kathy served on the NYCLASS Governing Board for ten years, including nine as Chairperson. Kathy holds a variety of professional memberships. She received a Bachelor of Science in Finance from the State University of New York Empire State College as well as a Master in Public Administration and Certificate of Advanced Study in School Business Administration from SUNY College at Brockport. She is a certified School District Business Leader.