Public Trust Advisors, LLC

Congrats to our team members who are marking milestones this month! Your hard work and dedication make a difference every day. Danny King – 11 years Sandra Fitzgerald – 8 years Kevin Berents – 7 years Stephen Johnson – 6 years Jeff Anderson – 4 years Kevin Minh – 2 years Beth Thibodeaux – 1 year Thank you all for being a vital part of our team!

Thank you to everyone who joined us for the Hybrid In-Person/Virtual Public Trust Advisors/FLCLASS Investment Seminar! We had an incredible lineup of speakers who delivered valuable insights on a wide range of investment and treasury-related topics while helping attendees earn 8 hours of continuing education. Whether you attended in person or virtually, we truly appreciate your participation and look forward to seeing you again!

🍂 As we welcome the fall season, we're celebrating the team members marking work anniversaries this September. A big thank you to each of you for your continued contributions. We’d also like to extend a special recognition to Randy Palomba, one of Public Trust’s founding partners, and Tom Jordan, our Chairman Emeritus. Your leadership and dedication has been instrumental in our journey. We wouldn’t be where we are today without you! Randy Palomba – 13 years Thomas Jordan – 12 years Lyn Derway– 7 years Brian Sugrue– 3 years Johnny Combs – 3 years Brittany Harrelson – 2 years Kris Downs – 2 years Thank you all for your hard work in driving us forward. #TeamUpdates #PublicTrustAdvisors #WorkAnniversaries

The September FOMC meeting resulted in a 0.5% interest rate cut, lowering the federal funds rate to 4.75%-5.0%, marking the first reduction since emergency reductions made during the pandemic. With CPI down to 2.5% and unemployment above 4%, the Fed appears to have shifted its focus toward labor markets as inflation continues to show signs of moderating... Click the link to read more. https://bit.ly/3MZTSG3

Supporting New York cities and villages at the NYCOM conference in Saratoga.

We are excited to begin our Hybrid in-Person/Virtual Public Trust Advisors/FLCLASS Investment Seminar. Our wonderful group of speakers will cover a variety of Investment and Treasury-related topics, providing 8 hours of continuing education. We look forward to seeing you today in person or virtually!

Celebrating Our August Anniversaries! This month, we're recognizing the dedication and contributions of our team members marking milestones with us in August. Thank you for your continued commitment to our team. 7 Years: Adam McCauley 5 Years: Ash Mehta Danielle Campbell 4 Years: Rodrigo Bettini, MBA 3 Years: Daniel Klus 2 Years: J.Dylan Matthes Casey Gunning Luis Gutierrez #AnniversaryCelebration #TeamMilestones #EmployeeAppreciation

Happy July Work Anniversaries! This month, we celebrate a few amazing team members who brighten our days with their passion and diligence: Carter Genoar – 9 Years Kristin A. – 7 Years Sindhuja Ramineni – 5 Years Thank you for being such valuable members of our team!

Public Trust Advisors is honored to serve those who serve our country and grateful for the opportunity to sponsor the Operation Homefront 2024 Back-to-School Brigade. Public Trust employees recently volunteered to load up backpacks with a variety of K-12 school supplies in an effort to make things easier for military families as they prepare for the new school year. Since 2002, Operation Homefront has been a lifeline, providing crucial support to ensure military families thrive. This volunteer event and sponsorship reflect our company values of gratitude and community support. Together, we can make a meaningful difference for those who defend our freedoms. Thank you to everyone who participated and to Operation Homefront for their dedication! Let’s continue to build a brighter future for everyone. #CommunitySupport #OperationHomefront #VolunteerWork #GivingBack #BackToSchool

In this quarterly update, the Credit Team discusses the changing investor preference for money funds, the reliance on debt for repurchases, growing unsecured consumer balances, and the resilient housing market. Read More: https://bit.ly/3RKPq0n