COLOTRUST in the Local Community

COLOTRUST was specifically created to service public-sector local governments throughout the state of Colorado, giving them an opportunity to invest funds on a cooperative basis in short-term investments that are carefully chosen to yield favorable returns while striving to provide maximum safety and liquidity. Here at COLOTRUST, we are keenly aware of the unique needs of the many different entity types in the state of Colorado. As such, COLOTRUST supports and sponsors several statewide organizations whose objectives strive to assist municipal finance officers in their day-to-day roles.

As of August 2019, COLOTRUST serves over 1500 local governments of varying entity types; we understand that, as a finance professional, you are responsible for not only the financial operations of your entity but the development of your department and continual understanding of industry best practices. Below is a list of organizations that we feel provide tremendous value to local governments across the state. If you’re not already involved, click the links below to find out how to get started!

 

Colorado Government Finance
Officers’ Association

www.cgfoa.org


Colorado Association of School
Business Officials
www.coloradoasbo.org


Colorado Association of
School Executives
www.co-case.org


Special Districts Association
of Colorado

www.sdaco.org


Colorado Association of
Ski Towns
www.coskitowns.com


 

The COLOTRUST Relationship Team has extensive experience working with local governments’ investment needs, cashflows, and tax cycles. Our representatives are readily available to support the needs of your public entity.

Ben Mendenhall | 14 Years in Public Finance

Ben has been active in Colorado public finance for over a decade. Prior to joining COLOTRUST, he served as a Senior Analyst at PFM Asset Management, LLC and a Portfolio Manager at Peaks Public Investment Advisors. He serves on the Colorado Government Finance Officers Association education committee.

Dylana Gross | 3 Years in Public Finance  

Dylana previously serviced COLOTRUST as an Investment Operations and Fund Accounting Associate in the Client Services department where her job duties included running trade operations and fund accounting, reporting cap stock activity, trading securities, documenting income, and distributing interest. Dylana has worked with many existing COLOTRUST Participants.

Brent Turner | 10 Years in Public Finance

Prior to joining COLOTRUST, Brent served as a Financial Services Manager for several companies within the financial services industry where he developed business relationships and structured financing solutions for customers in the government, healthcare, and manufacturing sectors. Brent also possesses extensive public sector experience, having worked for the Texas Senate, the Office of the Attorney General, and the Comptroller of Public Accounts.

Joe Carroll | 12 Years in Public Finance

Prior to his position with COLOTRUST, Joe served as a public funds representative at RBC Global Asset Management U.S., Inc. His designations include the Certified Treasury Professional from the Association of Financial Professionals and Certified Government Investment Professional from the Government Investment Officer’s Association.

If you would like to speak with a COLOTRUST representative regarding your investment needs, we would be more than happy to set up a meeting with you soon. You can take the first step by contacting us today!


Data unaudited. 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. The information presented should not be used in making any investment decisions. This material is not a recommendation to buy, sell, implement, or change any securities or investment strategy, function, or process. Any financial and/or investment decision should be made only after considerable research, consideration, and involvement with an experienced professional engaged for the specific purpose.