COLOTRUST Relationship Team

Meet your COLOTRUST Relationship Team. Superior service is one of the trademarks of COLOTRUST. We are Colorado based, client focused, and committed to assisting Colorado local governments with their cash investment needs. 

The COLOTRUST Relationship Team can assist you with the following:

  1. Joining COLOTRUST
  2. Questions Regarding your Existing COLOTRUST Account
  3. Speaking Engagements
  4. COLOTRUST Informative Presentations
  5. Advisory Services

 

 

Ben's Contact Info

Brent's Contact Info

Dylana's Contact Info

Joe's Contact Info

Get to Know Your Relationship Team

Ben is a Vice President of Investment Advisory Services for the local government investment pool and separately managed accounts in COLOTRUST and 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. Ben received a Bachelor of Science from the University of Rhode Island with a double major in Business Management and Finance.

Ben serves on the Colorado Government Finance Officers Association education committee and frequently speaks to groups such as the Colorado County Treasurers Association. He is an Investment Adviser Representative and currently holds the FINRA Series 65 license. Ben is a Colorado native who spends most of his free time exploring the various rivers and mountain ranges around the state.

Brent is a Vice President of Investment Advisory Services for COLOTRUST and is responsible for customer relations, sales, and business development. He focuses on new business development and the expansion of client relationships across the state. A veteran of the United States Air Force, he received both a Bachelor of Arts and a Master of Business Administration from the University of Texas at Austin.

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. He holds FINRA Series 65 license and is an Investment Advisor Representative.

Dylana is a Vice President of Investment Advisory Services for the COLOTRUST program where she is responsible for maintaining current relationships with participants as well as developing new relationships. She serves as a resource for all Participants in Colorado as it pertains to education on local government investment pools, local and regional economies, and the national economic state. She received a Bachelor of Business Administration in Entrepreneurship and Finance from Colorado Mesa University.

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. She currently holds FINRA Series 65 license and is an Investment Advisor Representative.

Joe joined COLOTRUST as Vice President of Investment Advisory Services in 2014 and has more than ten years of experience in investment management and public funds finance. His responsibilities include business development, investor relations, and client services. Prior to his position with COLOTRUST, Joe served as a public funds representative at RBC Global Asset Management U.S., Inc.  He holds a Bachelor of Science in Biology from Dayton University and a Master of Business Administration from Xavier University.

Joe served in the U.S. Army with the 1/75 Ranger Regiment where he was deployed several times in support of Operation Iraqi Freedom. 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. Joe is an investment adviser representative (IAR) and currently holds the Financial Industry Regulatory Authority (FINRA) Series 65 license.