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

 

Meet the team at any of these events!

Ben's Contact Info

Joe's Contact Info

Get to Know Your Relationship Team

Ben is a Vice President of Investment Advisory Services for the COLOTRUST local government investment pool and separately managed accounts in Colorado 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 holds a Bachelor of Arts 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 (IAR) and currently holds the Financial Industry Regulatory Authority (FINRA) Series 66 license. Ben is a Colorado native who spends most of his free time exploring the various rivers and mountain ranges around the state.

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.