The PMA Companies and Public Trust Advisors, LLC have combined to create an integrated financial services firm serving over 12,000 local governments and other public entities across 26 states.
The combined company, PTMA Financial Solutions (“PTMA”), which is led by Todd Alton, will honor the rich history of the merging companies, reflecting the values and traditions that have shaped their journey together.
by Laura Fox Sheila Coss Joins the SD FIT and PMA Team
PMA, a premier full-service provider of financial and advisory services to local governments, is pleased to announce that Sheila Coss has joined the South Dakota Public Funds Investment Trust (SD FIT) team as Relationship Manager.
by Laura Fox Luis Estrada Joins the OLAP and PMA Team
PMA, a premier full-service provider of financial and advisory services to local governments, is pleased to announce that Luis Estrada has joined the Oklahoma Liquid Asset Pool (OLAP) team as Coordinator, Sales and Relationship Management.
by Laura Fox The PMA Companies and Public Trust Advisors, LLC Combine to Create a New Financial Services Firm, Backed by Flexpoint Ford and TA Associates
The PMA Companies (“PMA”) and Public Trust Advisors, LLC (“Public Trust”) are combining to offer financial solutions that strengthen communities nationwide.
by Matt Orseske MNTrust/PMA Achieves Significant Milestone – Reaching $4B in Fund Assets
MNTrust (the “Fund”), along with PMA, a premier full-service provider of financial and advisory services to local governments, achieved a significant milestone by reaching $4 billion in assets in MNTrust and its Fixed Income Investment Program as of June 5, 2024.
by Laura Fox PMA Financial Network, LLC Welcomes Nate Waldron as Associate Vice President, Relationship Manager
PMA, a premier full-service provider of financial and advisory services to local governments, is pleased to announce that Nathanial Waldron has joined the Pennsylvania School District Liquid Asset Fund (PSDLAF) team as Associate Vice President, Relationship Manager.
by Laura Fox PMA Financial Network, LLC Welcomes Brady Brucato, as Coordinator, Sales and Relationship Management
PMA, a premier full-service provider of financial and advisory services to local governments, is pleased to announce that Brady Brucato, has joined the New York Liquid Asset Fund (NYLAF) team as Coordinator, Sales and Relationship Management.
by Laura Fox PMA Financial Network, LLC Welcomes Travis Zander, CPA, as Coordinator, Sales and Relationship Management
PMA, a premier full-service provider of financial and advisory services to local governments, is pleased to announce that Travis Zander, CPA has joined the team as Coordinator, Sales and Relationship Management.
by Laura Fox PMA Asset Management Welcomes Brandon Swensen, CFA, as Senior Portfolio Manager
PMA Asset Management, a growing SEC registered investment advisor offering investment advisory services to government entities, insurance companies and other institutional investors, is pleased to announce the addition of Brandon Swensen, CFA, as Senior Vice President – Senior Portfolio Manager.
by Laura Fox PMA/MOCAAT Achieves Significant Milestone – Reaching $3B in Fund Assets
PMA, a premier full-service provider of financial and advisory services to local governments, along with the Missouri Capital Asset Advantage Treasury (MOCAAT), achieved a significant milestone by reaching $3 billion in assets in MOCAAT and its Fixed Rate Investment Program as of February 7, 2024.
by Laura Fox 