Managing Director of Investment Advisory Services, Public Trust Advisors
John Grady, CTP is a managing director with Public Trust Advisors responsible for investment advisory services and analytics and manages the client relationship function. Mr. Grady has more than 19 years of government, investment management and public finance experience providing public funds investment advisory and financial advisory services nationally.
Prior to joining Public Trust, Mr. Grady worked as an asset manager with Cutwater Asset Management where he held the position of Vice President for investment advisory and client relationships for government and institutional clients. Mr. Grady was also a senior managing consultant for PFM Asset Management LLC wherein addition to serving as the primary relationship manager for many investment advisory clients, he developed and enhanced client specific investment and cash flow models. He also served as the Fiscal Administrator for Orange County, Florida.
Mr. Grady’s specific areas of expertise include providing technical and analytical resources, development of investment policies, portfolio strategies, and developing customized cash flow and investment reports.
Mr. Grady received a bachelor's degree with Majors in Finance and Insurance and a Minor in Economics from the University of Florida. He also earned a Master of Business Administration degree from the University of Florida’s Warrington College of Business. He holds the designation of Certified Treasury Professional (CTP) through the Association for Financial Professionals.