Cory Robert Gebel
Portfolio Manager-Fixed Income at Public Trust Advisors LLC
Profile
Mr. Cory R.
Gebel, CFA, is a Director of Portfolio Management at Public Trust Advisors LLC.
He is responsible for providing institutional portfolio management and investment advisory services to discretionary clients as well as communicating investment ideas and strategies.
Before joining Public Trust, he worked for Bank of the West and Trust Point, Inc. as a Senior Portfolio Manager where he was the head of fixed-income strategy within the wealth management group overseeing strategy, trading, compliance, and surveillance over client assets.
He received a Bachelor of Arts in Accounting from the University of Northern Iowa.
He is a CFA charterholder, an Investment Advisor Representative, and a member of the CFA Society of Colorado.
Cory Robert Gebel active positions
| Companies | Position | Start |
|---|---|---|
Public Trust Advisors LLC
 Public Trust Advisors LLC Investment ManagersFinance Public Trust Advisors LLC (Public Trust) is a SEC-registered investment advisor and holding firm headquartered in Denver, Colorado. The firm was founded by Randy S. Palomba in 2011. Public Trust offers investment advisory services to state and local US government entities, non-profit corporations, charitable organizations, and other institutional clients. | Portfolio Manager-Fixed Income | 28/02/2018 |
Former positions of Cory Robert Gebel
| Companies | Position | End |
|---|---|---|
Bank of the West (San Francisco, CA Investment Management)
 Bank of the West (San Francisco, CA Investment Management) Investment ManagersFinance Bank of the West is an investment management firm headquartered in San Francisco, California. Founded in 1874, the firm is a wholly-owned subsidiary of BancWest Holding, Inc., ultimately held by BNP Paribas SA (EPA: BNP, NASDAQ: BNPQY) in France. Bank of the West provides investment management services for corporate and institutional clients. | Corporate Officer/Principal | 28/02/2018 |
Trust Point, Inc.
 Trust Point, Inc. Investment ManagersFinance Trust Point, Inc. is an independent, boutique trust and investment management firm headquartered in La Crosse, Wisconsin. The firm was founded in 1913 as LaCross Trust Co. and renamed Trust Point, Inc. in 2008. Trust Point provides individuals, families, businesses and other organizations with a full range of financial-related services. | Corporate Officer/Principal | 31/12/2011 |
Training of Cory Robert Gebel
| University of Northern Iowa | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Public Trust Advisors LLC
Public Trust Advisors LLC Investment ManagersFinance Public Trust Advisors LLC (Public Trust) is a SEC-registered investment advisor and holding firm headquartered in Denver, Colorado. The firm was founded by Randy S. Palomba in 2011. Public Trust offers investment advisory services to state and local US government entities, non-profit corporations, charitable organizations, and other institutional clients. | Finance |
Bank of the West (San Francisco, CA Investment Management)
Bank of the West (San Francisco, CA Investment Management) Investment ManagersFinance Bank of the West is an investment management firm headquartered in San Francisco, California. Founded in 1874, the firm is a wholly-owned subsidiary of BancWest Holding, Inc., ultimately held by BNP Paribas SA (EPA: BNP, NASDAQ: BNPQY) in France. Bank of the West provides investment management services for corporate and institutional clients. | Finance |
Trust Point, Inc.
Trust Point, Inc. Investment ManagersFinance Trust Point, Inc. is an independent, boutique trust and investment management firm headquartered in La Crosse, Wisconsin. The firm was founded in 1913 as LaCross Trust Co. and renamed Trust Point, Inc. in 2008. Trust Point provides individuals, families, businesses and other organizations with a full range of financial-related services. | Finance |
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