# PUBLIC TRUST ADVISORS, LLC

PUBLIC TRUST ADVISORS, LLC of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 159189
- Type: SEC-registered investment adviser
- SEC file number: 801-72782
- Location: 717 17TH STREET, SUITE 1850, DENVER, CO, 80202
- Phone: 855-395-3954
- Latest filing: 2026-04-30
- Regulatory AUM: $104.2B
- Discretionary AUM: $98.9B
- Non-discretionary AUM: $5.3B
- Clients: 157
- Accounts: 239

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Pooled vehicles, Investment cos, Other

## Officers, owners & control persons (36)

_Showing 25 of 36 people._

| Name | Role | Location |
| --- | --- | --- |
| Ian Karsten Voermann | CFO; CHIEF FINANCIAL OFFICER | Denver, CO |
| Todd William Alton | CHIEF EXECUTIVE OFFICER | — |
| Donald Joseph Edwards | SOLE MEMBER; TRUSTEE | — |
| James O'Neill Davis | EXECUTIVE CHAIRMAN | — |
| Brandon Timothy Swensen | CHIEF INVESTMENT OFFICER | — |
| Othneil Stockwell Waud | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER LGIPS | — |
| Shannon Margaret Seiferth | INTERIM CHIEF COMPLIANCE OFFICER/REGULATORY ATTORNEY | — |
| Thomas N Tight | MANAGING DIRECTOR | — |
| Brian Sugrue | CHIEF INFORMATION OFFICER; HEAD OF OPERATIONS & SYSTEMS | — |
| Matthew Starr | MANAGING DIRECTOR | NEW YORK, NY |
| Jennifer Tomasz Welsh | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| JORDAN THOMAS | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| DIXON MICHAEL J | CHIEF RISK OFFICER; DIRECTOR; VICE PRESIDENT | — |
| WRIGHT WILLIAM STUART | CHIEF EXECUTIVE OFFICER; CO-PRESIDENT AND OWNER; MANAGING MEMBER (+1 more) | — |
| GRADY JAMES FRANCIS | MANAGING DIRECTOR | — |
| PALOMBA RANDY SCOTT | CHIEF FINANCIAL OFFICER; CO-PRESIDENT AND OWNER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| WRIGHT NANCY S | PRESIDENT | — |
| EDWARDS WALTER JOSEPH | SOLE MEMBER; TRUSTEE | — |
| WELSH JENNIFER TOMASZ | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| JORDAN DANIEL D | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR | — |
| HOWSDEN BARRY SCOTT | CHIEF COMPLIANCE OFFICER | — |
| TIGHT THOMAS NORBERT | MANAGING DIRECTOR | — |
| DEBOW CHRISTOPHER MICHAEL | MANAGING DIRECTOR | — |
| PALOMBA RANDY S | CHIEF FINANCIAL OFFICER; CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR (+1 more) | — |
| HOWSDEN BARRY S | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159189/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159189/similar
- Related entities: https://search.stillhousedata.com/firm/159189/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159189

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.