Laura Glenn, CFA

Laura Glenn, CFA

Bank Officer

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location of Laura Glenn, CFAAtlanta Metropolitan Area

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  • Timeline

  • About me

    Senior Director, Investment Advisory Services

  • Education

    • Auburn University

      -
      B.S. Accounting

      Activities and Societies: Kappa Kappa Gamma sorority (Social Chairman '88-'89 school year), tutored Auburn student athletes, worked in the financial aid office for Auburn University.

  • Experience

    • SunTrust

      Jun 1991 - Mar 1996
      Bank Officer

      I was responsible for managing the Georgia and Tennessee banks' portfolios based on their individual asset and liability profile. The bank's portfolio group was responsible for putting out a weekly newsletter that was distributed to bank clients - I had the opportunity to report on asset sectors as well as write a front page commentary on current events in the financial markets. I began my career in the portfolio accounting area. I have an extensive knowledge of back office operations and portfolio accounting. I have an extensive knowledge of FASB regulations and their affect on portfolio management. Show less

    • State of Georgia

      Jan 1996 - Apr 2020
      Senior Portfolio Manager

      I was responsible for managing over $18 billion in assets. My primary responsibility was managing Georgia Fund 1, a AAA rated stable NAV fund. I was instrumental in developing and managing the Georgia Extended Asset Pool, a AAf+ rated short term bond fund which at its height was over $1 billion. My clients included state agencies, cities, counties, special districts and state universities. I was responsible for both managing and marketing the funds. In this role, I helped lead the states’ response to the GASB 79 exposure draft. I also was a lead author on the National Association of State Treasurers (NAST) and the National Association of State Auditors, Comptrollers and Treasurers (NASACT) “Voluntary Guidelines for the Management of Stable NAV pools”. Show less

    • Public Trust Advisors, LLC

      Apr 2020 - now
      Senior Director, Investment Advisory Services
  • Licenses & Certifications

    • Series 7

      FINRA
    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jun 2002
    • Series 63

      FINRA
  • Volunteer Experience

    • President (2009 - 2013)

      Issued by Government Investment Officers Association on Jan 2004
      Government Investment Officers AssociationAssociated with Laura Glenn, CFA