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Manuel N. San Luis
Portfolio Manager-Fixed Income at Public Trust Advisors LLC
Profile
Mr. Manuel N.
San Luis is a Vice President & Portfolio Manager at Public Trust Advisors LLC.
He is responsible for the development and execution of portfolio strategy.
He works closely with portfolio management to review market conditions and manage client portfolios in accordance with pre-established policy, statutes, and strategic guidelines.
Prior to joining Public Trust in conjunction with the firm’s acquisition of the BLX Group’s Investment Management team, he served as a Senior Portfolio Analyst at BLX.
His role on the investment management team included assisting with the daily execution of ongoing portfolio management for approximately $1.1 billion in public fund portfolios.
He received a Bachelor of Arts in Economics with a minor in Public Policy from the University of California, Berkeley.
He is an Investment Advisor Representative.
Manuel N. San Luis active positions
Companies | Position | Start |
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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 | 2016-03-31 |
Former positions of Manuel N. San Luis
Companies | Position | End |
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BLX Group LLC
![]() BLX Group LLC Investment ManagersFinance Founded in 1989, BLX Group LLC is a registered investment advisor located in Los Angeles. The firm is a subsidiary of Orrick, Herrington & Sutcliffe LLP | Corporate Officer/Principal | 2016-02-29 |
Training of Manuel N. San Luis
University of California | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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BLX Group LLC
![]() BLX Group LLC Investment ManagersFinance Founded in 1989, BLX Group LLC is a registered investment advisor located in Los Angeles. The firm is a subsidiary of Orrick, Herrington & Sutcliffe LLP | Finance |
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 |
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