Orlando, Tuesday, November 5, 2024 – FLCLASS is pleased to announce the appointment of Zach Falconer as Senior Director, Investment Services. In this role, Mr. Falconer will fortify and sustain existing client relationships, foster new connections, and actively engage in conferences throughout the state to support local government organizations.
Zach brings a wealth of experience from his previous role with FLSAFE, where he worked closely with participants and contributed significantly to expanding the investment pool’s AUM, assisting the program in reaching new asset milestones.
Before his time with FLSAFE, he spent over six years with the Florida Local Government Investment Trust (Florida Trust), a program sponsored by the Florida Court Clerks & Comptroller and the Florida Association of Counties. During his time there, Zach was instrumental in growing the program’s assets and expanding its client base to include a diverse range of municipalities, special districts, and counties.
With nearly a decade of experience in the public finance industry, Zach has a proven track record of helping key decision-makers safeguard public assets and maximize resources. He is actively involved with the Florida Government Finance Officers Association (FGFOA) and various other public associations across the state.
Zach earned a Bachelor of Science from Northeastern University and an MBA from the University of Central Florida. He holds Series 7 and Series 50 securities licenses.
“We are thrilled to welcome Zach Falconer to the team,” said Matt Tight, Senior Director of Investment Services at FLCLASS. “His extensive experience and commitment to excellence align seamlessly with our mission to provide exceptional financial services to our clients. We look forward to the valuable contributions he will make to our organization and the local governments we serve.”
Public Trust Advisors, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission, provides investment advisory services to the Fund. PMA Securities, LLC, an affiliate of Public Trust Advisors, is a broker-dealer and municipal advisor registered with the SEC and MSRB and is a member of FINRA and SIPC and provides marketing, and securities and other institutional brokerage services.
This press release is for informational purposes only and should not be considered a solicitation of investment advisory services.