Career
Brandon Swensen has been Chief Investment Officer of Public Trust Advisors since June 2025. Brandon Swensen is a control person of the firm and directly owns under 5% of it. Brandon Swensen holds a B.S. in Finance from St. Cloud State University and an MBA in Finance from the University of St. Thomas.
Public Trust Advisors, LLC is a Denver, CO firm with $104B under management, 82 clients and 81 advisers across 14 offices, as of its April 2026 filing.
PTMA’s March 2026 brochure supplement says Brandon Swensen became chief investment officer in June 2025 after serving as a senior portfolio manager.
The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Professional designations
Listed by Public Trust Advisors
- Chartered Financial Analyst
Individual registration and examination information for Brandon Swensen is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Brandon Swensen
- CRD
- 4259620
- Record basis
- Form ADV officer listing
- Firm bio
- ptma.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Brandon Swensen work?
Brandon Swensen has been Chief Investment Officer of Public Trust Advisors, LLC since June 2025, and is a control person of the firm.
Is Brandon Swensen a CFA charterholder?
Public Trust Advisors lists Brandon Swensen with the CFA credential (“Chartered Financial Analyst”) on its website. CFA Institute confirms certification status.