Career
Othneil Waud has been Chief Investment Officer Lgips of Public Trust Advisors since February 2018. Othneil Waud is a control person of the firm and directly owns under 5% of it. Othneil Waud holds a B.A. in Economics from the University of Colorado Boulder.
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 identifies Othneil Waud as managing director and chief investment officer for LGIPs.
- Ptma Investment AdvisorsCurrent– present · 14 yearsDenver, CO · Adviser representative · Firm CRD 159189
Credentials and registrations
Professional designations
Listed by Public Trust Advisors
- Chartered Financial Analyst
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Colorado | Approved | 12 January 2012 |
| Florida | Approved | 28 March 2016 |
| Louisiana | Approved | 1 March 2016 |
| Michigan | Approved | 3 March 2016 |
| Texas | Approved | 1 March 2016 |
- Status
- Approved
- Status
- Approved
- Status
- Approved
- Status
- Approved
- Status
- Approved
Examinations
No examinations are on Othneil Waud’s record.
Individual record
- Full name
- Othneil Stockwell Waud
- CRD
- 2651342
- Office
- 717 17TH STREET, SUITE 1850, Denver, CO 80202
- Firm bio
- ptma.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Othneil Waud work?
Othneil Waud has been Chief Investment Officer Lgips of Public Trust Advisors, LLC since February 2018, and is a control person of the firm.
Is Othneil Waud a financial advisor?
Yes. Othneil Waud has a current investment-adviser registration in Colorado, Florida, Louisiana, Michigan and Texas, through Public Trust Advisors since January 2012.
How many years of experience does Othneil Waud have?
Othneil Waud has 14 years in the financial industry, since January 2012, across 1 adviser firm.
Where is Othneil Waud based?
Othneil Waud’s registered office is in Denver, CO.
Is Othneil Waud a CFA charterholder?
Public Trust Advisors lists Othneil Waud with the CFA credential (“Chartered Financial Analyst”) on its website. CFA Institute confirms certification status.