Prime-style local government investment pool 

Current and historical rate information

A comprehensive introduction to the North Carolina CLASS portfolio 
Get to know our diverse and experienced public finance officials who oversee the program
Our administrator, auditor, custodian, and legal counsel
Enrollment documents, prospectuses, and financials 
Updates, newsletters, and special reports
Upcoming Board meetings, holidays, events, and conferences
Answers to commonly asked questions about North Carolina CLASS

Getting started is easy; join today and start earning tomorrow!

Assistance with your accounts and answers to your North Carolina CLASS questions
Contact our investment professionals who can provide you with information about the program 

North Carolina CLASS Relationship Team

Exceptional service is one of the trademarks of North Carolina CLASS. We are client focused and committed to assisting North Carolina local governments with their cash management needs. 

The North Carolina CLASS Relationship team can assist you with the following:

  1. Joining North Carolina CLASS
  2. Questions regarding your existing North Carolina CLASS account
  3. Speaking engagements
  4. North Carolina CLASS informative presentations
  5. Advisory services

Click here to contact an investment professional today! 

 

 

Meet the team at any of these events!

Get to Know Your Local Representative

Dan is a Senior Director of Investment Services for North Carolina CLASS where he is responsible for the growth and marketing of the investment program, client relationships, and Board partnership. He also participates in conferences and educational events across North Carolina for many local government organizations.

Prior to joining Public Trust, he most recently served as a Senior Vice President for PMA Asset Management where he focused on creating and providing investment advisory services to public entities. Dan also previously worked for ClearArc Capital as a Regional Director of Business Development and RBC Global Asset Management as a Vice President on the Public Fund Services team. He is an active member of the North Carolina Government Finance Officers Association (NCGFOA), NC Local Government Investment Association (NCLGIA), NC City and County Management Association (NCCCMA), NC Local Government Budget Association (NCLGBA) and the South Carolina Government Finance Officers Association (SCGFOA).

Dan received a Bachelor of Science in Business Administration with a focus on Management from Xavier University.