/Investor DB

Cali Trust

Government fund

Sacramento · Seed · 6 people tracked

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Investment thesis

CalTRUST is a California joint powers authority (JPA) that provides pooled investment funds for local public agencies, offering liquidity, short-term, and medium-term funds managed in compliance with California Government Code. Investments are managed by State Street Investment Management.

Source: firm website, verified Oct 2, 2026.

Stage
Seed
HQ
Sacramento, US

Team · 6 people

from the firm's website
Laura Labanieh Kitson· Chief Executive Officer

CEO of CalTRUST since 2019, Laura has worked in California local government since 2001, including roles at the California Special Districts Association and as Director of Operations at the CSAC Finance Corporation. She holds a BA from UC Davis and an Executive Master of Public Administration from Golden Gate University.

Jack Colville· Relationship Manager

Joined CalTRUST in 2026 with a background in financial analysis, business valuation, and client services, supporting outreach and relationship efforts with California agencies. He holds a Finance degree from California State University San Marcos.

James Wilfong· Technology Director

Joined CalTRUST in 2023 with over 20 years of experience in local government and design management. He manages website infrastructure, analytics, and digital platforms, and holds the CFA Institute Investment Foundations Certificate.

Jen Barna· Executive Assistant

Joined CalTRUST in August 2025 with five years of state government experience and a background in coaching, communications, and executive management. She holds the CFA Institute Investment Foundations Certificate.

Nicole Zajic· Shareholder Services Specialist

Joined CalTRUST in 2021 with 15 years of California local government experience, including over a decade at the California Special Districts Association. She assists agencies in establishing accounts and engaging with CalTRUST's funds.

Todd Winslow· Senior Relationship Manager

Joined CalTRUST in 2021 with over 25 years of local government experience spanning counties, cities, special districts, and associations. He holds the CFA Institute Investment Foundations Certificate.

Frequently asked questions

What stage does Cali Trust invest at?
Cali Trust invests at the Seed stage.
Where is Cali Trust located?
Cali Trust is headquartered in Sacramento, US.

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