three+one?

We are delighted to share a glimpse into our journey, commemorating our decade-long commitment to reimagining how the public sector views and manages its cash. Watch here: https://lnkd.in/eCbD4bZb

Michael Ablowich and Zachery Butler had an incredible time at the 56th Annual County Officials Association of Tennessee Conference in Nashville, TN! Connecting with so many of our amazing clients and partners was the highlight of the event. We are truly grateful for the opportunity to work alongside such outstanding professionals who inspire us every day. We were thrilled to celebrate our client, Teb Batey of Rutherford County, as he was honored as an Outstanding Trustee—a well-deserved recognition for his exceptional leadership and commitment. A special thank you to Lori Long, Ben Rodgers, and the entire COAT team for organizing such a fantastic conference. Your hard work and dedication made this event unforgettable. We’re already looking forward to next year!?

three+one? is excited to announce today a pair of key senior leadership transitions that will position the firm to continue its strategic growth and positive national impact well into the future. Effective January 1, 2025, our CEO and Co-Founder, Joe Rulison, will assume the role of Executive Chair of three+one, continuing his visionary leadership in providing public sector and higher-Ed entities across the country with innovative, revenue-generating financial tools to best serve their taxpayers, students, and stakeholders. The role of CEO will be assumed by Garrett Macdonald. As our current Executive Vice President, he has served the company for nearly a decade and will continue to oversee the firm’s operational strategy and vision, manage company performance, and ensure positive outcomes for our clients nationwide. In making this announcement, Rulison emphasized that this transition has long been part of three+one’s succession planning, having been developed by senior leadership and the board of directors as part of the firm’s strategic growth. As part of this announcement, Rulison noted, “This transition comes at a pivotal time for three+one as we look forward to 2025 and beyond. Since the beginning, we have built up a depth of talent and institutional memory. This next phase is simply part of our vision of ‘expanding company, new roles’ but with the same commitment to excellence that has served our firm and our client-family for the last 10 years." Peter Forsgren, Chief Operating Officer and Co-Founder, added “We are excited to continue fostering the incredible culture of three+one. We are all part of one unified team, and are thrilled to expand opportunities for every member of our organization. Garrett has truly embodied our core value of "exceeding expectations" for our team members, our exceptional clients, and our stakeholders.” Read More Here: https://lnkd.in/gJsjMtE7

We recently celebrated a milestone that fills us with pride: being named one of the Greater Rochester Chamber of Commerce's Top 100 companies! This honor reflects the hard work, innovation, and commitment of every team member, so it only felt right to dedicate an entire day to celebrate this recognition together. As we carry this momentum forward, we remain committed to growing, innovating, and—most importantly—supporting one another and the communities we serve nationwide. Thank you to every team member for making this achievement possible. Read more here: https://lnkd.in/eyBeUDdS

On this Veterans Day, we extend our heartfelt gratitude to all veterans, including those on our team— Edna (Kitty) Teresi and Michael Ablowich—and our incredible clients who have served our nation and continue to serve their local communities. Your dedication and commitment inspire us every day. Thank you for your service, sacrifice, and unwavering commitment to making a difference.

At three+one, we encourage everyone to make their voices heard today. Every vote counts, and together, we are creating a brighter future. Happy Election Day from all of us at three+one!

We're #hiring a new Relationship Services Associate in Pittsford, New York. Apply today or share this post with your network.

We're #hiring a new Relationship Specialist in Pittsford, New York. Apply today or share this post with your network.

Unbelievable opportunity with an amazing company and team. A company culture that provides great growth. Both personally and professionally!

Since 2017, the Town of Aurora, NY, has set a remarkable standard for financial stewardship, earning multiple cashVest 90+ Awards that showcase their commitment to maximizing taxpayer dollars and ensuring long-term stability for their community. Please join us in congratulating the Town of Aurora on their incredible commitment to the community. Together, let’s continue to champion excellence in public finance!