CHICAGO—September 1, 2010—Jason Elder, currently a Partner, Board Member, and member of the Executive Team of Performance Trust Companies, is taking on the additional leadership role of Managing Director of Corporate Strategy, the company announced today.
In this newly created position that establishes corporate strategy as part of the company’s formal management structure, Elder will be responsible for working with Chief Executive Officer Richard Berg and the Executive Team to further develop strategy for the company’s capital markets and asset management units.
Elder has been with Performance Trust since its inception in 1994. He spearheaded the company’s move into team-based client development groups and has played a key role in educating clients and colleagues alike by establishing and leading classes and seminars. In the last few years, he has worked to create and institutionalize the process of strategic decision-making at Performance Trust, while collaborating with James Schrager, Ph.D, a leading professor of strategy at the University of Chicago Graduate School of Business and Performance Trust Advisory Board Member.
“Jason is committed to making sure that we apply a strategic discipline to every decision we make while maintaining all of the company’s best qualities such as the ability and agility to react quickly to market events,” said James H. Matson, President & COO, Performance Trust Companies. “We are at a point in our growth cycle where establishing an increased and more visible focus on business strategy will lead to increased business opportunities in the future,” he said.
Elder earned a BA from Kansas University and an MBA with a specialization in finance and statistics from the University of Chicago.
About The Performance Trust Companies
The Performance Trust Companies are an SEC-registered investment advisor and a FINRA regulated broker/dealer, with proprietary investment methodologies and products designed to accomplish investment objectives. Based in Chicago, Performance Trust focuses on educating fixed-income investment professionals and assisting client institutions to invest through total return. For more information, go to www.performancetrust.com.