CHICAGO—September 18, 2008—Peter B. Cook, a Chartered Financial Analyst (CFA) and successful financial services leader with broad experience in asset management, was named Chief Investment Officer of Performance Trust Investment Advisors, LLC, a sister company of Performance Trust Capital Partners, LLC, the companies announced today.
As Chief Investment Officer, Cook will develop and implement investment policies and procedures for the company’s expanded asset management business. Previously, Cook founded and was the Chief Investment Officer at Rochester Partners L.P., a highly ranked, value-oriented global hedge fund based in Hinsdale, Illinois. He also served as a hedge fund manager and head of global equity trading at Templeton Investments, and Vice President of interest rate swap and option trading at Union Bank of Switzerland. Cook serves on several leadership committees of the CFA Society of Chicago and recently chaired its Investment Exchange Forum.
The Performance Trust Companies focus on helping financial institutions become top performers through strategic financial advisory and investment banking services. Performance Trust Investment Advisors recently launched a new private placement investment fund for institutional investors and high net worth individuals.
“Peter has impressive track records in global investment and trading management in all major asset classes, and his extensive understanding of markets worldwide will create significant investment opportunities for our clients,” said James H. Matson, President and Chief Operating Officer of Performance Trust Capital Partners. “We are very pleased that Peter is joining our team in this newly created position,” he said.
Cook earned a BS in accountancy from the University of Illinois and an MBA with a specialization in international finance from the University of Chicago. In addition to being a CFA, Cook passed the Certified Public Accountant (CPA) exam in 1982 while working in audit and tax functions at Deloitte and Touche.
About The Performance Trust Companies
The Performance Trust Companies are an SEC-registered investment advisor and 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.